Alts Democratized: A Practical Guide to Alternative Mutual Funds and ETFs for Financial Advisors, + Website

A Comprehensive Review of the Liquid Alts Market and How '40 Act Products Can Enhance Client Portfolios

"This book offers a simple, practical guide that helps investors benefit from their newfound access to advanced strategies. This brings power back to the investor and is the democratization of alternatives."
—From the Foreword by Robert Jenkins, Global Head of Research at Thomson Reuters Lipper

The emergence of liquid alts is empowering advisors and their clients by democratizing access to sophisticated investment strategies. These "hedge fund strategies in '40 Act wrappers" offer new forms of diversification and potential alpha, and are revolutionizing portfolio construction as advisors create new investment solutions to help clients reach their goals.

Alts Democratized and its companion website use Lipper's classification system to provide a detailed analysis of liquid alts, including the factors that drive risk and return and the roles these funds serve in client portfolios. The book features more than 100 exhibits of Lipper data as well as in-depth interviews with executives at leading firms in the asset management industry. The authors offer insightful quantitative analysis and practical applications in this objective, authoritative, and comprehensive resource.