MASTERCLASS: Liquid Alternatives - May 2019
Liquid alternative investments are funds that aim to provide investors with diversification as well as downside protection through alt investment strategies. The advantage is that they’re liquid and require lower minimum investments. In this Masterclass, 3 experts discuss Liquid Alternatives and how in a demanding investment environment, investors may be looking beyond the traditional investing and seek access in alternative investments. Kimberly Flynn, Managing Director of Alternative Investments at XA Investments Stan Sokolowski, Deputy Chief Investment Officer and Head of Portfolio Management at CIFC Asset Management Richard P. Talley, SVP of Business Development at UMB Fund Services
Why Traditional Fixed Income Alone May No Longer Be Enough
Catalyst & Rational Funds Alternative Income Why Traditional Fixed Income Alone May No Longer Be Enough Historically, traditional fixed income has acted as a counterbalance to equity exposure. This relationship broke down in 2018 for the first time in the history of the Barclay’s Aggregate Index going back to 1976. Many bond portfolios are under-exposed to the broader fixed income universe. This is problematic as it could lead to a lack of diversification, which could result in higher risk and lower overall returns for investors. How to diversify traditional fixed income allocations via floating rate loans and Commercial Mortgage Backed Securities (CMBS).