Throughout the last decade, alternative strategies have been accessible to most retail investors through a mutual fund and/or exchange traded fund (ETF) structure. Investors seem to have considered these retail funds as opportunities to increase portfolio diversification and, hopefully, generate additional returns.
However, many of these liquid alternative funds have failed to deliver on performance-stated objectives or meet investor expectations over the past two years, which is a factor in a significant amount of net redemptions.
In this paper, we explore some of the market trends in alternatives, including the pronounced ongoing interest by investors and advisors alike. We also summarize a range of product structures. Subsequent papers will explore product characteristics in greater detail.
Complete the following form to learn more through our whitepaper, "Leveraging Alternative Portfolio Structures in Dynamic Investment Market."