Alternative Mutual Fund Forum Focuses on Applying Alternatives in Portfolios

SAN FRANCISCO--()--Furthering its past successes, a consortium of leading asset management firms is coming together to host a series of forums in multiple cities. Their goal is to support investment professionals in the practical application of alternative strategy mutual funds, or so-called liquid alternatives. The half-day events begin on May 12 in New York and continue in Chicago on May 14, in Houston on May 19 and in San Francisco on May 20.

“However, diversification remains important and having some exposure to alternative assets may help investors reduce losses as a result of volatility or a major downturn.”

This spring the lead sponsors are Eaton Vance, Forward and J.P. Morgan Asset Management.

Panel moderators will include representatives from Morningstar, Envestnet and Wilshire Associates. They will facilitate expert discussions focused on including and combining various types of liquid alternatives in investor portfolios. Topics for discussion include achieving downside protection with equity alternatives, creating stable portfolio balance with fixed-income alternatives and using multi-strategy approaches to reduce portfolio risk.

Liquid alternatives can supplement existing portfolios and enhance diversification. The forum is designed to enhance investment professionals’ ability to build portfolios that include assets with low correlations to traditional stocks and bonds with the potential for varying performance outcomes or patterns.

“As markets continue their long rally, some investors may think it is the wrong time to move a share of assets into liquid alternatives,” said Clay Smudsky, managing director and head of distribution at Forward. “However, diversification remains important and having some exposure to alternative assets may help investors reduce losses as a result of volatility or a major downturn.”

Liquid alternatives continue to be a growing area of investment management. According to Morningstar, assets under management in liquid alternatives are now approaching $600 billion globally, as of March 2015.

Advance registration for the sessions is required, and attendance is limited to investment professionals, including advisors, investment consultants and institutional investors. For more information, please call (415) 230-6150 or email Follow the event on Twitter at #AltsMFF..... @EatonVance    @ForwardInv    @jpmorgan

You should consider the investment objectives, risks, charges and expenses of the Forward Funds carefully before investing. A prospectus with this and other information may be obtained by calling (800) 999-6809 or by downloading one from It should be read carefully before investing.


There are risks involved with investing, including loss of principal. Past performance does not guarantee future results, share prices will fluctuate and you may have a gain or loss when you redeem shares.

Alternative strategies typically are subject to increased risk and loss of principal. Consequently, investments such as mutual funds which focus on alternative strategies are not suitable for all investors.

Diversification does not assure profit or protect against risk.

Correlation is a statistical measure of how two securities move in relation to each other.

Volatility is a statistical measure of the dispersion of returns for a given security or market index.

Clay Smudsky is a registered representative of ALPS Distributors, Inc.

ALPS Distributors, Inc. is not affiliated with any of the companies mentioned.

Forward Funds are distributed by Forward Securities, LLC.

Not FDIC Insured | No Bank Guarantee | May Lose Value

©2015 Forward Management, LLC. All rights reserved.

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Kanter & Company
Victoria Odinotska, 703-685-9232
Eaton Vance
Robyn Tice, 617-672-8940
J.P. Morgan Asset Management
Kristen Chambers, 212-622-4111