Sentences with phrase «many liquid alternatives»

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

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.

«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.»

In addition to the award - winning Highland Floating Rate Opportunities Fund (HFRAX), Highland Capital Management's existing suite of liquid alternative funds includes:

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.

Brian Mitts, CEO of NextPoint Advisors and head of business development for Highland's alternative products, says alternatives offer a «compelling, income producing and non-correlated investment option for investors,» and that adding non-traded products to his company's existing mix of liquid alternative funds will «offer independent advisors one of the industry's strongest and most robust product lineups.»

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

And, unlike hedge funds, liquid alternative funds must adhere to the same regulatory requirements as US - registered mutual funds, sharing information that private placements are not required to disclose.

By Phil Bak So are all liquid alternative funds bad?

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.»

We have benefited from this year's rally in stocks and bonds (our Multi Asset Risk Strategy ETF Model Portfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio construct.

David Saunders, founding managing director of K2 Advisors, presents a brief introduction to liquid alternatives and four common hedge strategies used in pursuit of what many may think is a surprising goal: reducing portfolio risk.

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

In addition to equities, could this be the year of hedge funds (or liquid alternatives)?

This article, the second in a three - part series, focuses on the panel discussions of ’40 Act fund structures and regulatory concerns with liquid alternative funds.

As the liquid alternatives (or alternative mutual fund) space has expanded significantly in recent years, offerings of alternative mutual funds by hedge fund managers have similarly increased.

Hedge funds and liquid alternatives have taken a lot of heat recently, much of it deserved, but in this post

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.

Should the current Greek debt crisis or other global events cause the markets to falter, investors will look to allocate more to liquid alternatives.

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

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

AMG Funds represents over 30 independent and autonomous investment managers, and offers more than 100 mutual funds and separately - managed accounts across nearly every asset class and up and down the risk spectrum — from short - term fixed income to private equity, active equity choices to liquid alternative strategies.

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

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

Commodities are the last type of liquid alternatives, which can be classified under the «managed futures» category.

Want to know about some of the performance questions of Liquid Alternative Strategies?

If you are still wondering where these liquid alternatives can fit in your portfolio, check here.

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

Liquid alternatives, on the other hand, are relatively easy to sell and can be traded easily.

Liquid alternatives can be a useful addition to any portfolio whether an investor is seeking a leveraged strategy to boost profits, a way to reduce risk and hedge against downside movement, or gain access to other assets like commodities.

Liquid alternatives can be a useful addition for any portfolio whether an investor is seeking a leveraged strategy to boost profits, trying to reduce risk and hedge against downside movement, or trying to gain access to other asset classes like commodities.

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.

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

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.

Balter Responds to the Critics of Liquid Alternatives — Taking the other side of the coin versus the above article, Balter Liquid Alternatives penned a solid piece outlining why liquid alternatives are just as good as, or even better than, higher priced hedge funds.

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.

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

Many investors prefer information that is digital as well as interactive, noted Robert Keith, head of AllianceBernstein's client group, making it essential for advisers to have dynamic resources available that let them easily walk clients through the benefits of liquid alternative investments.

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.

The strategically - managed Endowment CIF is presently targeted to an allocation of 40 % global equity, 20 % global fixed income and 40 % liquid alternative investments.

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

I've even incorporated a liquid alternative robo advisor into the mix.

A 12 - question challenge called «Bring your «A» Game» assesses the user's knowledge of liquid alternative investments and is designed to guide advisers in helping clients better understand the category.

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.

Liquid alternatives are a growing investment category, but many investors find them complex.