That is an emerging part of the capital market space. Certainly it has some characteristics that one might think have a place in a portfolio. However, when we did the analysis and looked it from the context of what the return drivers and the risk drivers are, again from an aggregate top-down perspective, we came to the conclusion it wouldn't be suitable from an asset mix perspective.
That's not to say there couldn't be some interesting activities from more of a business perspective or from a more direct investing perspective.