Hedge funds, commodity pools and
other alternative investments involve a high degree of risk and can be illiquid due to restrictions on transfer and lack of a secondary trading market.
Not exact matches
Alternative investing, including use of futures, options and short positions, may
involve risks different from or possibly greater than the risks associated with investing directly in securities and
other traditional
investments.
When considering
alternative investments, you should consider the fact that some products may utilize leverage and
other speculative
investment practices that may increase the risk of
investment loss and be illiquid, are not required to provide periodic pricing or valuation information to investors, may
involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees including incentive fees, and in many cases have underlying
investments that are not transparent and are known only to the
investment manager.
Risk Disclosure:
Alternative investment products, including real estate
investments, notes & debentures, hedge funds and private equity,
involve a high degree of risk, often engage in leveraging and
other speculative
investment practices that may increase the risk of
investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may
involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying
investments are not transparent and are known only to the
investment manager.