Portfolio Rebalancing Challenges in a Rising Rate Environment

To access the webinar replay, please fill out the form on this page. Please note this webinar is for institutional investors and financial advisors only. 

(Recorded on Thursday, November 15, 2018).

Investors today face significant challenges in asset allocation and portfolio rebalancing:

  • Stock valuations appear stretched and credit spreads seem tight
  • Six recent rate hikes by the US Federal Reserve; consensus indicates more to come
  • Macro issues such as elections and evolving trade policy
  • Scarcity of attractively valued investment opportunities

Join members of CCM’s investment team on a webinar to explore potential solutions to these asset allocation challenges.

Fill out the form on this page to access the webinar replay.


Presenters:

Todd-Cohen.png Kristin Fafard, CFA  

Mutual fund investing involves risk including the loss of principal. Bond and bond funds are subject to interest rate risk and will decline in value as interest rates rise. High yield bonds involve greater risks of default or downgrade and are more volatile than investment grade securities, due to the speculative nature of their investments. The Fund uses investment techniques that are different from the risks ordinarily associated with equity investments. Such techniques and strategies include hedging risks, merger arbitrage risks, derivative risks, short sale risks, leverage risks, commodities risk, and foreign investment risks, which may increase volatility and may increase costs and lower performance. Commodities can be highly volatile and the use of leverage may accelerate the velocity of potential losses.

Carefully consider the risks, investment objectives, charges and expenses of the Fund before investing. The prospectus contains this and other important information. The prospectus is available here.

Please read the prospectus carefully before investing. The CCM Alternative Income Fund is distributed by SEI Investments Distribution Co. (SIDCO), 1 Freedom Valley Drive, Oaks, PA 19456, which is not affiliated with Community Capital Management or any other affiliate.

A full list of regulatory disclosures for Community Capital Management, Inc. are available by visiting: https://www.ccminvests.com/regulatory-disclosures.