Alts Democratized: A Practical Guide to Alternative Mutual Funds and ETFs for Financial Advisors + Website

A guide for investors who want to use alternative mutual funds and ETFs (liquid alts), this book explains portfolio construction in actionable terms, with a strong academic foundation and deep collaboration with Lipper to provide a comprehensive overview of the alts space. The book will: Provide a c [...]
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A guide for investors who want to use alternative mutual funds and ETFs (liquid alts), this book explains portfolio construction in actionable terms, with a strong academic foundation and deep collaboration with Lipper to provide a comprehensive overview of the alts space. The book will: Provide a comprehensive overview of the marketplaceOrganize every public fund into appropriate categoriesExplain strategies that are used to build fully-diversified portfolios that meet a variety of client needsOffer real-life examples of the many roles alternatives play in one's portfolioDiscuss the appropriate way to screen and evaluate funds in different sub-categoriesInclude dozens of exhibits with data from Lipper alongside case studiesAlternative mutual funds and ETFs have grown explosively since 2006, but still have a small share of the overall marketplace. The lack of education on alts is a key hurdle to increased penetration, and this book will provide advisors the tools they need to understand how to use alts in client portfolios.