Brinker Capital Recommends 20 Percent Allocation to Alternatives; 60-20-20 Defends Investors from Market Volatility.BERWYN, Pa. -- Brinker Capital, a leading independent provider of managed account and mutual fund services, is recommending a 60-20-20 percent allocation to stocks, bonds and alternative investments for investors with a five- to ten-year horizon. James D. Harrington, CFA (Computer Fraud and Abuse Act of 1986) Signed into law in 1986, the CFA was a significant step forward in criminalizing unauthorized access to computer systems and networks. The Act applies to "federal interest computers" that include any system used by the U.S. , Brinker's Chief Investment Officer, says that a 20 percent allocation to alternatives--which include commodities, real estate, hard assets and conservative hedge funds--gives investors exposure to asset classes that have traditionally done well when inflation threatens. "The returns on these alternative asset classes have historically had a low correlation to stock and bond market returns," Harrington notes. "With fears of inflation and slow growth creating so much volatility in traditional markets, now is a good time to consider a significant commitment to alternatives." Brinker Capital includes alternative investments in all of its asset allocation Asset Allocation The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio. strategies, which are available through participating financial advisors. Within each strategy, Brinker is responsible for manager selection, portfolio construction and portfolio rebalancing Rebalancing The process of realigning the weightings of one's portfolio of assets. Notes: For example, if your portfolio's proportion of stock has grown too large for your intended assets weightings and risk tolerance, you might rebalance by selling some stock and putting . Because all of the investments used to implement the strategies are managed by carefully screened and monitored outside managers, Brinker brings no bias to the selection process and always puts the client's interests first. A full spectrum of account structures meets the range of needs for both institutional and individual clients. About Brinker Capital Brinker Capital, Inc. is a leading independent investment consulting firm Noun 1. consulting firm - a firm of experts providing professional advice to an organization for a fee consulting company business firm, firm, house - the members of a business organization that owns or operates one or more establishments; "he worked for a which provides managed account investment programs to individual and institutional investors Institutional Investor A non-bank person or organization that trades securities in large enough share quantities or dollar amounts that they qualify for preferential treatment and lower commissions. through financial advisors. Brinker was founded in 1987 by Charles Widger and is located in suburban Philadelphia. Assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. were over $6 billion as of June 15, 2006. Visit the Brinker website at www.brinkercapital.com. |
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