By Jessica Lynn Rabe,Robert J. Martorana
A entire assessment of the Liquid Alts marketplace and the way ‘40 Act items Can improve consumer Portfolios
Liquid possible choices supply traders entry to hedge fund recommendations with the advantages of ’40 Act items: decrease charges, greater liquidity, better transparency, and superior tax efficiency.
Alts Democratized is a hands-on advisor that provides monetary advisors and person traders the instruments and research to augment consumer portfolios utilizing substitute mutual money and ETFs. Well-grounded in examine and replete with greater than a hundred indicates of Lipper facts, Alts Democratized profiles the pinnacle ten money in all the 11 Lipper liquid alt classifications. This comprises overall internet resources, fund flows, danger and go back metrics, and the issue exposures that force functionality and aid clarify correlations to numerous sorts of beta. Jessica Lynn Rabe and Robert J. Martorana, CFA, mix this study with a finished framework for fund choice and portfolio building to reinforce the asset allocation technique, facilitate portfolio customization, and deal with consumer expectations.
In addition, the publication comprises useful views on concerns pertinent to monetary advisors resembling charges, consumer suitability, and volatility administration. This is helping advisors follow the innovations to portfolios and supply actionable funding recommendation. The authors additionally interviewed executives at major wealth administration organizations to supply colour on tendencies and most sensible practices.
The significant other site offers ancillary fabrics that strengthen and complement the booklet, including:
- The authors’ best ten takeaways
- Classification cheat sheet
- Portfolio building consultant (full color)
- Talking issues for clients
- Q&A on liquid alts
- Presentation with all 118 shows from the booklet (full color)
Alts Democratized contains a whole source for the consultant looking new assets of alpha, diversification, and hedging of tail risks.
Read Online or Download Alts Democratized: A Practical Guide to Alternative Mutual Funds and ETFs for Financial Advisors (Wiley Finance) PDF
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Additional resources for Alts Democratized: A Practical Guide to Alternative Mutual Funds and ETFs for Financial Advisors (Wiley Finance)
Alts Democratized: A Practical Guide to Alternative Mutual Funds and ETFs for Financial Advisors (Wiley Finance) by Jessica Lynn Rabe,Robert J. Martorana