Join the South Coast Team for a Capital Markets Overview where we will be discussing the current market environment as well as what has been going on the second half of 2014 and how we have been battling market volatility through strategy diversification. Jackson National Life Insurance Company recognizes that our world is filled with uncertainty and ever-increasing volatility. South Coast feels that the uncertainty that is commonplace in today’s market requires a new way of looking at how we build a portfolio, going beyond simple asset class diversification to rethink how we combine actual investment strategies.
Alternative asset classes and strategies have long been utilized by large endowments and institutional investors because they frequently behave differently from traditional assets under the same market conditions. David Walker, Regional Vice President with Jackson National, will detail how investors can enjoy access to these same asset classes and strategies through Jackson’s Elite Access platform. By complementing a traditional investment allocation with Elite Access, we are able to combine the ever-important flexibility that comes with liquid investment strategies with the risk-mitigation benefits offered by alternative strategies, potentially reducing the risk in a portfolio and increasing the overall returns. (Objective: Capital Markets Overview, Tax Deferral, Diversification)