Not all alternative investments are created equal—and in the retirement context, choosing the right strategies is critical. This session dives into the art and science of building retirement-appropriate portfolios with alternatives, exploring opportunity, risk, and what top investment advisors and consultants are looking for.
Topics include:
-
Evaluating strategies for risk-adjusted performance and participant suitability
-
Liquidity, gating, and valuation challenges in a daily-priced world
-
Aligning fees with retirement plan expectations
-
Building diversified portfolios that blend traditional and alternative assets
Beyond evaluation, this session shows you how to align the right alternative strategies with retirement plan objectives—and how to articulate their benefits in ways that resonate with sponsors, consultants, and fiduciaries.
