Sentences with phrase «liquid alternatives»

The advent of liquid alternatives fund structures, which offer hedge strategies through a mutual fund vehicle, has helped drive this shift.

In part one of our article on liquid alternative strategies, we looked at equity - based, non-traditional bond and commodity alternatives.

Growth in liquid alternatives is expected to surpass that of traditional alternative strategies.

In practice, for me it has meant a combination of long / short strategies, options writing strategies, absolute return hedge funds, and liquid alternative portfolios.

One of the hottest categories in the loosely defined liquid alternative space is managed futures.

There can be no assurance that the investment strategies employed by hedge fund and liquid alternative managers will be successful.

Like other investment classes, there are better and worse performing liquid alternatives.

Education is critical when it comes to newer and more complex investment approaches, and liquid alternatives fit that description.

The rise of liquid alternatives — hedge and other private fund strategies in a retail structure — is another trend experts say is likely to continue.

IndexIQ is a leading issuer of liquid alternative investment solutions focused on absolute return, real asset and international strategies.

Wealth managers gain access to a suit of next - generation liquid alternative products designed to more precisely capture the dynamic mix of market factors that drive hedge fund returns over time.

Alternative funds, or so - called liquid alternative funds, have soared in popularity since 2009.

There are such things as liquid alternatives, which invest in a variety of assets — including private equity — via mutual funds or exchange - traded funds, but these often are more expensive or less liquid compared to public equity or traditional funds.

«We're confident our current suite of liquid alternative mutual funds combined with the non-traded products we'll be launching over the next few months will offer independent advisors one of the industry's strongest and most robust product lineups.»

Only six new liquid alternative funds were launched in January — four were long / short equity funds, one was a managed futures fund and the sixth was a non-traditional bond fund.

So let's take a quick look at the asset flows into, or out of, liquid alternatives for October.

Swan has been publishing a Strategy Comparison blog series (see links below) on the pros and cons of different liquid alternative strategies.

In contrast, many liquid alternatives funds are multi-strategy funds that invest in different managers within the same strategy, or different managers within different strategies.

Liquid alternatives by contrast offer daily liquidity, security - level transparency and fees that are typically lower than those associated with traditional hedge fund vehicles.

«The availability of liquid alternative vehicles has expanded rapidly over the past decade, paired with a strategic interest to provide retail investors with access to diversified sources of potential alpha to complement their traditional portfolios.»

The market values of securities held in the K2 liquid alternatives portfolios will go up or down, sometimes rapidly or unpredictably.

The cover story in this weekend's Barron's takes a profile of AQR Capital Management, the largest liquid alternative mutual fund player.

While some media reports have questioned the performance of liquid alternatives over the past quarter, or during the August market decline, they actually have performed as expected.

Liquid alternatives cover different ways to invest in not only stocks and bonds but also non-standard asset classes like commodities or currencies.

A recent cover story in Barron's features liquid alternative funds from AQR.

Government money market funds provide investors seeking a parking spot for their cash with a low - risk, highly liquid alternative to bank products and traditional taxable money market funds that still offers competitive yields.

The S.E.C. continues to examine liquid alternative funds, and potentially has an issue with some fund disclosures.

In their new research report, they note that liquid alternatives outperformed the pricier hedge funds across all five of the major categories of funds they track.

While some investments are designed to be used by novices with little interest in aggressively managing their accounts — a target - date fund, for example — liquid alternatives require more diligence, especially if they are presented as stand - alone options.

A new collective investment fund from Alta Trust Company strives to bring an endowment investment philosophy and liquid alternative opportunities to defined contribution retirement plans.

Advisers can help clients demystify liquid alternatives with a digital education campaign from AllianceBernstein LP.

Rather than private placements or limited partnerships, the Endowment CIF uses liquid alternative investments, such as exchange - traded funds and mutual funds, to obtain its alternative asset allocations.

(ETF Trends: Oct 23, 2013) ProShares» Steve Cohen discusses liquid alternative investments with ETF Trends» Tom Lydon.

Investors Stick With Assets That Mimic Hedge Funds Mutual funds that mimic hedge fund strategies — the so - called liquid alternatives sector — were among the hottest investments just a few years ago.

Two panelists speaking at the PLANADVISER National Conference suggest liquid alternative investments present compelling opportunities in a rising interest rate environment.

While at Aon, David specialized in liquid alternatives research, which accounted for $ 22B of overall client investment.

In terms of present demand, Cerulli finds more than 40 % of managers received several requests for their multi-strategy (44 %), absolute return (42 %), and long / short equity (41 %) liquid alternative products in recent months.

For that reason, mutual funds and ETFs that pursue hedge - fund - like strategies are sometimes referred to as liquid alternatives or simply «liquid alts.»

Sizemore Capital is a full - service registered investment advisory firm specializing in income - producing and in liquid alternative strategies.

«Sponsors are looking to liquid alternative investments products to expand beyond the traditional vehicles.»

From the entire spectrum of fixed income and securitized loans to the so - called liquid alternatives and venture funds, strategies and asset classes that had never been so readily and seamlessly accessed may soon be tested like never before should capital flows reverse from in to out.

Investors» liquid alternative portfolios should be positioned in alpha - seeking strategies that generate a moderate absolute return yet can be repositioned quickly if markets reprice and overshoot to the downside.

AllianceBernstein's interactive website is designed to explain the array of liquid alternative strategies available, illustrate how they might fit into diversified portfolios, and explain how they may be used to either mitigate risk or enhance returns.

«We see this trend starting today as mutual fund complexes begin to offer more active and exotic products and hedge funds begin to offer «liquid alternatives» mutual funds.»