Alternatives Quarterly Update

As part of enhancements to our U.S. Research content in 2015, Strategic Insight has added a dedicated Liquid Alternatives practice area. Within this practice area, we will be publishing a quarterly overview of the liquid Alternatives marketplace, along with periodic topical studies (Alternative Insights) and webcasts devoted to this growing area of the fund market.

The Liquid Alternatives Quarterly report series will provide an overview of key ongoing trends within the liquid Alternative marketplace (for both mutual funds and ETPs) including investor demand trends, top-selling managers and individual funds, and important product innovation themes.

All reports are in PDF format [download Acrobat Reader]


Liquid Alternatives Overview - 4Q'16      2/9/2017
  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.
   
Liquid Alternatives Overview - Q3'16      10/28/2016
  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.
   
Liquid Alternatives Overview - Q2'16      8/2/2016
  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.
   
Liquid Alternatives Overview - Q1'16      5/4/2016
  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.
   
Recent Product Innovation Within the Liquid Alternatives Market      4/8/2016
  This report examines trends among Alternative mutual funds launched in 2015 and early 2016, including innovations in Long/Short strategies and income-producing Alternatives.