Titolo: Alts Democratized, + Website: A Practical ...
Casa editrice: Wiley
Data di pubblicazione: 2014
Condizione libro: New
Brand New, Unread Copy in Perfect Condition. A+ Customer Service! Summary: Get a firm grasp of the liquid alts market to fortify client portfolios Alts Democratized is the financial advisors practical guide to using alternative mutual funds and exchange-traded funds in client portfolios. Codice inventario libreria ABE_book_new_1118971019
Riassunto: Get a firm grasp of the liquid alts market to fortify client portfolios
Alts Democratized is the financial advisor's practical guide to using alternative mutual funds and exchange-traded funds in client portfolios. With a strong academic foundation, this book explains portfolio construction in actionable terms to provide the comprehensive background advisors need to work effectively within the alts space. The companion website provides ancillary materials that reinforce the concepts presented, including PowerPoint summaries of key themes and trends, educational webinars, and infographics, plus follow-up articles from financial media outlets. Readers also gain access to key tables and charts that streamline the adoption of alts and ETF strategies, providing a complete resource for the advisor seeking new sources of alpha, diversification, and hedging of tail risks.
Liquid alternatives have grown explosively since 2006, as hedge fund strategies finally become available in ETF and mutual fund structures. The next stage in the democratization of alternatives requires both quantitative analysis and practical applications, and advisors demand an objective, authoritative, and comprehensive overview. Alts Democratized fills this need, and helps advisors provide new solutions to help meet client goals.
Alternative mutual funds are more than just an accessible door into hedge fund investing ? they offer the opportunity of lower fees, higher liquidity, and greater transparency. Advisors require a deep understanding of the alts market to better serve their clients in the new investing climate, and Alts Democratized is a clear, complete resource.
A Comprehensive Review of the Liquid Alts Market and How ?40 Act Products Can Enhance Client Portfolios
Liquid alternatives give investors access to hedge fund strategies with the benefits of ?40 Act products: lower fees, higher liquidity, greater transparency, and improved tax efficiency.
Alts Democratized is a hands-on guide that offers financial advisors and individual investors the tools and analysis to enhance client portfolios using alternative mutual funds and ETFs. Well-grounded in research and replete with more than 100 exhibits of Lipper data, Alts Democratized profiles the top ten funds in each of the eleven Lipper liquid alt classifications. This includes total net assets, fund flows, risk and return metrics, and the factor exposures that drive performance and help explain correlations to various forms of beta. Jessica Lynn Rabe and Robert J. Martorana, CFA, combine this research with a comprehensive framework for fund selection and portfolio construction to enhance the asset allocation process, facilitate portfolio customization, and manage client expectations.
In addition, the book includes functional perspectives on issues pertinent to financial advisors such as fees, client suitability, and volatility management. This helps advisors apply the concepts to portfolios and offer actionable investment advice. The authors also interviewed executives at leading wealth management firms to provide color on industry trends and best practices.
The companion website provides ancillary materials that reinforce and supplement the book, including:
Alts Democratized comprises a complete resource for the advisor seeking new sources of alpha, diversification, and hedging of tail risks.
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Libreria AbeBooks dal: 7 maggio 2014
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