Featured Topics
Retirement Industry
Magazine Archive
Education/Advice
Where Do you Go for Financial Advice?
The fund aims to provide investors with benefits such as: Portfolio diversification to major market indices and traditional investment opportunities; Potential to generate positive returns across market cycles; Access to a multi-manager mutual fund including daily liquidity, transparency, 1099 reporting and investment minimums; and A fee structure without embedded performance incentive fees. “In order to effectively diversify client portfolios, advisers are seeking access to strategies that have the ability to generate competitive returns across market cycles, with the potential for low correlation to traditional equity and fixed-income indices,” CIO for Orinda Lawrence Epstein said. SkyView Investment Advisors LLC will be lead sub-adviser to the fund, to assist with manager selection, portfolio construction and risk management. Kristen Heinzinger
The fund aims to provide investors with benefits such as:
“In order to effectively diversify client portfolios, advisers are seeking access to strategies that have the ability to generate competitive returns across market cycles, with the potential for low correlation to traditional equity and fixed-income indices,” CIO for Orinda Lawrence Epstein said.
SkyView Investment Advisors LLC will be lead sub-adviser to the fund, to assist with manager selection, portfolio construction and risk management.
Kristen Heinzinger
PLANSPONSOR staffeditors@plansponsor.com