By Jessica Lynn Rabe,Robert J. Martorana
A complete overview of the Liquid Alts industry and the way ‘40 Act items Can increase customer Portfolios
Liquid choices provide traders entry to hedge fund suggestions with the advantages of ’40 Act items: decrease charges, greater liquidity, higher transparency, and more desirable tax efficiency.
Alts Democratized is a hands-on advisor that provides monetary advisors and person traders the instruments and research to reinforce shopper portfolios utilizing replacement mutual money and ETFs. Well-grounded in learn and replete with greater than a hundred shows of Lipper info, Alts Democratized profiles the head ten cash in all of the 11 Lipper liquid alt classifications. This contains overall web resources, fund flows, hazard and go back metrics, and the issue exposures that force functionality and support clarify correlations to numerous different types of beta. Jessica Lynn Rabe and Robert J. Martorana, CFA, mix this examine with a accomplished framework for fund choice and portfolio development to reinforce the asset allocation technique, facilitate portfolio customization, and deal with customer expectations.
In addition, the e-book contains sensible views on matters pertinent to monetary advisors equivalent to charges, shopper suitability, and volatility administration. This is helping advisors observe the techniques to portfolios and supply actionable funding suggestion. The authors additionally interviewed executives at top wealth administration enterprises to supply colour on tendencies and most sensible practices.
The better half site presents ancillary fabrics that strengthen and complement the e-book, 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 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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