By Jessica Lynn Rabe,Robert J. Martorana
A complete assessment of the Liquid Alts marketplace and the way ‘40 Act items Can improve consumer Portfolios
Liquid choices supply traders entry to hedge fund techniques with some great benefits of ’40 Act items: decrease charges, larger liquidity, better transparency, and more suitable tax efficiency.
Alts Democratized is a hands-on consultant that provides monetary advisors and person traders the instruments and research to reinforce purchaser portfolios utilizing replacement mutual cash and ETFs. Well-grounded in learn and replete with greater than a hundred shows of Lipper info, Alts Democratized profiles the pinnacle ten cash in all the 11 Lipper liquid alt classifications. This comprises overall web resources, fund flows, chance and go back metrics, and the issue exposures that force functionality and aid clarify correlations to varied types of beta. Jessica Lynn Rabe and Robert J. Martorana, CFA, mix this study with a complete framework for fund choice and portfolio development to augment the asset allocation technique, facilitate portfolio customization, and deal with consumer expectations.
In addition, the booklet contains practical views on matters pertinent to monetary advisors corresponding to charges, customer suitability, and volatility administration. This is helping advisors observe the innovations to portfolios and provide actionable funding suggestion. The authors additionally interviewed executives at major wealth administration organisations to supply colour on traits and top practices.
The spouse site offers ancillary fabrics that toughen and complement the booklet, including:
- The authors’ best ten takeaways
- Classification cheat sheet
- Portfolio development consultant (full color)
- Talking issues for clients
- Q&A on liquid alts
- Presentation with all 118 indicates from the e-book (full color)
Alts Democratized contains an entire source for the consultant looking new resources of alpha, diversification, and hedging of tail risks.
Read or Download Alts Democratized: A Practical Guide to Alternative Mutual Funds and ETFs for Financial Advisors (Wiley Finance) PDF
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