Sirion Skulpone, head
of liquid alternatives product strategy for Goldman Sachs Asset Management, agreed with the sentiment that now's about as good a time as any for DC plans to consider adding liquid alternatives.
(ETF Trends: Mar 24, 2016) ETF Trends» Max Chen said ETFs that track alternative strategies or replicate hedge fund strategies are starting to outperform the traditional hedge funds they are attempting to mimic, citing a Goldman Sachs study
of liquid alternatives and hedge fund indexes.
Before we dive into the details
of liquid alternatives, there are two important publications that were released this past month that have implications for nearly all investors.
Commodities are the last type
of liquid alternatives, which can be classified under the «managed futures» category.
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.
The advent
of liquid alternatives fund structures, which offer hedge strategies through a mutual fund vehicle, has helped drive this shift.
The rise
of liquid alternatives — hedge and other private fund strategies in a retail structure — is another trend experts say is likely to continue.
«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:
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 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.»
Want to know about some of the performance questions
of Liquid Alternative Strategies?
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 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.
«The overall effect
of the liquid alternative strategy is a portfolio with potentially below - average risk that may rise in down markets while potentially participating on the upside,» Wang said.
Not exact matches
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.
Other less - extreme
alternatives to Burroughs» and Glickman's self - deprivation plans exist, from swapping a few meals a day for a $ 12 pre-packaged bottle
of green
liquid to juicing up a few bags
of fresh produce at home each day.
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.
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.
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.
Federated
alternative strategies are subject to stringent regulatory, fiduciary and disclosure requirements, offering investors transparently managed,
liquid and cost - effective access to a wide range
of strategies designed to limit downside risk while seeking competitive performance.
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.
... Could I possibly use coconut palm nectar or Kitul syrup (have you heard
of this as a healthy
alternative low GI
alternative to
liquid sugar?!)
For my vegan readers you could definitely use an
alternative liquid sweetener
of choice however it may affect the overall flavour.
To help you take advantage
of this trend, we offer a full pallet
of natural and label - friendly ingredients: fruit and vegetable powders free from additives and carriers, flavoring extracts that come in
liquid and powder forms and provide a perfect
alternative to herbs and spices, natural colors, and antioxidant systems to prevent flavor degradation, color loss, rancidity and off - flavor development.
As an
alternative to traditionally used synthetic preservatives, this line
of buffered vinegar - based products helps manufacturers offer safe and label - friendly meat and poultry products, and is available in
liquid, dry, no sodium and organic varieties.
New patented, urea - containing
alternative, Leucophor ® ACS
liquid, retains the advantages
of fewer deliveries, reduced freight costs, better use
of storage capacity and a lower carbon footprint.
It seems even those
of us who are undecided on agave have been seeking out
alternative liquid sweeteners, for variety if nothing else.
A bit
of an
alternative, I have a raw (non-baked) crust made with almond flour only here — http://golubkakitchen.com/blackberry-lime-miniature-tarts-with/ — use any
liquid sweetener you prefer and just fill the crust with the mousse without baking.
Rice Milk: Made from the
liquid of ground rice, rice milk is a light - tasting, low - cholesterol
alternative to cow's milk, with about the same amount
of calcium.
Whole eggs, egg whites, water, nonfat dry milk, premium egg blend (isolated pea product, salt, citric acid, dextrose, guar gum, xanthan gum, extractive
of spice, propylene glycol and not more than 2 % calcium silicate and glycerin to prevent caking), soybean oil, butter
alternative (
liquid and hydrogenated soybean oil, salt, soy lecithin, natural and artificial flavors, beta carotene (color), TBHQ and citric acid added to protect flavor, dimethylpolysiloxane (antifoaming agent added), salt, beta - carotene (color).
Check out this YouTube footage
of a woman being harassed by the Transportation Security Administration (TSA) when she asked for an
alternative screening for her breast milk — an
alternative screening allowed under TSA guidelines for breast milk and other
liquids that qualify as «medical
liquids» that should not be exposed to radiation.
The study, which is published online July 21, 2011 in the European Respiratory Journal, looked at the impact
of the duration
of breastfeeding and the introduction
of alternative liquids or solids in addition to breast milk.
These mixtures have recently emerged as a greener
alternative to many
of the
liquids that are often used to absorb volatile organic compounds.
All rockets used some form
of solid or powdered propellant up until the 20th century, when
liquid rockets and hybrid rockets offered more efficient and controllable
alternatives.
In that case, we do nothing and suffer the consequences
of dealing with a burgeoning demand for
liquid transportation fuels globally without offering any
alternatives to petroleum.
Aromatherapy,, commonly associated with complementary and
alternative medicine (CAM), is the use
of volatile
liquid plant materials, known as essential oils (EOs), and other aromatic compounds from plants to affect someone's mood or health.
This unique characteristic
of the
liquid fiber cores reduces fluctuations in the spectral bandwidth
of the supercontinuum light source and makes
liquid core fibers a more stable
alternative to the known broadband light sources based on optical fibers made from special glasses.
The following year, he and Colozza wrote a paper for the now - defunct NASA Institute for Advanced Concepts (NIAC) about the use
of electrohydrodynamics, or ionized particles, as an
alternative to
liquid fuel for powering space vehicles.
It could offer a convenient and portable source
of hydrogen for fuel cells and other applications, potentially transforming the energy market and providing an
alternative to batteries and
liquid fuels.
But rather than searching for ways to stretch the oil we still have — like a modern Hanukkah — it makes more sense to accelerate development
of clean
alternatives such as electric cars or biofuels from algae — and avoid dirty ones like turning coal or tar sands to
liquid fuels.
And, given the energy density
of kerosene, there really is no
alternative to
liquid fuel either — with the exception
of lightweight solar - powered drones, electric planes can not get off the ground.
A minimally invasive
alternative to invasive tissue biopsy is the use
of liquid biopsy, which analyzes ctDNA or CTCs in a
liquid biological sample (i.e. urine, blood, or serum).
This limitation can be addressed via
alternative models based on
liquid -
liquid phase separation (coacervates)
of oppositely charged macromolecules and polymers.
Heterogeneous catalysis for controlling gaseous emissions from automotive and stationary engines,
alternative energy using catalytic reforming
of gaseous and
liquid fuels to hydrogen for fuel cells, catalytic processes for upgrading carbon dioxide to useful products