By Jessica Lynn Rabe,Robert J. Martorana
A finished evaluate of the Liquid Alts industry and the way ‘40 Act items Can increase consumer Portfolios
Liquid possible choices provide traders entry to hedge fund options with the advantages of ’40 Act items: decrease charges, better liquidity, higher transparency, and more suitable tax efficiency.
Alts Democratized is a hands-on consultant that gives monetary advisors and person traders the instruments and research to reinforce purchaser portfolios utilizing substitute mutual cash and ETFs. Well-grounded in examine and replete with greater than a hundred indicates of Lipper facts, Alts Democratized profiles the head ten cash in all of the 11 Lipper liquid alt classifications. This comprises overall internet resources, fund flows, chance and go back metrics, and the issue exposures that force functionality and support clarify correlations to varied sorts of beta. Jessica Lynn Rabe and Robert J. Martorana, CFA, mix this learn with a entire framework for fund choice and portfolio development to augment the asset allocation strategy, facilitate portfolio customization, and deal with purchaser expectations.
In addition, the ebook contains sensible views on concerns pertinent to monetary advisors corresponding to charges, shopper suitability, and volatility administration. This is helping advisors practice the recommendations to portfolios and supply actionable funding recommendation. The authors additionally interviewed executives at best wealth administration organizations to supply colour on traits and top practices.
The spouse web site offers ancillary fabrics that make stronger and complement the publication, including:
- The authors’ most sensible ten takeaways
- Classification cheat sheet
- Portfolio building advisor (full color)
- Talking issues for clients
- Q&A on liquid alts
- Presentation with all 118 indicates from the e-book (full color)
Alts Democratized includes an entire source for the consultant looking new assets 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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Alts Democratized: A Practical Guide to Alternative Mutual Funds and ETFs for Financial Advisors (Wiley Finance) by Jessica Lynn Rabe,Robert J. Martorana