Liquid Alternatives

We have included a category for liquid alternatives to capture news, commentary, research and video related articles and content that don't relate to a specific investment category, but broadly discuss liquid alternative investment approaches. To view a listing of categories and related definitions for liquid alternatives please click on Strategies in the menu bar above.


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The Kerfoot Alternatives Update

The Kerfoot Alternatives Update

Matthew Kerfoot of Dechert LLP provides an update on the most current news related to the alternative investment industry.

Paul Coan Ploutos Wealth

A New Wealth Management Model for RIAs With Paul Coan

In this episode of Strategic Investor Radio, host Charley Wright interviews Paul Coan of Ploutos Wealth, an Indianapolis-based manager of investment strategies for financial advisors.

Liquid Alternative Flows September

Liquid Alternative Flows Negative in September

While one-year flows into liquid alternatives nearly hit $5 billion, investors pulled more than $700 million in assets from the category in September.


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Exploring the Alternative Risk Return Frontier

Exploring the Alternative Risk-Return Frontier

A recent paper from Quaker Funds titled “Alternative Investments: History of Performance and Their Risk Return Frontier” presents the idea of a risk-return frontier for seven… [read more]

the world of liquid alternatives

A Look at the World of Liquid Alternative Funds

Liquid alternative strategies continue to be launched in both the mutual fund and exchange traded product formats. Mutual funds are typically used for actively managed… [read more]

evaluating implementing alternative strategies

Evaluating and Implementing Alternative Investment Strategies

John Hancock and Wilshire Associates have partnered on this research paper to provide advisors and other professional investors with a look inside the institutional process… [read more]


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Brooks Ritchey K2 Franklin Templeton

Video: Brooks Ritchey of K2 Advisors Defines Liquid Alternatives

In this video, Brooks Ritchey, Senior Managing Director of K2 Advisors, explains what defines a “liquid alternative” and discusses why they’re an attractive investment.

Dana Meissner Federated Investors

Video: Making Sense of Liquid Alternative Strategies

In this video, Federated Investors’ Portfolio Manager Dana Meissner provides his opinions on liquid alternative strategies.

Ken Shaw Envestnet

Video: What Liquid Alts Can and Can Not Do

In this PMC Spotlight video, investment analyst Ken Shaw talks about the different varieties of liquid alts, and the way they work within ‘40 Act Fund structures.


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IndexIQ December 2013 Hedge Fund Replication Index Performance

IndexIQ: December 2013 Hedge Fund Replication Index Performance

IndexIQ published the performance for its investable hedge fund replication indexes for December 2013. At the top of the list for the month is the… [read more]

361 Capital Commentary All the Talk has Turned to Bubbles

361 Capital: All the Talk has Turned to Bubbles…

Blaine Rollins of 361 Capital pulls together a wide range of data, commentary, tweets and miscellany for the Weekly Briefing to weave together a cohesive… [read more]