Class 1Why Alternatives in Retirement Portfolios
Now Available On Demand
Topics
- Matt O’Mara, Lead Portfolio Manager, Insurance Solutions Group, discusses his views on why investing in alternatives matters to investors seeking to build wealth and save for retirement, especially at a time when traditional 60/40 portfolios of public equities and bonds are being challenged.
In this class, Matt covers:
- Secular trends impacting alternative investments
- Incorporating alternatives into traditional allocations
- Establishing a diversified alternatives portfolio
Course Content
Expand All