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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.

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Liquid Alternatives: Takeaways From The AMG Q2 Earnings Call

August 2, 2022

Affiliated Managers Group, Inc. (NYSE: AMG) is a leading partner to independent active investment management firms globally. AMG’s strategy is to generate long-term value by investing in a diverse array of high-quality independent partner-owned firms. The company’s Q2 Earnings Call on Monday, August 2, had some valuable takeaways for alternatives investing, particularly liquid alternatives.

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More Stories on Liquid Alternatives

Liquid Alternatives: Investors Vote For Liquid Alts in 2022 Amidst Troubled Bond And Stock Markets

July 29, 2022

There is a spike in inflows into liquid alts funds during 2022. According to a 2019 study by Greenwich Associates, liquid alts then had a market share of 4% among institutional investors, ranging from a high of 6% among public pension funds to a low of 2% among corporate programs and outsourced CIOs in the…

Liquid Alternatives: Alternative Investments Pick Up As The 60/40 Mantra Fades

July 22, 2022

Rising interest rates, runaway inflation, and geopolitical turmoil have combined to ruin the pitch for the go-to 60/40 portfolio allocation between bonds and equities. Result: Advisors are leaning increasingly towards alternative investments and portfolio allocations to such products have risen sharply this year, according to a study by Cerulli Associates.

Liquid Alternatives: Fidelity Investments Launches Two New Liquid Alt Mutual Funds

July 19, 2022

As the standard 60/40 portfolio allocation looks increasingly shaky, a hunt is afoot for alternative products, and liquid alternatives are tracking higher on investors’ radar. Fidelity Investments launched last week the Fidelity Macro Opportunities Fund (FAQFX) and Fidelity Risk Parity Fund (FAPZX), two new mutual funds marking the firm’s foray into liquid alternatives.

Liquid Alternatives: An ETF For Leveraged Exposure To Pre-Merger SPAC Securities

July 18, 2022

On July 12, the RiverNorth Enhanced Pre-Merger SPAC ETF (NYSEARCA: SPCZ) commenced trading on the NYSE. Launched by RiverNorth Capital Management, LLC and TrueMark Investments, the actively managed fund invests in pre-merger securities of SPACs (Special Purpose Acquisition Companies) whose business plan is to raise capital in an Initial Public Offering (IPO) and, within a specific period, engage in a merger or acquisition with one or more unidentified companies.

Liquid Alternatives: “A Diverse Range Of Strategies That Can Zig When The Market Zags”

July 6, 2022

Lukas Strobl, editorial manager for EMEA at Morningstar, interviews Francesco Paganelli. The topic: Liquid alternatives as a “hedge fund-lite” kind of strategy.

Liquid Alternatives: Picton Mahoney Launches Liquid Alternative Fund In Mutual Fund And ETF Formats

May 16, 2022

Picton Mahoney Asset Management launched the new Picton Mahoney Fortified Alpha Alternative Fund earlier this month. A liquid alternative fund, it is available in five classes of units, namely, Class A, Class F, Class FT, Class I and ETF units, and aims to provide consistent long-term capital appreciation to unitholders with an attractive risk-adjusted rate of return.

Liquid Alternatives: Fidelity Starts New Unit Offering Liquid Alternatives

April 1, 2022

Fidelity Investments has launched Fidelity Diversifying Solutions, a new division offering investors access to hedge-fund like strategies inside a liquid alternatives wrapper, according to a report by Bloomberg. Headed by president Vadim Zlotnikov, the new unit has already commenced hiring employees, and offering investment products.

Liquid Alternatives: Swiss Asset Manager Unigestion Launches Global Macro Fund

September 30, 2021

Unigestion, the Geneva-headquartered, independent, asset management company specializing in risk-managed equity portfolios and alternatives, has launched a global macro fund within its liquid alternatives cross-asset range.

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.

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.