Tue, 7 Feb 2017
Compelling liquid alts strategies are in short supply, but we've identified several new Morningstar Medalists in recent months.
Hedge fund -replicating ETFs and mutual funds can provide investors with similar return characteristics at a much lower cost, says Index IQ's Adam Patti.
Bronze-rated IQ Alpha Hedge Strategy attempts to capture the tactical asset allocation of hedge funds but at a lower cost.
Volatility and changing demographics have target-date fund and defined-contribution plan managers considering alternatives as hedging tools against fixed-income rate risk, says Arden manager Henry Davis.
Vanguard founder John Bogle on strategic beta, alternatives, and narrowly focused index funds.
Although defaults are decreasing and fund inflows are increasing, bank loans carry significant credit risk and illiquidity compared with other fixed-income vehicles.
Passive equity funds, noncore bonds, alternatives, and many of the fund shops that sell them fared well last year, while core bonds, commodities, and gold suffered.
The U.S. gets an overall A in Morningstar's third Global Fund Investor Experience Report, but some things could be better for U.S. fundholders.
Investors continue to shift assets away from traditional commission-based approaches and into products with lower expenses.
Newcastle looks similar to a mutual fund or hedge fund , in our opinion.
Introducing alternative beta, smart beta's not-too-distant cousin.
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