Alts Democratized, + Website by Jessica Lynn Rabe
A Practical Guide to Alternative Mutual Funds and ETFs for Financial Advisors (Wiley Finance)

No critic rating

Waiting for minimum critic reviews

See Reader Rating

Synopsis

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:

The authors’ top ten takeaways Classification cheat sheet Portfolio construction guide (full color) Talking points for clients Q&A on liquid alts Presentation with all 118 exhibits from the book (full color) 

Alts Democratized comprises a complete resource for the advisor seeking new sources of alpha, diversification, and hedging of tail risks.

 

About Jessica Lynn Rabe

See more books from this Author
 
Published December 9, 2014 by Wiley. 272 pages
Genres: . Non-fiction

Reader Rating for Alts Democratized, + Website
82%

An aggregated and normalized score based on 6 user ratings from iDreamBooks & iTunes


Rate this book!

Add Review
×