Video: Bolton and Wilshire’s Schwarz Discuss Liquid Alts

Jason Schwarz, President of Wilshire Funds Management, talks with Deirdre Bolton about liquid alternatives (i.e. alternative mutual funds and ETFs) and how they help investors break away from the traditional 60/40 stock/bond portfolio mix. In this episode of Bolton’s Risk & Reward show, “Beyond 60/40: New ways to make money,” Bolton and Schwarz discuss some key topics related to alternative mutual funds:

  • Institutional allocations to alternatives
  • Opportunities for retail investors to invest in alternatives
  • Why hedge fund managers are getting into liquid alternatives
  • Evaluating and choosing liquid alternative funds

Click on the image below to link to the video with Fox Business News:

Jason Schwarz Wilshire Video Deirdre Bolton

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