F-Squared Investments Exceeds $300 Million in Liquid Alternative Strategies

F-Squared Investments Exceeds $ 300 Million in Liquid Alternative Strategies
News from Sacramento Bee:

/PRNewswire/ — F-Squared Investments, one of the fastest growing investment management firms in the country with more than $ 8.5 billion in assets, is pleased to announce that its newly launched AlphaSector™ Alternatives business unit has attracted more than $ 300 million in client assets in just over six months.  Offerings include solutions delivered via mutual fund, Separately Managed Accounts (SMAs), and Limited Partnership (LPs) vehicles.

The new leveraged long-short strategies are designed to employ dynamic leverage in rising markets and take short positions in declining markets. Like F-Squared’s long-only strategies, the Alternative strategies strive to deliver long-term outperformance while avoiding significant losses through aggressive downside risk management.

The strategies offer critical benefits demanded by clients in this fast-growing category:  downside risk management, daily liquidity of holdings, full transparency, low correlation with traditional investments, and vehicles that allow for low minimum investments.

“As investors are becoming increasingly wary of the risks embedded in traditional stocks and bonds, they are turning to alternative investments as a source of superior risk-adjusted returns,” said James Celico, Co-Head of Alternative Investments at…………… continues on Sacramento Bee

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Fortress Forum Points to need for Sound Pension Strategy
News from Business Barbados:

Barbadians have been cautioned against waiting too late to plan for an adequate income in retirement.

The caution came recently from Dr. Frank Alleyne, chairman of the Financial Services Commission, and a former chairman of the National Insurance Board as he contributed to a round table discussion on the topic: “Your retirement isn’t what it used to be: What we all know about NIS and pension savings”.

The discussion also including Justin Robinson, chairman of the National Insurance Scheme, Charles Herbert, consulting actuary, Eckler Ltd, and Roger Cave, investment director of Fortress Fund Managers, took place at the third annual Fortress Investment Forum held recently at the Errol Barrow Centre for Creative Imagination.

Dr. Alleyne emphasized the need for an investment strategy and advised Barbadians that while the National Insurance Scheme (NIS) would keep them from “falling through the cracks”, they really ought to have a multi-benefit retirement strategy involving saving to a pension plan from the time they started working:

“What we need to instill into Barbadians to do is to start saving from the time you start to work, start saving for retirement. You don’t wait until you get to 60. The best advice we can give to young people is to start saving from the time you go to work, and move in terms of a multi benefit plan. The NIS just ke…………… continues on Business Barbados

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