42% of respondents have no idea what “Alternative Investments” means
2014 Jackson Alternative Investment Education Survey – (Jackson)
Firms such as Manning & Napier have also looked to non-traditional or alternative bond funds as an interest-rate hedge. In late 2014, the firm added a 5% allocation to fixed-income managed futures for the first time within its nearer-dated TDFs, according to Morningstar. The position was carved out of the overall fixed-income bucket.
Active target date managers make tweaks ahead of Fed rate hike – (Investment News)
“managers should look to add asset classes that were designed to handle volatility while maintaining liquidity and transparency.”
Managed Futures: Will They Thrive with Higher Interest Rates? – (CFA Institute)
I like the idea of an investment type that’s neither correlated with the equity market nor sensitive to interest-rate changes
4 Portfolio Takeaways From the Recent Market Volatility – (MorningStar)
“While it would be difficult to say for certain how much each investor should allocate to alternatives, there is some consensus that allocating 5% or less will have almost no effect on a portfolio.”
Advisers using alternative investments still struggle with allocations – (Investment News)
“Some macro funds blame their challenges on an investment environment they say isn’t ripe for their strategy. Central banks in the U.S. and Japan have kept interest rates steady, creating fewer opportunities to profit from moves, they say. Meanwhile, many funds have failed to profit from large selloffs in markets including China and Brazil.”
Fortress Investment Group Plans to Close Flagship Macro Hedge Fund – (Wall Street Journal)
“Alternative specialist Catalyst Funds launched a pair of mutual funds on October 1: The Catalyst Hedged Commodity Strategy Fund (CFHAX), an alternative commodity fund, and the Catalyst IPOx Allocation Fund (OIPAX).”
Catalyst Launches Hedged Commodity Fund and IPO Fund – (Daily Alts)
Or maybe it is just, you know, there are a lot of hedge funds, they do different things, some go up, and some go down”
Boring Banks and Vanishing Hedge Funds – (Bloomberg View)
Cliff’s Note: Quick Hits From Quant Land – (Bloomberg)
