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Alts Democratized, + Website: A Practical Guide to Alternative Mutual Funds and ETFs for Financial Advisors (Wiley Finance) - Hardcover
Synopsis
A Comprehensive Review of the Liquid Alts Market and How ‘40 Act Products Can Enhance Client Portfolios
Liquid alternatives give investors access to hedge fund strategies with the benefits of ’40 Act products: lower fees, higher liquidity, greater transparency, and improved tax efficiency.
Alts Democratized is a hands-on guide that offers financial advisors and individual investors the tools and analysis to enhance client portfolios using alternative mutual funds and ETFs. Well-grounded in research and replete with more than 100 exhibits of Lipper data, Alts Democratized profiles the top ten funds in each of the eleven Lipper liquid alt classifications. This includes total net assets, fund flows, risk and return metrics, and the factor exposures that drive performance and help explain correlations to various forms of beta. Jessica Lynn Rabe and Robert J. Martorana, CFA, combine this research with a comprehensive framework for fund selection and portfolio construction to enhance the asset allocation process, facilitate portfolio customization, and manage client expectations.
In addition, the book includes functional perspectives on issues pertinent to financial advisors such as fees, client suitability, and volatility management. This helps advisors apply the concepts to portfolios and offer actionable investment advice. The authors also interviewed executives at leading wealth management firms to provide color on industry trends and best practices.
The companion website provides ancillary materials that reinforce and supplement the book, including:
- The authors’ top ten takeaways
- Classification cheat sheet
- Portfolio construction guide (full color)
- Talking points for clients
- Q&A on liquid alts
- Presentation with all 118 exhibits from the book (full color)
Alts Democratized comprises a complete resource for the advisor seeking new sources of alpha, diversification, and hedging of tail risks.
"synopsis" may belong to another edition of this title.
About the Author
JESSICA LYNN RABE is a Research Associate at ConvergEx Group, a global brokerage company based in New York. Rabe assists the firm's Chief Market Strategist in publishing the ConvergEx MorningBriefing, a daily commentary on financial markets. Rabe has also published articles and contract research on the liquid alts industry.
ROBERT J. MARTORANA, CFA, owns Right Blend Investing, LLC, a Registered Investment Advisory firm based in New Jersey. Martorana manages client portfolios, analyzes alternative products, and is a consultant to the mutual fund industry.
From the Back Cover
A Comprehensive Review of the Liquid Alts Market and How '40 Act Products Can Enhance Client Portfolios
"This book offers a simple, practical guide that helps investors benefit from their newfound access to advanced strategies. This brings power back to the investor and is the democratization of alternatives."
From the Foreword by Robert Jenkins, Global Head of Research at Thomson Reuters Lipper
The emergence of liquid alts is empowering advisors and their clients by democratizing access to sophisticated investment strategies. These "hedge fund strategies in '40 Act wrappers" offer new forms of diversification and potential alpha, and are revolutionizing portfolio construction as advisors create new investment solutions to help clients reach their goals.
Alts Democratized and its companion website use Lipper's classification system to provide a detailed analysis of liquid alts, including the factors that drive risk and return and the roles these funds serve in client portfolios. The book features more than 100 exhibits of Lipper data as well as in-depth interviews with executives at leading firms in the asset management industry. The authors offer insightful quantitative analysis and practical applications in this objective, authoritative, and comprehensive resource.
From the Inside Flap
Liquid alternatives give investors access to hedge fund strategies with the benefits of '40 Act products: lower fees, higher liquidity, greater transparency, and improved tax efficiency.
Alts Democratized is a hands-on guide that offers financial advisors and individual investors the tools and analysis to enhance client portfolios using alternative mutual funds and ETFs. Well-grounded in research and replete with more than 100 exhibits of Lipper data, Alts Democratized profiles the top ten funds in each of the eleven Lipper liquid alt classifications. This includes total net assets, fund flows, risk and return metrics, and the factor exposures that drive performance and help explain correlations to various forms of beta. Jessica Lynn Rabe and Robert J. Martorana, CFA, combine this research with a comprehensive framework for fund selection and portfolio construction to enhance the asset allocation process, facilitate portfolio customization, and manage client expectations.
In addition, the book includes functional perspectives on issues pertinent to financial advisors such as fees, client suitability, and volatility management. This helps advisors apply the concepts to portfolios and offer actionable investment advice. The authors also interviewed executives at leading wealth management firms to provide color on industry trends and best practices.
The companion website provides ancillary materials that reinforce and supplement the book, including:
- The authors' top ten takeaways
- Classification cheat sheet
- Portfolio construction guide (full color)
- Talking points for clients
- Q&A on liquid alts
- Presentation with all 118 exhibits from the book (full color)
Alts Democratized comprises a complete resource for the advisor seeking new sources of alpha, diversification, and hedging of tail risks.
"About this title" may belong to another edition of this title.
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Alts Democratized: A Practical Guide to Alternative Mutual Funds and ETFs for Financial Advisors (Wiley Finance)
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