By Jessica Lynn Rabe,Robert J. Martorana
A finished assessment of the Liquid Alts industry and the way ‘40 Act items Can improve patron Portfolios
Liquid possible choices supply traders entry to hedge fund suggestions with the advantages of ’40 Act items: reduce charges, greater liquidity, higher transparency, and more advantageous tax efficiency.
Alts Democratized is a hands-on advisor that provides 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 shows of Lipper information, Alts Democratized profiles the pinnacle ten money in all the 11 Lipper liquid alt classifications. This comprises overall web resources, fund flows, probability and go back metrics, and the issue exposures that force functionality and aid clarify correlations to varied sorts of beta. Jessica Lynn Rabe and Robert J. Martorana, CFA, mix this learn with a finished 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 useful views on matters pertinent to monetary advisors corresponding to charges, patron suitability, and volatility administration. This is helping advisors follow the suggestions to portfolios and provide actionable funding recommendation. The authors additionally interviewed executives at prime wealth administration organizations to supply colour on tendencies and most sensible practices.
The better half site presents ancillary fabrics that make stronger and complement the ebook, including:
- The authors’ most sensible ten takeaways
- Classification cheat sheet
- Portfolio building consultant (full color)
- Talking issues for clients
- Q&A on liquid alts
- Presentation with all 118 indicates from the publication (full color)
Alts Democratized contains a whole 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