Professional Documents
Culture Documents
Hedge fund defenders will say that hedged portfolios are not designed to keep up with a soaring stock market, but
that song often falls on stubbornly deaf ears. However, December seems a good month to remind investors why
alternative investments still have a core place in every portfolio. Here are several arguments in favor of including
alternatives from some of my industry articles published throughout 2017:
alternatives managers attempt to distract investors from getting to the heart of a sensitive issue, almost assuredly
they will suffer the consequences. As Italian lore goes, the fish stinks from the head.
July 2017: BOOM OR BUSTARE ADVISORS READY FOR THE BOOMERS TO RETIRE?
Boomers have long been in the trend-setting vanguard of the past half century, with their population dominance
shaping the growth of many sectors of the US economy. As the boomers begin to exit the workforce and enter the
retirement phase of their lifespan, they will undoubtedly continue to exert outsize influence on the general
population. Financial advisors will need to adapt their services and approaches to keep up with this segment in ways
that are focused on these large-scale needs. Advisors particularly need to align their financial planning tools with the
murky waters of healthcare costs. There will be little to guide advisors as healthcare struggles to accommodate such
a significant demand on services that boomers create. Compounding this issue will be the complexities of a global
financial dance that US interest rate policy continually seeks to navigate.
Talk to seeders
Find a personal angel who knows you to invest in your fund
Actively mine your referral network
Develop a very clear 1-minute explanation of your value
Consider taking on offshore investors.
Performance: alternative managers are going to continue to be pressured to demonstrate the value-add for
investors
Fee flexibility
Finding alternative pockets of value that are sustainable
Compliance with growing regulation issues
Investment ideas that can scale
Cybersecurity and the unknown risks it imposes.
As we move into 2018, alternatives managers will undoubtedly face a host of new issues and challenges in
delivering to the investment community differentiated value. Heres to best wishes for us all in the coming year!
marketing, investor relations, articles, white papers, blog posts, and other thought leadership deliverables. In 2017, Panegyric Marketing has
been awarded Global Fund Awards 2017 Financial Services Marketing Firm of the Year - NY, USA, Corporate Insider Business Excellence
Awards 2017 Financial Marketing Firm of the Year USA, and M&A Insider Awards 2017 Financial Services Marketing Firm of the Year
USA. A published author and speaker, Ms. Harrisons work has appeared in many industry publications, both in print and on-line. To read more
of her published work in alternatives, please visit www.scribd.com/dahhome. Contact: dharrison@panegyricmarketing.com or visit
www.panegyricmarketing.com.