In a Volatile, Low-Return Environment, Investment in Alternative Asset Class ETFs Can Improve Risk Profile, Return Potential, Says Sage Advisory Services

Released on = April 9, 2007, 1:03 pm

Press Release Author = Laura P. Wright, BlabberMouth PR

Industry = Financial

Press Release Summary = 3 New Strategies to Beat the Low-Return Environment--
So why are real estate investment trusts, emerging markets and commodities the
hottest new ETF products coming into the market today? Read Sage Advisory Services'
latest report, "Going Beyond Core Equity" for a complete analysis at
http://www.sageadvisory.com/distribution/EnhancedCoreEquity.pdf



Press Release Body = AUSTIN, Texas - April 9, 2007 - Given the prospects of
continued modest returns in core asset classes, recent research by Sage Advisory
Services, a national investment management and financial advisory firm that provides
analysis on alternative asset class exchange-traded funds (ETF), could prove
particularly timely. The analysis was released in a special report, "Going Beyond
Core Equity," posted to the companyıs website at
http://www.sageadvisory.com/distribution/EnhancedCoreEquity.pdf
.

"There are many reasons investors should consider incorporating alternative asset
classes into core equity portfolios," said Robert D. Williams, Sage Advisory partner
and director of research.

"In addition to the diversification benefits and attractive risk-adjusted returns
alternative asset classes have historically provided, we found some alternative
asset classes can act as a hedge against certain macro risks, such as inflation and
offer downside protection during sharp equity market corrections."

The report, which examines three alternative classes - real estate investment
trusts, emerging markets and commodities - warns that when developing a strategy
using volatile or high-risk asset classes "it's important to consider an investment
vehicle with a suitable level of diversification within its asset class. ETFs
provide such a vehicle, and with the growth of the ETF market over the last few
years, investors have multiple index and ETF options to choose from."

When choosing an ETF, security-level issues should not be forgotten, said Williams.
\"While, in our view, the index analysis should drive the investment decision, an ETF
must also be evaluated based on how costly and efficient it trades, how costly it is
to hold, and how closely it tracks its index. Structural issues should also be
understood, as an ETF's structure can have different tax implications among other
things."


About Sage Advisory Services
Founded in 1996, Sage Advisory Services is a national investment management and
financial advisory firm that provides institutions and high-net-worth individuals
with customized products and services including fixed-income and equity portfolio
management, asset/liability analysis and structured portfolio solutions designed to
minimize financial risk and increase returns. Sage is one of the fastest growing
companies in Central Texas, with an AUM (assets under management) growth rate of 20
percent per year over the past five years. Its consistently high performance record
is a result of its proprietary investment process, as well as its dedication to
offering clients exclusive representation by senior-level managers with global
expertise.

Sage's investment management strategy employs a top-down approach to market
analysis, taking into account broad domestic, international and economic trends when
applying portfolio management strategies. And while most investment management firms
have limited experience with exchange-traded funds, Sage offers an in-depth
understanding of ETFs and a highly successful five-year performance record managing
ETF portfolios. Reflecting its commitment to providing education and transparency,
Sage offers frequent access to up-to-date information on investment fundamentals,
market trends and economic issues affecting client investments, and 24-hour access
to information about investment activity. For more information, visit
www.sageadvisory.com.

###

CONTACT:

Laura P. Wright
BlabberMouth PR
Changing the Face of Public Relations
Tel. 512.461.5777
Visit us online at www.BlabberMouthPR.com



Web Site = http://sageadvisory.com

Contact Details = Laura P. Wright
BlabberMouth PR
Changing the Face of Public Relations
laura@blabbermouthpr.com
Tel. 512.461.5777
Visit us online at www.BlabberMouthPR.com

  • Printer Friendly Format
  • Back to previous page...
  • Back to home page...
  • Submit your press releases...
  •