Browsing: liquid alternatives

Posts Tagged ‘ liquid alternatives ’


Jun 13th, 2019 | Filed under: Newly Added, Hedge Fund Strategies, CTA, The A.I. Industry, Investing in Commodities, Equity Hedge Funds, Liquid Alternative Investiments, Hedge Funds, Liquid Alts, Commodities, ETFs, Macro and Managed Futures Funds, Other Topics in A.I.

By Nicolas Rabener of FactorResearch (@FactorResearch) INTRODUCTION Investing is challenging as it is complex and complicated, which requires continuous learning and updating of mental frameworks. Conflicts and contradictions are found everywhere. For example, data from the mutual fund industry shows that most funds fail to outperform their benchmarks, but investors inRead More

Canadian Mutual Funds Readying to Launch Liquid Alternatives

Nov 18th, 2018 | Filed under: Newly Added, Retail Investing, The A.I. Industry, Liquid Alternative Investiments, Alternative Mutual Funds, Liquid Alts, Smart Beta, Sales & Marketing in the AI Industry, Other Topics in A.I.

Scotiabank recently released what it calls a “high-level guide for mutual fund companies interested in launching liquid alternative products.” The creation of this guide was stimulated by a reform of the regulations of the Canadian Securities Administrators, aimed at making liquid alternatives more readily available to investors in Canada. OnRead More

The View from Toronto: Ratios Aren’t Set in Stone

Oct 30th, 2018 | Filed under: Newly Added, Hedge Fund Strategies, The A.I. Industry, Asset allocation, Hedge Funds, High-net-worth investors, Asset Allocation Models, Institutional Asset Management, Family Offices, Allocating to A.I.

On Oct. 29, the AIMA Canada Investor Forum 2018 convened at Sheraton Centre, Toronto. The event focused on new innovations in the world of alternative finance, brought about by a combination of investor demand and technological change. The forum kicked off with a discussion about the current role of hedgeRead More

Aftermath of 2008: Reactions to Decreased Liquidity

Nov 20th, 2016 | Filed under: Newly Added, The A.I. Industry, Liquid Alternative Investiments, Regulatory Environment, The Global Economy & Currencies, Liquid Alts, Macroeconomics, Finance & Economics, Other Topics in A.I.

A new report from State Street Corporation and the Alternative Investment Management Association says that nearly half of the market participants surveyed believe that decreased market liquidity is a secular change, not a cyclical one: that is, that it is a climate that is here to stay, not a rainRead More

Alternative Multi-Manager Mutual Funds: What’s the Value Proposition, Again?

Jan 25th, 2016 | Filed under: Newly Added, Hedge Fund Industry Trends, Retail Investing, Liquid Alternative Investiments, Alternative Mutual Funds, Liquid Alts, Fees, Structure of the Hedge Funds Industry, Other Topics in A.I.

By Andrew Beer New products are sold on a story.  For alternative multi-manager mutual funds – most of which have launched since 2012 – the pitch goes something like this:  we can find top tier hedge fund managers to run various alternative investment strategies – equity long/short, relative value, macro,Read More

AIMA Issues Guide for Liquid Alternative Funds

Oct 25th, 2015 | Filed under: Liquid Alternative Investiments, Alternative Mutual Funds, Other Topics in A.I.

If a hedge fund manager accustomed to a less regulated system (and its illiquidity at both ends) has on the blackboard a liquid product, it needs to “evaluate whether [its] strategy is suitable for a UCITS or an AMF format, and whether it can maintain an investment portfolio with sufficient liquid assets to meet the stringent liquidity requirements that exist” under those regimes, the new guide cautions.Read More

Foundations: They’ve Taken a Blow from “Subdued” Markets

Sep 2nd, 2015 | Filed under: Hedge Fund Industry Trends, Performance, Analytics & Metrics, Hedge Fund Strategies, Institutional Investing, Indexes, Risk management, Liquid Alts

Both private and community foundations depend heavily on U.S. equities. Indeed, domestic equities remained the bright spot while other strategies underperformed in 2014. A new report from a collaboration of the Council on Foundations and Commonfund provides food for thought about the reversal in foundation returns in that year. TheRead More

Alternative Investments By the Numbers: Top 5 2015 YTD Takeaways

Jul 23rd, 2015 | Filed under: Hedge Fund Industry Trends, Performance, Analytics & Metrics, Private Equity, Hedge Fund Strategies, Alpha Strategies, Liquid Alts

Guest columnist Andre Boreas takes a look at the alternative investment universe year-to-date 2015 by the numbers.Read More

European Investor Satisfaction with Smart Beta ETFs

Jun 28th, 2015 | Filed under: CAPM / Alpha Theory, Alpha Strategies, Risk management, Liquid Alts, ETFs, Smart Beta

Two authors at EDHEC remind us that 15% of the assets in any ETF or ETF-like products for European investors were in smart-beta indexed products as of August 2014, and that this amount is growing. They discuss the extent to which investors are pleased with their results. Read More

Hybrid Equity: Another Perspective on Private Equity

Jun 14th, 2015 | Filed under: Hedge Fund Industry Trends, Retail Investing, Private Equity, Alpha Hunters, Alpha Strategies, Liquid Alts

Managers who offer funds that provide shorter time frames to investment exits, greater liquidity through a hedge fund structure, and employ the event-driven skill set that identifies and manages an investment portfolio yielding private equity-like returns are finding increased interest from an investment community seeking returns married with reasonable liquidity. Read More

Case study: Straits gives managed futures a facelift

Dec 18th, 2014 | Filed under: Retail Investing, Commodities

As alternative investments become more mainstream, managers who traditionally have operated in the alternatives arena face a number of questions, including what is the right offering, the proper structure and how do we market the new vehicle. Guest columnist Ginger Szala examines the thought processes of one group as they made the leap to retailization.Read More