Liquid Alternatives:
Hedge Fund Strategies in 1940 Act Products

Recently Released!!!
Date Published: November 15, 2016
Summary Power Point Deck: 42 Slides
Reference Power Point Deck: 1,420 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the liquid alternatives market, a market that has emerged to provide hedge fund like strategies in mutual fund structures. This research analyzes liquid alternatives data by investment strategy, highlights successful distribution strategies, and offers a series of predictions for the liquid alternatives market.

This research addresses the four historical phases of the liquid alternatives market, including: 

  • Emergence Phase
  • Middle Phase
  • Retrenchment Phase

    This research summarizes the market growth and highlights the leaders.

    This research defines key investment strateges, including:

    • Nontraditional Bond
    • Long/Short Equity
    • Market Neutral
    • Managed Futures

    This research defines two product structures, including:

    • Open-End Mutual Funds
    • Exchange Traded Funds (ETFs)

    This research defines four markets & distribution channels, including:

    • US High Net Worth Consumers
    • Non-US High Net Worth Consumers
    • Endowments & Foundations
    • Defined Benefit Plans & Defined Contribution Plans

And this research makes the following future predictions for the liquid alternatives market, including: 

  • Steady Market Growth
  • Retailization of Hedge Fund Strategies
  • Growing Dominance of Absolute Return Strategies
  • Growing Opportunities in Defined Contribution Plans
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