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Alternative Investments: Why 60/40 Doesn’t Work Anymore

Alternative Investments: Why 60/40 Doesn’t Work Anymore. Christopher B. Pelley. DISCLOSURE

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Alternative Investments: Why 60/40 Doesn’t Work Anymore

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  1. Alternative Investments: Why 60/40 Doesn’t Work Anymore Christopher B. Pelley

  2. DISCLOSURE Opinions, estimates, forecasts and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information contained in this presentation has been obtained from sources that are reliable. This presentation is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. This information within this presentation is intended to be for educational purposes about alternative investments in general, and is not intended to represent the qualities, investment objective, fee structure or investment risks with regard to any product offering. Neither CIMCO Private Wealth (Capital Investment Management) nor First Allied Securities give tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Please consult your financial advisor for further information.

  3. Safety Liquidity Yield

  4. Past performance does not guarantee future results.  There are certain risks and endowments had substantial losses the end of 2008 and in early 2009.  Over the last two decades, wealthy colleges and universities placed an increasing share of their endowments into high-risk, high-return, largely illiquid investments.  * Please refer to hand out for the rest of the article

  5. Private Equity • Structured Products • Options/Futures • Commodities • Cash • Bonds • Fixed Annuity • Healthcare • Retail • Office • Community • Large Cap Growth • Mid Cap/ Small Cap • International

  6. Government Municipal Corporate High Yield Private Debt

  7. Important Disclosures • The Dow Jones Industrial Average (DJIA) is a price-weighted index composed of 30 widely traded blue-chip U.S. common stocks. Market indexes listed are unmanaged and are not available for direct investment. • Alternative investments are subject to significant risks and therefore, are not suitable for all investors. When considering alternative investments, you should consider various risks, including the fact that some products use leverage and other speculative investment practices that may increase the risk of investment loss, can be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees and in many cases, the underlying investments are not transparent and are known only to the investment manager. With respect to alternative investments in general, you should be aware that returns from some alternative investments can be volatile and you may lose all or a portion of your investment.

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