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Whiteboard Animations Are Designed to Educate Advisors and Their Clients About Alternative Investments
LA JOLLA, Calif., March 12, 2013 /PRNewswire/ -- Altegris, provider of premier alternative investments, has launched a series of animated videos that address many of the key questions on the minds of investors relating to alternative investments. Popular investor questions addressed in these videos include demystifying the common myths about alternatives, the importance of diversification, and performance dispersion among managers of alternatives strategies.
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"As a pioneer and leader in providing access to what are believed to be best-of-breed* alternative managers, Altegris has a long-standing commitment to advisor and client education on alternatives. These storytelling animated videos are yet another step on the path we've paved to better inform and help investors in the construction of diversified portfolios," said Jon Sundt, President and CEO of Altegris.
Dick Pfister, Global Head of Sales and Consulting at Altegris added, "Although they take a light-hearted approach, these 'edutainment' videos are powerful tools that advisors can share with their clients and prospects on different aspects of alternative investments."
There are six videos currently available in the series. The initial whiteboard release provides an animated introduction to the common myths and misconceptions about alternatives. Another gives an animated overview on the importance of diversification, while another explains why performance dispersion matters when constructing an alternative portfolio.
The remaining videos in this series address the Altegris research and investment process for selecting alternatives, using a multi-manager ("open architecture") approach to investing and the fees associated with hedge funds or other alternative investments. The videos run approximately three minutes each to keep the client engaged, yet deliver crucial information to facilitate an informed dialogue about various alternative investment topics.
The video series is the latest example of Altegris' ongoing commitment to educational initiatives to help advisors better leverage the implementation of alternative investment strategies. The firm has received recognition as validation of their cutting edge educational programs including the most recent CAIA award for Corporate Excellence and Leadership in Alternative Education.
The videos can be accessed from the Altegris Academy Library, which also includes a collection of white papers, commentaries, educational guides and other videos. The Altegris Academy is a user-friendly online destination launched last year to help educate and empower advisors and their clients regarding alternative investments. The Academy's interactive tools, including an alternatives allocator and portfolio builder, demonstrate how incorporating different alternative strategies may affect a portfolio's investment performance over time.
It is important to note that all investments involve risk including the possible loss of principal. Alternative investments involve a unique set of risks and may not be suitable for everyone. There is no guarantee that any investment or strategy will be successful and diversification does not ensure profit or protect against loss. It is important to review investment goals, risk tolerance, tax liability and liquidity needs before choosing an investment.
Altegris searches the world to find what we believe are the best alternative investments. Our suite of private funds, mutual funds and separately managed accounts provides an efficient solution for financial professionals and individuals seeking to improve portfolio diversification.
With one of the leading Research and Investment Groups focused solely on alternatives, Altegris follows a disciplined process for identifying, evaluating, selecting and monitoring investment talent across a spectrum of alternative strategies including managed futures, global macro, long/short equity, event-driven and others.
Veteran experts in the art and science of alternatives, Altegris guides investors through the complex and often opaque universe of alternative investing.
Alternatives are in our DNA. Our very name, Altegris, highlights our singular focus on alternatives, the highest standards of integrity, and a process that constantly seeks to minimize investor risk while maximizing potential returns. We are 100% focused on alternatives, 100% of the time.
The Altegris Companies,** wholly owned subsidiaries of Genworth Financial, Inc., include Altegris Investments, Altegris Advisors, Altegris Funds, and Altegris Clearing Solutions. Altegris currently has approximately $3.32 billion in client assets, and provides clearing services to $878 million in institutional client assets.
*Altegris defines "best of breed" as managers which in our opinion, have demonstrated success in terms of sustained investment edge, effective risk management processes and established operational infrastructure.
**Altegris and its affiliates are subsidiaries of Genworth Financial, Inc. and are affiliated with Genworth Financial Wealth Management, Inc., and include: (1) Altegris Advisors, LLC, an SEC-registered investment adviser, CFTC-registered commodity pool operator, commodity trading advisor, and NFA member; (2) Altegris Investments, Inc., an SEC-registered broker-dealer and FINRA member; (3) Altegris Portfolio Management, Inc. (dba Altegris Funds), a CFTC-registered commodity pool operator, NFA member and SEC-registered investment adviser; and (4) Altegris Clearing Solutions, LLC, a CFTC-registered futures introducing broker and commodity trading advisor and NFA member. The Altegris Companies and their affiliates have a financial interest in the products they sponsor, advise and/or recommend, as applicable. Depending on the investment, the Altegris Companies and their affiliates and employees may receive sales commissions, a portion of management or incentive fees, investment advisory fees, 12b-1 fees or similar payment for distribution, a portion of commodity futures trading commissions, margin interest and other futures-related charges, fee revenue and/or advisory consulting fees.
Genworth Financial, Inc. (NYSE: GNW) is a leading Fortune 500 insurance holding company dedicated to helping people secure their financial lives, families and futures. Genworth has leadership positions in offerings that assist consumers in protecting themselves, investing for the future and planning for retirement-including life insurance, long-term care insurance, financial protection coverages, and independent advisor-based wealth management-and mortgage insurance that helps consumers achieve home ownership while assisting lenders in managing their risk and capital.
Genworth has approximately 6,300 employees and operates through three divisions: U.S. Life Insurance, which includes life insurance, long-term care insurance and fixed annuities; Global Mortgage Insurance, containing U.S. Mortgage Insurance and International Mortgage Insurance segments; and the Corporate and Other division, which includes the International Protection, Wealth Management and Runoff segments. Products and services are offered through financial intermediaries, advisors, independent distributors and sales specialists. Genworth Financial, Inc., headquartered in Richmond, Virginia, traces its roots back to 1871 and became a public company in 2004. For more information, visit genworth.com. From time to time, Genworth Financial, Inc. releases important information via postings on its corporate website. Accordingly, investors and other interested parties are encouraged to enroll to receive automatic email alerts and Really Simple Syndication (RSS) feeds regarding new postings. Enrollment information is found under the "Investors" section of genworth.com.
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