Allocator's Edge: A modern guide to alternative investments and the future of diversification

We are entering a golden age of alternative investments, with a wide range of asset classes available to investors. Phil Huber, Chief Investment Officer for a multi-billion dollar wealth management firm, provides a comprehensive guide to alternative investments, including their risk and return characteristics, methods to gain exposure, and how to build durable and resilient portfolios. The Allocator's Edge is written with the practitioner in mind, providing financial advisors, institutional allocators, and other professional investors with the confidence and courage needed to effectively understand, implement, and translate alternatives for their clients.

Format: Hardback
Publication date: 30 November 2021
Publisher: Harriman House Publishing

We are witnessing a remarkable era of alternative investments, where a diverse range of asset classes such as private equity, hedge funds, catastrophe reinsurance, real assets, non-traditional credit, alternative risk premia, digital assets, collectibles, and more are accessible to investors and their advisors like never before. The pursuit of diversification has become more complex, and the traditional 60/40 portfolio may no longer suffice in helping investors achieve their financial goals. In this context, alternative assets are emerging as a vital component in investor portfolios, offering sustainable income and risk management solutions.

Phil Huber, the Chief Investment Officer for a multi-billion dollar wealth management firm, serves as your guide on a comprehensive journey through the past, present, and future of alternative investments. In this groundbreaking work, he delves into the risk and return characteristics of these assets, provides methods to gain exposure, and offers insights on how to integrate them into a balanced portfolio.

The Allocator's Edge is divided into three parts, each addressing key aspects of alternative investments. Part 1 explores why the future may pose challenges for traditional portfolios, why the adoption of alternatives has remained elusive for many allocators, and why the case for alternatives is stronger than ever due to financial evolution and innovation. Part 2 offers a comprehensive survey of the diverse asset classes and strategies that comprise the vast universe of alternative investments. Part 3 focuses on building durable and resilient portfolios that harness alternative assets, as well as sharpening the client communication skills needed to establish proper expectations and make the unfamiliar familiar.

Written with the practitioner in mind, The Allocator's Edge provides valuable insights and practical strategies for navigating the complex world of alternative investments. Whether you are an experienced investor or a newcomer to the field, this book will help you gain a deeper understanding of these asset classes and develop the skills necessary to build successful and resilient portfolios.

In conclusion, we are entering a golden age of alternative investments, and The Allocator's Edge is a must-read for anyone seeking to navigate this evolving landscape and achieve their financial goals. By embracing the power of alternative assets, investors can diversify their portfolios, mitigate risk, and explore new opportunities for sustainable growth.

Weight: 678g
Dimension: 160 x 236 x 34 (mm)
ISBN-13: 9780857197931