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DCALTA's Jonathan Epstein Explains Alternative Investments for Retirement Plans
Fiduciary News; registration may be required
Nov. 21, 2017
"Like with traditional investments, a similar due diligence process should be applied when selecting and monitoring these types of investments. One main consideration is analyzing what risk/return expectations are desired of each non-traditional investment being considered. Other key factors that plan fiduciaries should consider include cost, liquidity, transparency, and the ability to analyze risk-adjusted net performance [said Jonathan Epstein, president of DCALTA (the Defined Contribution Alternatives Association)]."
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