June 30, 2016

A Hedge Fund Manager’s View on Liquid Alternatives

Included below is an excerpt of Andrew Beer’s article in WealthManagement.com: There’s something amiss in the liquid alts space. After years of stellar growth, adoption of liquid alternatives at wirehouses ground to a halt last year, according to a recent study by the Money Management Institute and Dover Financial Research called Distribution of Alternative Investments through Wirehouses (2016). Consequently, despite growing risks in 60/40 portfolios, most retail investors are significantly underinvested relative to target allocations. On top of this, some big players that were early adopters of liquid alternatives are rethinking that move strategically. “Generation one” of liquid alts had …

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