Publication date:
October, 2015
The volatility and turbulence of the capital markets in the past decade have heightened investors’
awareness and need for risk control in their portfolios. Much of the past approach to reducing volatility
in foundation portfolios has traditionally come from the allocation to fixed income investments. With
the likely end of the 30 year Bull Market in bonds, the use of alternative investments is increasingly a
viable solution. College Endowments have been the thought leaders in the use of alternatives.
Attendees will:
- understand and explore the value of alternative investments
- consider the potential rewards of alternative investments to reduce risk and volatility in an
- investment portfolio.
Presenter: Marc Simoni, Vice President, Morgan Stanley, Dallas, TX