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: 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…

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: 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.

Liquid Alternatives/Hedge Funds: New OYSTER Stable Return SICAV Fund Replicates Hedge Fund Returns

December 18, 2020

The OYSTER Stable Return SICAV fund will provide investors with an all-weather strategy focused on delivering stable hedge fund returns to institutional and retail investors with competitive fees, daily liquidity, and transparency.
The fund aims to use liquid exchange trade products to replicate the portfolios of leading hedge funds. At an annual management fee of only 0.8%, the fund will use a proprietary replication process.

Liquid Alternatives: The Wilshire Liquid Alternative Index Gains 3.19% in November

December 16, 2020

The index provides a representative baseline for the performance of the broader liquid alternatives space. This figure outperformed the 2.82% return from the HFRX Global Hedge Fund Index in the month of November.

Liquid Alternatives: Franklin Templeton Launches Long/Short Emerging Markets Debt Fund

December 8, 2020

The Franklin K2 Emso Emerging Markets Ucits fund is launched as a part of FT subsidiary K2’s Luxembourg-based alternative funds’ range. The fund will seek long and short exposures, including through the use of derivatives, to debt securities of sovereign and corporate obligors and currencies in emerging markets.

Liquid Alternatives: Cerulli Research Expects Higher Demand For Liquid Alternatives In Europe

December 7, 2020

The need for diversification and the promise of uncorrelated returns will boost demand in Europe for liquid alternatives over the medium term, says new research presented in the latest issue of The Cerulli Edge – Global Edition.

Liquid Alternatives: Changebridge Capital Launches Long/Short Equity ETF

November 20, 2020

The Changebridge Capital Long/Short Equity ETF seeks long-term capital appreciation while minimizing volatility. The fund also aims to generate positive alpha via both the long and short portfolios throughout an entire investment cycle. The ETF has the potential to enhance an investor’s return profile while reducing risk.

Liquid Alternatives: Leatherback Asset Management Launches Its First ETF

November 19, 2020

Leatherback Asset Management is led by Michael Winter (pictured above), founder and 20 year veteran of the mutual fund an alternative asset management industry. The firm announced Tuesday the launch of its first exchange-traded fund: The Leatherback Long/Short Alternative Yield ETF (NYSEARCA: LBAY).

Liquid Alternatives: The Wilshire Liquid Alternative Index Declines 0.51% in October

November 13, 2020

The Wilshire Liquid Alternative Index was down 0.51% in October. The index provides a representative baseline for the performance of the broader liquid alts space. This figure fell short of the -0.22% return from the HFRX Global Hedge Fund Index in the month of October.

Liquid Alternatives: Fidelity Canada Launches Three New Liquid Alt Mutual Funds

October 22, 2020

Fidelity Investments Canada, one of the country’s largest investment managers, announced on Tuesday the launch of its maiden offerings within a liquid alternatives suite for Canadian investors.

Liquid Alternatives: Watch Out For These “Potholes” (Goldman Sachs)

October 21, 2020

Theodore Enders, Global Head of Goldman Sachs Asset Management (GSAM) Strategic Advisory Solutions, says that investors are sometimes disillusioned with their investments in alternatives. However, on closer analysis, it turns out that poor implementation choices within portfolios are more often the problem rather than flawed strategies.

Liquid Alternatives: Because Bonds No Longer Diversify Or Pay A Yield

October 19, 2020

Matthew Yeates, Head of Alternatives and Quantitative Strategy at 7IM, recalls how he watched government bonds falling in value alongside equities during the March sell-off. This was not the way a traditionally balanced portfolio was meant to work.

Liquid Alternatives: The Wilshire Liquid Alternative Index Declines 0.73% in September

October 15, 2020

The Wilshire Liquid Alternative Index was down 0.73% in September. The index provides a representative baseline for the performance of the broader liquid alts space. This figure fell short of the -0.17% return from the HFRX Global Hedge Fund Index in the month of September.

Liquid Alternatives: Investors May Cold-Shoulder Bonds In “Great Rebalancing” (HSBC)

October 15, 2020

HSBC Global Asset Management’s latest quarterly outlook report suggests that investors should brace for a prolonged phase of low output ahead amidst a continuing COVID situation, high unemployment, and elevated savings. HSBC Chief Global Strategist Joe Little says that low bond yields may be around for a while given current macroeconomic trends, and that core bonds as an asset class may be a spent force.