Liquid Alternatives:
Hedge Fund Strategies in 1940 Act Products

Recently Released!!!
Date Published: May 8, 2019
Summary PowerPoint Deck: 110 Slides
Reference PowerPoint Deck: 352 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 alternative investments strategies in 1940 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 is included in Tiburon's coverage of alternative investments.

This research addresses the three historical phases of liquid alternatives, 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 key investment strateges, including:
  • Open-End Mutual Funds
  • Exchange Traded Funds (ETFs)
This research defines four markets & distribution channels, including:
  • United States High Net Worth Consumers
  • Non-United States High Net Worth Consumers
  • Endowments & Foundations
  • Defined Benefit Plans & Defined Contribution Plans
And this research makes several future predictions for financial alternative investments, including:
  • Steady Liquid Alternatives Market Growth
  • Declining Fees
  • Growing Dominance of Absolute Return Strategies
  • Growing Opportunities in Defined Contribution Plans

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