• Alts Democratized, + Website: A Practical Guide to Alternative Mutual Funds and ETFs for Financial Advisors (Wiley Finance)

    • (Average rating 3.00 / 1 ratings / 0 reviews)

    RM 234.99

    Product Unavailable. For enquiry, please email to contact@mph.com.my

    • Category : INVESTMENTS (GENERAL)
    • ISBN Code: 9781118971017
    • Format : Hardcover
    • By (Author): Rabe
    • Publisher: John Wiley
    • Published Date: 31 Dec 2014

     

    * Discount valid for Online Purchase(s) only. Not applicable for purchases at MPH outlets.
    Price may change from time to time as advised by the publishers

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.

 



Goodreads Reviews

(Average rating 3.00 / 1 ratings / 0 reviews)

Bestsellers in INVESTMENTS (GENERAL)

MPH - Alts Democratized, + Website: A Practical Guide to Alternative Mutual Funds and ETFs for Financial Advisors (Wiley Finance) ISBN - 9781118971017