Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:'Forward' Thinking Fund Firms Embark on an Advisor Road Show Not Rated 5.0 Email Routing List Email & Route  Print Print
Thursday, May 12, 2011

'Forward' Thinking Fund Firms Embark on an Advisor Road Show

Reported by Hung Tran

In the aftermath of the financial crisis and in light of the recovery of the alternative space, a group of seven mutual fund firms with an alternative bent has embarked on a three-city tour to help educate advisors on the merits of including alternative strategies in mutual fund portfolios.

The “Alternative Mutual Funds Forum: Modernizing Asset Allocation in a Post–Style Box World”, which is organized by Forward Management, kickstarted its tour today in NYC with representation from managed futures stalwarts AQR [see profile], Eaton Vance [see profile], hedge fund of funds shop Hatteras [see profile], J.P. Morgan [see profile], Nuveen [see profile] and Rydex-SGI [see profile]. The group held concurrent sessions with members of the media as well as with some 150 advisors and analysts at the Essex House in NYC.

Jeffrey Cusack, president of Forward Management and the forum's producer, told a group of reporters that "advisors are confused" when it comes alternative strategies and he felt that he needed to develop a forum whereby competing fund firms can showcase their wares for advisors to compare and contrast. "Advisors like transparency, fee structures and liquidity, and they're moving toward absolute return products," he said.

Cusack, who said that the forum came together quickly within the past two months with invitations being mailed out to the fund firms only some two weeks ago, admitted that the event has been "a test".

But he added that the forum has met or exceeded his expectations. He said he is looking to add more road shows in the fall involving more fund firms following the upcoming two road shows in San Francisco and Chicago.

"A wirehouse came to us asking for a national road show just for their advisors," he confided to The MFWire

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2021: Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - Board Oversight of ETFs, March 3
  2. FinReg Outlook 2021, March 10
  3. MFDF Director Discussion Series - Open Forum via Zoom (Midwest), March 10
  4. Irish Funds North American Digital Seminar, March 11
  5. MFDF webinar - Municipal and Taxable Fixed Income — A Multi-Speed Recovery, March 12
  6. 2021 Virtual Mutual Funds and Investment Management Conference, Mar 15-19
  7. Women for Impact - A Call to Action, March 16
  8. SEC & DOL Standard of Conduct Rulemakings — Present & Future Considerations, March 23
  9. Expect Miracles Foundation's Virtual Mystery Game Night, March 24
  10. MFDF Director Discussion Series - Open Forum via Zoom, March 24
  11. ETFGI Global ETFs Insights Summit - ESG & Active ETF Trends, Mar 24-25
  12. MFDF webinar - Asset Management M&A for Fund Directors — Recent Trends and Governance Issues, March 31
  13. MFDF Director Discussion Series - Open Forum via Zoom, April 7
  14. MFDF In Focus: Board Oversight of Sub-advisers, April 15
  15. ETF.com Awards 2020, April 20
  16. The 31st Sub-Advised Funds Forum, Apr 20-21
  17. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
  18. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
  19. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  20. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  21. ICI 2021 General Membership Meeting - Day 1, May 6
  22. ICI 2021 General Membership Meeting - Day 2, May 13
  23. 2021 FINRA Annual Conference, May 18-20
  24. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  25. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  26. Irish Funds Online Annual Global Funds Conference 2021, May 19-20




©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use