The exchange traded fund industry has come a long way from its first offering two decades ago, covering alternative asset classes along with index stock and bond holdings. Consequently, the industry has lined up behind virtual conferences and road shows in making education a priority.
Foward, Eaton Vance and J.P. Morgan Asset Management are holding the third annual alternative mutual funds forum in San Francisco, with pit stops at Atlanta, New York and Chicago next, reports Mariana Lemann for Ignites.
The four-city road show will cover multi-alternative strategies, absolute-return investing, inflation hedging global macro strategies.
Forward also participated in our second Alts Virtual Summit May 15, along with other alternative investment strategy providers like Altegris, BlackRock, Curian, Direxion and Pimco. [Financial Advisors Primed for Alts Virtual Summit]
“Every data point we get indicates that advisors are slowly moving in the direction of adopting alternatives,” Nadia Papagiannis, director of alternative strategies at Morningstar and panelist at the virtual summit, said in the Ignites article. “We are seeing more and more advisors come to alternatives education events.”
Over the first quarter, alternative assets attracted $21 billion in new inflows, which is already more than the $19 billion in new asset flows to alts strategies for all of 2012, according to Morningstar data.