Download e-book for iPad: Alts Democratized: A Practical Guide to Alternative Mutual by Jessica Lynn Rabe,Robert J. Martorana
By Jessica Lynn Rabe,Robert J. Martorana
A finished overview of the Liquid Alts industry and the way ‘40 Act items Can improve purchaser Portfolios
Liquid choices provide traders entry to hedge fund techniques with the advantages of ’40 Act items: decrease charges, better liquidity, larger transparency, and superior tax efficiency.
Alts Democratized is a hands-on advisor that provides monetary advisors and person traders the instruments and research to augment consumer portfolios utilizing replacement mutual cash and ETFs. Well-grounded in examine and replete with greater than a hundred indicates of Lipper info, Alts Democratized profiles the head 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 support clarify correlations to varied varieties of beta. Jessica Lynn Rabe and Robert J. Martorana, CFA, mix this examine with a complete framework for fund choice and portfolio building to reinforce the asset allocation procedure, facilitate portfolio customization, and deal with consumer expectations.
In addition, the ebook comprises practical views on concerns pertinent to monetary advisors resembling charges, shopper suitability, and volatility administration. This is helping advisors practice the options to portfolios and provide actionable funding recommendation. The authors additionally interviewed executives at top wealth administration corporations to supply colour on traits and top practices.
The spouse web site offers ancillary fabrics that strengthen and complement the ebook, including:
- The authors’ most sensible ten takeaways
- Classification cheat sheet
- Portfolio building advisor (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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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