Alternative Investments
By Advisor.ca and Investment Executive
An ebook compilation exploring the evolving role of alternatives in modern portfolios.
Once the domain of institutional and other sophisticated investors, advisors are now recommending a variety of alts to retail investors around the world. The diversification offered by these investments can add significant value in a market environment in which stocks and bonds are so highly correlated.
Due diligence is a must, however. Advisors need to know their product as well as they know their client as the alts universe is a complex one. This ebook provides a practical overview.
Sponsored by CMI Financial Group
Accreditation Details
Accreditation body
Competency
Credits
FP Canada
Financial Planning
1.00
The Institute/IAFE
Financial Planning
1.00
CIRO-MFD (MFDA)
Professional Development
1.00