Episode 3 : 09/16/2016

Alternative investments: exploring the opportunities

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Lowell Yura

Head of Multi-Asset Solutions
BMO Global Asset Management

Hosts:

Matt Smith
Managing Director
BMO Global Asset Management

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

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Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Alternative investments: exploring the opportunities

The category of alternative investments includes a wide-variety of investments that typically don’t fit into the traditional asset classes of stock, bonds and cash. It can be a very important part of any portfolio, but it can be difficult to understand and communicate to clients. In this episode we talk about the value of adding alternatives to your clients’ portfolios, what to consider when adding them, and how to understand the wide range of characteristics and types of risk that this type of investment can have. Our guest is Lowell Yura, Head of Multi-Asset Solutions at BMO Global Asset Management. Matt Smith sat down with Lowell in Chicago to discuss the alternative investment space.

In this episode:

  • What to consider when adding alts to a portfolio
  • A broad definition of liquid alternatives
  • Strategies for allocating to liquid alts
  • How to manage client expectations and help clients understand alternatives

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