Sentences with phrase «liquid alts»
The phrase "liquid alts" refers to liquid alternative investments. These are financial products that provide alternative investment strategies, similar to hedge funds, but offer the benefit of being easily bought and sold (liquid) like conventional stocks or bonds. They allow investors to access alternative investment strategies with more flexibility and transparency. Full definition
We count approximately $ 280 billion of liquid alt assets under management.
mutualfundobserver.com
However, our preliminary work suggests the major liquid alt strategies haven't delivered on this promise.
Our take is that returns in Liquid Alts are governed by supply and demand.
It's not fair to say liquid alts are bad because there are so many different strategies.
While increased liquidity and transparency are among the primary benefits driving interest in liquid alternatives, the shift of investor assets into liquid alts may leave opportunities «further down the liquidity spectrum» for entities like BDCs.
The plan is to hire sub-advisers to do pretty typical liquid alts stuff in the portfolio.
PIMCO Multi-Strategy Alternative Fund will seek total return, consistent with prudent investment management, by investing in other PIMCO liquid alts funds.
FundAttribution is a great starting point for comparing liquid alt funds.
Event Driven has been one of the stronger liquid alt categories in recent years.
While the entrenched establishment of old Wall Street has a long history of favoring institutions over individuals, and the ultra-high net worth over the mass affluent, Liquid Alts represent an area in which the average investor is making significant inroads in terms of access to top quality investment ideas.
According to GSAM, Liquid Alts outperformed equity by 23 % and fixed income by 16 % during bear markets.
Liquid alts received a lot of positive attention at the 2015 Morningstar Conference — and negative attention this year.
O'Shea warns that one - third of all households have zero familiarity with liquid alts.
It aspired to be a massive liquid alts fund, a goal achieved by selling themselves to New York Life and becoming Mainstay Marketfield.
Marketfield (MFLDX) was an excellent small no - load liquid alts fund that aspired to be more.
When you look at the mutual fund industry — and they're often called liquid alts, the hedge fund — like strategies that have started to appear in the mutual fund world — and, we do some of these.
The success of liquid alts has attracted a lot of new entrants.
You can learn more about these types of hedge strategies in our prior blog, «Solidifying a Case for Liquid Alts.»
Thirty - one liquid alts funds subsequently liquidated, the most ever («The Year the Hedge - Fund Model Stalled on Main Street,» WSJ, 12/31/2015).
«The liquid alts will continue to remain in play as part of the marketplace.
But now the liquid alts pioneer is making a move into another alternative product space — illiquid, non-traded...
Highland Capital Management is a Dallas - based investment management firm with $ 19 billion in assets under management and a significant presence in the liquid alts space... [I] n late July, the firm demonstrated its commitment to integrity and transparency when it announced its compliance with the voluntary Global Investment Performance Standards (GIPS).
But now the liquid alts pioneer is making a move into another alternative product space — illiquid, non-traded products.
Highland Capital Management also operates a liquid alts exchange - traded fund: The Highland / iBoxx Senior Loan ETF (SNLN), which tracks the Markit iBoxx USD Liquid Leveraged Loan Index, itself a subset of the Markit iBoxx USD Leveraged Loan Index.
But now the liquid alts pioneer is making a move into another alternative product space — illiquid, non-traded... Read More... Read More
You can learn more about the types of hedge strategies referenced here in our prior blog, «Solidifying a Case for Liquid Alts.»
First, some liquid alt funds have steep annual expenses.
The liquid - alt pitch is that individuals can access the same types of investments as university endowments and other big institutions, to diversify equity - heavy portfolios, typically with a 10 % to 20 % allocation to liquid alts... The advantage of the [AQR Managed Futures] strategy -LSB-...] is that it is uncorrelated with other asset classes, and «has the most consistently strong performance in equity bear markets.»
For that reason, mutual funds and ETFs that pursue hedge - fund - like strategies are sometimes referred to as liquid alternatives or simply «liquid alts.»
Everyone is taking potshots at hedge funds these days, that extends to liquid alts in «40 Act wrap.»
We identified a liquid alt universe of approximately 500 funds.
In the face of poor performance and shrinking assets, they announced the closure of their three liquid alts funds in December.
Most hedge funds and so called «liquid alts» act similarly to high fructose corn syrup effects on the body when added to a portfolio.
1) Hatteras Market Neutral Fund — Hatteras has been around the liquid alts market for quite some time, and with this fund will be brining multiple managers in as sub-advisors.