Alternatives

Latest Reports

5/19/2017

Liquid Alternatives Overview - Q1'17 See summary

This ongoing quarterly report series provides an overview of key trends within the liquid Alternative marketplace, for both mutual funds and exchange traded products (ETPs). The Q1'2017 report assesses investor demand trends, product innovation, and features a case study on the maturation of the liquid Alternative marketplace.

2/9/2017

Liquid Alternatives Overview - Q4'16 See summary

This ongoing quarterly report series provides an overview of key trends within the liquid Alternative marketplace, for both mutual funds and exchange traded products (ETPs). The Q4'2016 report assesses investor demand trends, product innovation, and features a case study on Alternative mutual fund fees.

10/28/2016

Liquid Alternatives Overview - Q3'16 See summary

This ongoing quarterly report series provides an overview of key trends within the liquid Alternative marketplace, for both mutual funds and exchange traded products (ETPs). The Q3'2016 report assesses investor demand trends, product innovation, and features a case study on Managed Futures mutual funds.

8/2/2016

Liquid Alternatives Overview - Q2'16 See summary

This ongoing quarterly report series provides an overview of key trends within the liquid Alternative, for both mutual funds and exchange traded products (ETPs). The Q2'2016 report assesses investor demand trends, product innovation, and features a case study on Equity Market Neutral mutual funds.

5/4/2016

Liquid Alternatives Overview - Q1'16 See summary

This ongoing quarterly report series provides an overview of key trends within the liquid Alternative marketplace (for both mutual funds and ETPs). The Q1'2016 report assesses investor demand trends, product innovation, and features a case study on the expanding use of sub-advisors among Alternatives.

4/8/2016

Recent Product Innovation Within the Liquid Alternatives Market See summary

This report examines trends among Alternative mutual funds launched in 2015 and early 2016, including innovations in Long/Short strategies and income-producing Alternatives.

2/4/2016

Liquid Alternatives Overview - Q4'15 See summary

This ongoing quarterly report series provides an overview of key trends within the liquid Alternative marketplace (for both mutual funds and ETPs). The Q4'2015 report assesses investor demand trends, product innovation, and features a case study on asset concentration among Alternative mutual funds.

12/11/2015

Liquid Alternative Funds Amid Increased Market Volatility See summary

This report, Liquid Alternative Funds Amid Increased Market Volatility - Lessons from Fund Performance and Investor Demand Characteristics during Q3'15, focuses on a case study of both performance and investor demand characteristics within the liquid Alternative marketplace during the heightened market volatility of August and September. Looking ahead, such activity may offer important lessons to liquid Alternative managers around investors' sentiment and actions during future periods of stress. This report assess total returns and performance dispersion within Alternative categories as well as investor demand characteristics and net flow trends.

10/28/2015

Liquid Alternatives Overview - Q3'15 See summary

This issue of the Liquid Alternatives Overview focuses on Q3'2015 results and features sections on Investor Demand Trends, Product Innovation, a Case Study on Performance Dispersion among Alternative Strategies, and an Appendix.

8/4/2015

Liquid Alternatives Overview - Q2'15 See summary

This issue of the Liquid Alternatives Overview focuses on Q2'2015 results and features sections on Investor Demand Trends, Product Innovation, a Case Study on "Generalist" and "Specialist" Liquid Alternative Managers, and an Appendix.

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Alternatives