ALTERNATIVES

With a growing number of unprecedented forces and events that can increase volatility and move markets over the short- and long-term, investors need strategies that can both help to reduce risks AND provide performance potential in any market. Because they tend to have low-to-negative correlation to equity and fixed-income markets, alternative investments provide this potential—and more.

Liquid alternatives bridge the gap between traditional mutual funds and hedge funds, bringing together the best elements of both worlds. When used to complement traditional portfolios, they can help enhance investment outcomes and improve the overall investing experience. They offer:

• Easy access (prospectus-qualified) and low minimum investment requirements

• The ability for profit or protection in multiple market environments

• Daily liquidity

• Your Guide to Liquid Alternatives
• At a Glance
• Quick Reference Guide