With zero correlation to stocks and bonds -- and big gains during the 2000 dotcom bubble crash, 2007-08 global financial crisis, and 2022 bear markets -- some experts believe that a Managed Futures strategy has more diversification “bang for the buck” than private equity, commodities, real estate, private credit, and other common “diversifiers.”
Topics to be covered on this webinar:
-- What is the Managed Futures asset class? (In straightforward terms.)
-- How and why do Managed Futures generate alpha? (The obvious answer.)
-- How Managed Futures can diversify a portfolio of stocks and bonds.
-- The two big drawbacks for advisors, and how to avoid them.
-- How to invest in Managed Futures (the pros and cons of different mutual funds and ETFs).
-- How much you should invest in Managed Futures.
-- How to position the allocation with clients.
This webinar has been accepted by the CFP Board for 1 hour of CE credit.