People On The Move

Liquid Alternatives

Liquid Alternative investments have emerged over the past decade as one of the fastest-growing areas within asset management. As pensions, endowments, foundations and other institutional investors have long benefited from Alternative Investments within their portfolios, Liquid Alternatives enable investors to have access to alternative investment strategies in fund structures that provide daily liquidity, full transparency, low investment minimums and other key attributes for investors. DailyAlts is your source for the most up-to-the-minute news, commentary and analysis on the global market for Liquid Alternatives.

Top Story

Liquid Alternatives: CI Global Launches Liquid Alt ETF And Mutual Fund

August 18, 2021

CI Global Asset Management announced on Monday the launch of six ETFs, one of which is an alternative fund that is also offered as a mutual fund. The CI Alternative Diversified Opportunities Fund is a liquid alternatives mutual fund sub-advised by Marret Asset Management Inc., a fund management team with deep experience in alternative fixed-income strategies.

Read More...

Get Daily Updates

Subscribe to DailyAlts Today to get Alternative Investment news, insight, and commentary delivered straight to your inbox every day.

  • This field is for validation purposes and should be left unchanged.

More Stories on Liquid Alternatives

Liquid Alternatives: Blueprint’s “Alternative To Liquid Alternatives”

July 29, 2021

Blueprint Investment Partners have issued a report analyzing the performance of liquid alternatives across major market drawdowns, given the fact that demand for these products has materialized into a 300% increase in U.S. liquid alternative mutual fund and ETF assets since Q3’07. The report finds that despite their perceived success, liquid alts face challenges such as high expenses, tracking error and clients’ propensity to exit these strategies in the face of bull markets.

Liquid Alternatives: Three Reasons

July 26, 2021

Spawned after the 2008 financial crisis, liquid alternatives have disappointed investors. During the 2010s, these instruments averaged an annualized gain of 1.66%. Writing in Morningstar, columnist John Rekenthaler makes a telling comment in his article Liquid Alternatives Funds: Is There Any Hope?: “The concern lies when the hedged investment trails high-quality bonds, as has been the case with liquid alternatives funds. In that case, why bother with trickery? You could just hold Treasuries instead.”

Liquid Alternatives/Hedge Funds: Aspect Capital Launches Core Strategy In Liquid Wrapper

July 22, 2021

The Aspect Core Diversified Programme is offered in a  daily-liquid, UCITS-compliant investment vehicle. Aspect Capital Limited, a London-based systematic hedge fund and CTA pioneer with $8.8 billion in assets announced Wednesday (July 21, 2021) its launch of the Aspect Core UCITS Fund. The new fund joins the Aspect Diversified Trends Fund and the Aspect Systematic…

Liquid Alternatives/ESG: CI Global Launches Mutual Funds And ETFs Focusing On Climate Change, Liquid Alt Strategies

July 13, 2021

CI Global Asset Management announced today the launch of two new equity funds – the CI Global Climate Leaders Fund, which focuses on firms leading the global campaign against climate change, and CI Alternative North American Opportunities Fund, which uses alternative strategies to invest in innovative high-growth companies.

Liquid Alternatives: BlackRock Launches Liquid Alternatives ESG Fund In Europe

July 7, 2021

BlackRock (NYSE: BLK) has introduced its Systematic Multi-Strategy ESG Screened fund in Europe. The new fund is categorized as Article 8 under the European Union’s Sustainable Finance Disclosure Regulation (SFDR). It seeks to provide a total return in the form of capital and income through three uncorrelated and complementary strategies.

Liquid Alternatives: Franklin Templeton Launches Two New UCITS Trading Cat Bonds and Risk Premia

June 22, 2021

The Franklin K2 Cat Bond UCITS Fund and Franklin K2 Athena Risk Premia UCITS Fund make their debut in the face of growing demand for investment opportunities in the liquid alternatives space. The two strategies offer diversification benefits to European investors because of their substantially less correlation to the traditional asset classes.

Liquid Alternatives: The Emles Alpha Opportunities ETF For A Long/Short Equity Strategy

June 17, 2021

Emles Advisors announced last week the launch of the Emles Alpha Opportunities ETF (EOPS) which applies a long/short strategy while investing primarily in value stocks of North American companies with a focus on “old economy” sectors like industrials, consumer discretionary, and materials. The fund is trading on the CBOE BZX Exchange and applies an expense ratio of 1.75%.

Liquid Alternatives/ESG: JP Morgan Launches ESG Liquid Alt Fund In Thailand

June 7, 2021

JP Morgan Asset Management (JPNAM) and Thailand’s Kasikorn Asset Management have jointly created a sustainable liquid alternative fund called K-SUSTAIN-UI. To be distributed by Kasikorn Private Banking, the new product will invest in the JP Morgan Multi-Manager Sustainable Long/Short Fund. It gives investors a liquid alternative product with an ESG focus.

Liquid Alternatives: The Wilshire Liquid Alternative Index Returns 1.54% In April

June 1, 2021

The Wilshire Liquid Alternative Index Returns 1.54% In April. That figure underperformed the 1.63% monthly return from the HFRX Global Hedge Fund Index in the month of April.

Liquid Alternatives: Formidable Asset Management Launches Liquid Alternatives ETF

May 28, 2021

Formidable Asset Management, LLC announced the launch of the Formidable ETF (NYSE:ARCA: FORH), the firm’s first ETF product. The ETF is an actively managed, liquid alternatives portfolio diversified among multiple distinct strategies, including tail hedging, inside a single ETF.

Liquid Alternatives: Before The Bubble Bursts, Take Shelter In Value And Liquid Alts (GMO’s Inker)

May 24, 2021

A retail investor called up Inker in the middle of the night to berate him for his view that retail investors would be hit hardest when the market collapses. Writing on the incident in his Q1 2021 letter, Inker said investors, particularly newbies, should shift away from speculative growth stocks to value or liquid alternatives.

Liquid Alternatives: Advisors Need Creative (Liquid) Alternatives – Aspiriant

May 13, 2021

The traditional [60:40] portfolio may no longer work over the long term. Sandi Bragar, managing director at Aspiriant, a wealth management firm based in Los Angeles with $14 billion in assets under management recommends advisors look for alternatives to the [60:40] portfolio. Reason: Expensive stocks and low returns on bonds. (Financial Advisor) The [60:40] is…

Liquid Alternatives: Ninepoint Launches A Liquid Alternative Bond Fund

May 7, 2021

Canadian alternative asset manager Ninepoint Partners LP announced Thursday the launch of the Ninepoint Alternative Credit Opportunities Fund, a new liquid alternative mutual fund that will invest in Canadian, U.S., and international fixed income securities for short-term and long-term gains.

Liquid Alternatives: WisdomTree Launches Income Fund Focused On Alternative Credit

May 7, 2021

Asset manager WisdomTree Investments, Inc. (NASDAQ: WETF) has launched a new ETF designed to navigate the current yield-challenged environment. The WisdomTree Alternative Income Fund (HYIN) will invest in alternate credit sectors and trade on the CBOE.

Liquid Alternatives: “Alternatives Should Be A Core Holding For Investors” (Mackenzie)

April 26, 2021

Liquid alternatives, also known as liquid alts, are mutual funds and ETFs that aim to provide investors with diversification and portfolio stability through alternative investment strategies. Alternatives include assets such as infrastructure, real estate, and commodities; alternative strategies, which use tools like short-selling or leverage to amplify returns and manage volatility; and private markets, which include equity, credit, infrastructure, or other categories. According to Mackenzie Investments, traditional portfolios should include a component of alternatives for diversification, protection, and steadier returns in today’s volatile markets.

Liquid Alternatives: Optimizing the 60/40 Portfolio Through Varying Market Conditions with Liquid Alts

April 23, 2021

Salvatore Bruno, Chief Investment Officer and Managing Director, IndexIQ; Kelly Ye, Director of Research, IndexIQ; and Dan Petersen, Director, Product Management, IndexIQ, delved at length on an environment characterized by volatile equity markets and low but rising interest rates. In a webcast titled “Optimizing the 60/40 Portfolio Through Varying Market Conditions with Liquid Alts,” they suggested liquid alternative ETFs as a fast-growing asset class offering the highest degree of liquidity among alternatives.

Liquid Alternatives: The Wilshire Liquid Alternative Index Returns 0.97% In March

April 14, 2021

The Wilshire index provides a representative baseline for the performance of the broader liquid alternatives space. According to Wilshire Associates, the index aims “to deliver precise market measures for the performance of diversified liquid alternative investment strategies implemented through mutual fund structures, backed by a proprietary classification methodology.”

Liquid Alternatives: The Wilshire Liquid Alternative Index Returns 1.18% In February

March 17, 2021

The Wilshire Liquid Alternative Index Returns 1.18% In February. That figure underperformed the 1.52% monthly return from the HFRX Global Hedge Fund Index in the month of February.

Liquid Alternatives: “Replace The Flawed 60/40 Approach With A Multi-Asset Portfolio” – 7IM

March 16, 2021

According to Matthew Yeates, Head of Alternatives and Quantitative Strategy, 7IM, current record low yields on bonds have made the 60:40 investing mantra an “anachronism.” Bonds provide neither the returns nor the benefit of diversification as a foil to the riskier and higher growth equity component in the portfolio. The solution is to incorporate alternatives into the investing mix.

Liquid Alternatives: “Create Interesting Revenue Streams Without Locking Up Money For Ten Years”

February 25, 2021

Though many liquid alternative strategies have disappointed in recent times, investors can nevertheless create “interesting revenue streams” by combining various strategies. This they can achieve without locking their money up for up to 10 years, says Patrick Ghali, co-founder at hedge fund advisory Sussex Partners.

Liquid Alternatives: The Wilshire Liquid Alternative Index Returns 0.01% in January

February 19, 2021

The Wilshire Liquid Alternative Index Returns 0.01% in January. This figure outperformed the -0.16% return from the HFRX Global Hedge Fund Index in the month of January. The Wilshire index provides a representative baseline for the performance of the broader liquid alternatives space.

Liquid Alternatives: Hercules Investments Launches A Liquid Alternatives Mutual Fund

February 2, 2021

Hercules Investments, a Registered Investment Adviser and asset manager, is harnessing the potential of a liquid alternative strategy to shield investors from the vagaries of a highly volatile stock market triggered by the pandemic. Furthermore, down the line, massive stimulus measures and deficit financing bring up the specter of rising inflation.

Liquid Alternatives/Private Equity: A Mackenzie Mutual Fund Offers Private Equity Exposure To Retail Investors

January 26, 2021

The Mackenzie Private Equity Replication Fund is a new mutual fund from Mackenzie Investments launched earlier this month. Mackenzie is active in liquid alternatives, and this is its sixth fund in that space. The fund manager expects liquid alternatives to grow to $100 billion in assets under management in Canada within the next few years.

Liquid Alternatives: The Wilshire Liquid Alternative Index Gains 1.68% in December

January 13, 2021

The Wilshire Liquid Alternative Index was up 1.68% in December. The Wilshire index provides a representative baseline for the performance of the broader liquid alts space. This figure underperformed the 2.45% return from the HFRX Global Hedge Fund Index in the month of December.