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
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