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.
As bonds failed to provide protection in 2022, investors have turned to liquid alternatives, which offer exposure to asset classes or investment strategies that are considered alternative to traditional assets with similar liquidity profiles. Examples include hedge funds, commodities, and REITs.
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More Stories on Liquid Alternatives
Liquid Alternatives: Changebridge Capital Launches Long/Short Equity ETF
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
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
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
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)
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
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
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)
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.
Liquid Alternatives: Retail Investors Can Use Alternative ETFs To Their Advantage
Krista Hicks, senior vice president of business development at Horizons ETFs, will speak at the WP Advisor Connect virtual event on Thursday, September 24, 2020. The virtual event is themed “The Rise of Alternative Investments” and aims to deliver a comprehensive view of the world of alternative investments. Hicks will participate in the workshop “Why alternatives should have a place in your portfolio” led by Women in ETFs.
Liquid Alternatives: The Wilshire Liquid Index Returns 1.3% in August
The Wilshire Liquid Alternative Index returned 1.3% in August. The index provides a representative baseline for the performance of the broader liquid alts space. This figure fell short of the 1.54% return from the HFRX Global Hedge Fund Index in August.
Liquid Alternatives: “A Must-Have Component” To Weather Volatility
An article by Kathryn M. Fuller, Carol E. Derk, Ronald M. Kosonic, and Roma Lotay of Borden Ladner Gervais LLP titled “2020 Spotlight on alternative mutual funds – opportunities ahead” published in LEXOLOGY on September 10. Alternative mutual funds (informally referred to as “liquid alt funds”) may emerge “as a must-have component of a portfolio’s personal protective equipment,” says the article.
Liquid Alternatives: One Solution For Navigating The Challenges From Unprecedented Low Bond Yields
In a note titled “A Roadmap For Navigating Today’s Low Interest Rates,” GMO’s Matt Kadnar warns investors of three challenging fallouts from today’s unprecedented low bond yields. These are: replacing the income bonds used to provide; the loss of depression protection arising from bond yields having little or no room to fall; and protection against the twin risks of rising inflation and rising interest rates.
Liquid Alternatives: Soon, On A Blockchain With The Archax+ Algorand Tie-Up
Archax and blockchain provider Algorand will collaborate to create smart financial products that can trade on the newly FCA-regulated Archax digital exchange. These innovative new products include stablecoins and liquid alternatives. The latter are financial products, available in an ETF or mutual fund wrapper, that employ alternative investment strategies but can be bought or sold every day.
Liquid Alternatives: A Potential Golden Era Afoot For Liquid Alternatives
Davin Hood, managing director at Cor Capital, a Melbourne-based investment manager, feels that now is not a good time to ignore alternatives. “A fundamental economic standpoint is clearly one of a high degree of risk and traditional asset allocations have been heavily tied to equity market growth,” he observes. Hood advocates an absolute return mindset that focuses on the reduction of drawdowns to allow for the power of compounding of returns.
Liquid Alternatives: Churn Amongst Senior Portfolio Managers at AllianzGI Liquid Alt Funds
Portfolio managers at AllianzGI for three funds in the market neutral long/short category and one fund in the merger arbitrage strategy have been reassigned.
Liquid Alternatives/ESG: New Challenges for Pension Financing and Retirement Security
The webinar by the Bloomberg Women’s Buyside Network featured John Livanas, Chief Executive Officer, State Super; Geraldine Buckingham, Chair and Head of Asia Pacific, BlackRock; and Ludovic Subran, Chief Economist, Allianz. Bloomberg’s Executive Editor, Tracy Alloway, moderated the webinar.
Private Equity: Onex Corporation Promotes Le Blanc to President
Private Equity: Onex Corporation Promotes Le Blanc to President Private equity firm Onex has promoted Bobby Le Blanc to president. He will now oversee all business ventures and will serve as head of Onex Partners. Le Blanc will also be in charge of reporting to Chairman and CEO Gerry Schwartz. According to Schwartz, “Having joined…
Private Equity: Private Equity Takes Away from Texas Retirement System
Private Equity Takes Away from Texas Retirement System The Employees’ Retirement System of Texas’s private equity portfolio has lost 2.14 percent as of June 30. The private equity portfolio is worth $4.4 billion, but it was the biggest detractor at a 1.9 percent loss. Before the Coronavirus pandemic, the private equity portfolio was strong at…
ESG Investments to Gain Popularity in Real Estate
ESG Investments to Gain Popularity in Real Estate As the environment becomes more of a priority among the public, environmental responsibility has become a priority for businesses and organizations as well. The looming effects of climate change are pressuring businesses and corporations to take action. Oil and gas companies in particular are facing increasing pressure…
Liquid Alternatives: Prime Capital to Launch Liquid Alts Credit Fund
Liquid Alts Proliferate as Their Attributes Shine. Independent asset manager Prime Capital is one of the lastest firms to roll out a liquid credit fund. The fund offers a range of alternative credit strategies, including trade finance and real estate bridge financing. This fund will invest between 15 and 20 funds globally. They will be…
Liquid Alternatives Enable Access for Individuals to Alternative Investments
Liquid Alts Offer Endowment Style Investing to Individuals. Liquid alternatives consist of a wide variety of investment options, strategies and portfolio options. Alternative investment prevalence has been growing in recent years among both everyday investors and large financial institutions. This growth in popularity has largely benefitted individual investors in mulitple respects. Alternative investments have historically…
Illinois Municipal Fund Earmarks $125 millions for Alternative Investments
Alternative Investments: Illinois Municipal Fund Earmarks $125 millions for Alternative Investments Oak Brook — an Illinois-based Municipal Retirement Fund — has designated $125 million for alternative investments. The $125 million will be split — $75 million will be invested in Clearlake Flagship Plus Partners. $25 million will be invested in EnCap Energy Transition Fund I,…
Liquid Alternatives: Prime Capital Launches Liquid Alts Credit Fund
Prime Capital’s Liquid Alternative Credit Fund, a new fund of funds, will invest in 15 to 20 underlying funds which are diversified globally and invest in alternative credit strategies such as trade finance and real estate bridge financing. Prime Capital AG manages €17.2bn of assets in various funds.
Private Equity: Healthcare Firm Edifecs Lands PE Deal
Private equity firms TA Associates and Francsico Partners announced that they will complete a deal with healthcare software company Edifecs. CEO of Edifecs Sunny Singh intends to lead the company through a transformation. The healthcare industry is quickly changing with the help of the technology sector. According to Singh, “Today’s healthcare industry is in a…