The category of alternative investments includes a wide-variety of investments that typically don’t fit into the traditional asset classes of stock, bonds and cash. It can be a very important part of any advisor’s client’s portfolio, but it can be difficult to understand and communicate to clients. In this episode we talk about the value of adding alternatives to your clients’ portfolios, what to consider when adding them, and how to understand the wide range of characteristics and types of risk that this type of investment can have. Our guest is Lowell Yura, head of Multi-Asset Solutions at BMO Global Asset Management. Matt Smith sat down with Lowell in Chicago to discuss the alternative investment space.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/alternative-investments-exploring-the-opportunities/.