Compass EMP Launches Alternative Investment Fund

Compass Efficient Model Portfolios (EMP) has launched the Compass EMP Alternative Investment Fund (CAIAX, CAICX, and CAITX).

A press release said the Compass EMP Alternative Investment Fund, constructed with exchange-traded funds (ETFs), is a global, multi-asset class portfolio with broadly diversified alternative investments including commodities, managed futures, currencies, real estate, emerging market equities, and inflation protected bonds. The fund’s investment objective is long-term capital appreciation with current income as a secondary objective.

The fund Compass EMP family of funds includes the Compass EMP Long-Term Growth Fund (LTGAX, LTGCX, LTGTX) and Compass EMP Conservative-to-Moderate Fund (CTMAX, CTMCX, CTMTX).

“After the successful market adoption of our initial funds launched last year, we chose to act upon demand in the marketplace for an alternative investment mutual fund based upon the asset allocation models which we have been utilizing for our institutional clients since 2003,” said Stephen M. Hammers, managing partner and chief investment officer for Compass EMP, in the release.

More information is available at