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Listed Alternatives

Listed Alternatives (LALTS) is a rules-based solution designed to offer tactical, flexible exposure to a broad universe of liquid alternatives strategies. The strategy attempts to replicate the capital protection and risk-adjusted return characteristics of hedge funds and other strategies comprising “alternatives” space, but aims for improved liquidity, transparency and cost-efficiency by leveraging publicly traded instruments.

Objective: Deliver flexible and liquid exposure to a range of alternative assets

Primary asset class: Listed alternative funds

Tactical ranges: 

  • Growth & diversification-focused alternatives, 42%-100%
    • Non-traditional equity, 9%-32%
    • Non-traditional fixed income, 28%-53%
    • Hedged multi-strategy, 5%-15%
  • Capital preservation assets, 0%-48%

Target allocation: 100% alternatives

Portfolio Construction Ideas:

  • Substitute flexible, cost-efficient and liquid exposure for non-listed alternatives
  • Complement private portfolio with liquid strategies
  • Use cyclically or as a transition tool when equity & fixed income rebalance appears untimely due to market conditions



Separately Managed Account (SMA)

Resources and Materials

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