“The increased demand for investments that do not move in tandem with traditional stock and bond assets has highlighted a need for educational resources that shed light on the potential benefits and risks of alternative investing,” said Sanjay Yodh, managing director of alternative investments at Rydex/SGI.
“As a pioneer in packaging nontraditional exposures within retail-friendly mutual fund structures, we are committed to equipping investors with the information needed to help them make sound investment decisions regarding the use of alternatives,” Yodh added.
The website explains how investors can purchase alternatives directly or via registered products. Calculators show the impact adding one or more of these securities to a portfolio.
“An interactive resource such as this can facilitate adviser/client discussions surrounding risk mitigation and portfolio diversification—two top-of-mind issues for investors today,” said Dawn Kahler, director of marketing and communications at the firm.
According to a recent survey Rydex conducted, 19% of advisers used alternatives in 2008 to help mitigate clients’ risk, and 33% plan to increase exposure to these investments.