Much of Agilent's risk management, and future investment, rests in product and geographic diversification.

FORBES: Agilent Settles Down For A Change

New lessons have been learned in the past few months about diversification and the management of credit risk.

ECONOMIST: The limits to removing banks' conflicts of interest

Diversification in investing is a mainstay of prudent portfolio management.

FORBES: Choices in Portfolio Rebalancing

In other words, not only can you find low-correlation sector pairings to provide true diversification, they allow for a granularity in risk management that is unavailable in traditional equity strategies.

FORBES: Sector Investing Much Smarter Than Trying To Guess What's Growth And Value