By Jessica Lynn Rabe,Robert J. Martorana
A accomplished evaluation of the Liquid Alts industry and the way ‘40 Act items Can improve patron Portfolios
Liquid choices supply traders entry to hedge fund concepts with the advantages of ’40 Act items: reduce charges, better liquidity, higher transparency, and more suitable tax efficiency.
Alts Democratized is a hands-on advisor that gives monetary advisors and person traders the instruments and research to reinforce consumer portfolios utilizing substitute mutual money and ETFs. Well-grounded in study and replete with greater than a hundred indicates of Lipper information, Alts Democratized profiles the pinnacle ten money in all the 11 Lipper liquid alt classifications. This contains overall internet resources, fund flows, possibility 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 learn with a complete framework for fund choice and portfolio development to reinforce the asset allocation approach, facilitate portfolio customization, and deal with consumer expectations.
In addition, the publication contains sensible views on concerns pertinent to monetary advisors akin to charges, buyer suitability, and volatility administration. This is helping advisors observe the innovations to portfolios and supply actionable funding recommendation. The authors additionally interviewed executives at major wealth administration businesses to supply colour on traits and top practices.
The better half web site offers ancillary fabrics that make stronger and complement the ebook, 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 ebook (full color)
Alts Democratized includes an entire 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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Extra 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