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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: 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.

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More Stories on Liquid Alternatives

Liquid Alternative ETFs on Institutional Shopping Lists

November 7, 2019

A study commissioned by IndexIQ reveals that there could be a surge in institutional interest in liquid alternative ETFs. This trend could push up their assets to $114 billion, or double their current value, in the coming 12 months.

NBER: Beware Bond Mutual Funds and Their Reported Holdings

November 5, 2019

The National Bureau of Economic Research issued a stark warning about bond mutual funds and risk. In a new report, NBER says that at least 30% of bond mutual funds hold riskier assets than what Morningstar reports. The agency released this warning in a report titled “Don’t Take Their Word For It: The Misclassification of Bond Mutual Funds.”

Liquid Alternatives: Picton Mahoney Acquires Five Funds from Vertex One

October 23, 2019

Picton Mahoney Asset Management will acquire a clutch of alternative investment funds from Vancouver-based Vertex One Asset Management Inc.
Picton Mahoney will henceforth function as the investment and portfolio manager of the following funds, with strategies given alongside.

Liquid Alternatives: The Waypoint All Weather Liquid Alternative Mutual Fund

October 16, 2019

Toronto-based Waypoint Investment Partners launch their first liquid alternative mutual fund.
The Waypoint All Weather Alternative Fund is a defensively-oriented mutual fund. It combines a portfolio of capital distributors and capital compounders with a put option overlay to shield from market drawdowns.

John Lidington Will Co-Manage Man Numeric’s Liquid Private Equity Strategy

October 15, 2019

Man Numeric have appointed John Lidington as co-portfolio manager of its liquid private equity strategy alongside existing portfolio manager Charles Liu.
Liquid private equity may sound like a contradiction in terms. However, Man Numeric invests in small, listed companies that mimic the profile of a typical private equity portfolio.
Therefore, the strategy seeks to generate returns (and carry risk) similar to that of a buyout fund. However, the investor gains from vastly better liquidity and much lower costs.

Overlay Shares: The Icing on Your Index ETF Cake (Now for Everybody)

October 15, 2019

Once the preserve of accredited investors and institutions, this suite of Overlay Shares ETFs is now available to the everyday investor. A capital-efficient overlay strategy combines with an underlying core index ETF to generate an additional, incremental, and tax-efficient income stream.

JP Morgan Asset Management

JP Morgan: Fund Flows May Point to Higher Recession Risk

October 14, 2019

JP Morgan suggests that retail investors and consumers are losing confidence in the U.S. economy. The bank cited the outflows of capital from the equity markets and the rush of capital into bonds as a reason. In 2019, $683 billion has moved into bond funds. Meanwhile, stock funds have seen outflows of $177 billion. These figures come from the Investment Company Institute, EPFR, and Bloomberg.

Fidelity Investments Eliminates Commissions

October 11, 2019

Fidelity Investments announced Thursday that it is eliminating commissions for stock trading. The elimination of commissions will also include exchange-traded funds (ETFs) and options. The firm is the latest in a long line that has cut fees to zero as the discount broker wars continue.

AGF Leverages Its Quants Team to Offer Three Liquid Alternative Funds in Canada

October 11, 2019

Three new liquid alternative funds from AGF Investments Inc. provide better risk-adjusted returns. AGF has just launched three liquid alt funds in Canada. These are the (AGFiQ) US Market Neutral Anti-Beta CAD-Hedged ETF (QBTL), US Long/Short Dividend Income CAD-Hedged ETF (QUDV) and the US Long/Short Dividend Income CAD-Hedged Fund. “These offerings build on AGF’s long…

Bitwise Asset Management

SEC Rejects Bitcoin ETF Proposal from Bitwise

October 10, 2019

The Securities and Exchange Commission (SEC) rejected Bitwise Asset Management’s efforts to launch a bitcoin exchange-traded fund (ETF). The agency said that Bitwise’s proposal failed to meet legal requirements tied to market manipulation and other concerns. However, the SEC blamed NYSE Arca instead of Bitwise for the rejection.

Are Mutual Fund Managers Signaling A Selloff?

October 9, 2019

The Investment Company Institute released weekly data on mutual funds and exchange traded funds (ETFs) on Wednesday. The data suggest that fund managers are very concerned about the U.S. economy, the ongoing trade war, and other factors. Last week, mutual funds and ETFs dropped roughly $11.8 million in U.S. equities.

These Hot New ETFs Protect Your Downside…And…Someone’s Taking Out A Patent on Them

October 9, 2019

There’s a new category of ETFs out there known as Defined Outcome ETFs. Also known as Buffer ETFs, these funds are seeing a rush of inflows as investors try to shield themselves from market volatility. In so doing, they also look to protect themselves from losses, while keeping open the potential for gains.

Could Crypto ETFs Finally Come In From The Cold?

October 9, 2019

The SEC will give a ‘yes-or-no’ ruling on its approval of the bitcoin-based exchange-traded fund (ETF) from Bitwise Investments by October 13. “We’re closer than we’ve ever been before to getting a bitcoin ETF approved,” said Matt Hougan, MD, and global head of research, Bitwise. The SEC’s approval would be a landmark event in the evolution of cryptocurrencies.

Waratah Capital Advisors’ New Liquid Alternative Mutual Fund

October 4, 2019

The Waratah Alternative Equity Income Fund gives investors access to one of the Group’s flagship strategies and star portfolio manager Jeannine LiChong.
The Waratah Alternative Equity Fund is the firm’s first liquid alternative mutual fund. It is a long-biased, actively managed portfolio of North American equities, with a focus on Canada. The fund can use options and short positions for risk protection.

IndexIQ And Nasdaq Dorsey Wright Tie Up to Offer A Liquid Alternatives ETF Model

October 4, 2019

IndexIQ launched the IQ Alternative Allocation Model, the first liquid alternative model on its platform, in collaboration with Nasdaq Dorsey Wright.
The IQ Alternative Allocation Model provides an absolute return strategy built around IndexIQ’s suite of liquid alternative ETFs.

Schroders Launches A Private Equity Fund On Its GAIA II Liquid Alternatives Platform

October 3, 2019

Investment manager Schroders has launched a private equity fund on its GAIA II liquid alternatives platform.
The Schroder private equity fund, titled “Schroder GAIA II Specialist Private Equity fund,” will target unlisted companies with an enterprise value of up to $250 million.

Vanguard Launches Actively Managed International Fund

October 3, 2019

A new Vanguard fund has launched to add to the firm’s list of mutual funds and ETFs launched under CEO Tim Buckley. The company has unveiled the Vanguard International Core Stock Fund (VWICX). It is the fourth actively-managed product to arrive at the company this year. The three other funds launched this year are Vanguard Global ESG Select Stock Fund, Vanguard Commodity Strategy Fund, and Vanguard Global Credit Bond Fund. At this pace, they might run out of managers.

Liquid Alternatives: Schroders’ GAIA Platform Launches Nuveen’s US Equity Strategies

October 2, 2019

Investors outside the US may now access Nuveen’s US equity long-short and equity market neutral strategies through Schroders.
Schroders and Nuveen have tied-up to offer two new funds on the Schroders UCITS GAIA platform.
The funds, Schroder GAIA Nuveen Equity Market Neutral and Schroder GAIA Nuveen Equity Long-Short funds focus on large-cap US equities. Further, they offer the added advantage of daily liquidity without a performance fee.

Aecom-Canyon Partners

Franklin Templeton and K2 Advisors Launch Liquid Hedge Fund Strategies

October 1, 2019

The Franklin Templeton Alternatives Funds (FTAF) offers five new liquid hedge fund strategies through K2’s managed account platform.

Wasatch Global Investors Launches Two New Funds

October 1, 2019

Wasatch Global Investors has launched two new mutual funds. They are the Wasatch International Select Fund and the Wasatch Global Select Fund.

CI Liquid Alternatives Get Warm Reception from Investors and Advisors

September 30, 2019

In the space of a mere ten months, assets at CI Investments’ liquid alternative funds have exceeded $1 billion. Strategies that were earlier the domain of sophisticated hedge funds are now available to the everyday investor via a special kind of mutual fund. CI Liquid Alternative funds combine ‘alternative’ strategies with the on-tap liquidity of…

PNC Investments Creates List of Recommended Liquid Alts Funds

August 25, 2019

PNC collaborates with Morningstar on new liquid alts project PNC Investments has launched a recommended list of liquid alternative mutual funds. The broker-dealer arm of PNC Financial is creating the PNCI Liquid Alternatives Conviction list consists of 18 open-ended mutual funds. The firm’s five-person diligence team collaborated with Morningstar’s manager selection team to build the…