3+ day, 12+ hour ago   (946+ words) Most liquid alternative funds fail a simple test: they cannot be held through a full market cycle — adopted in crises, abandoned on recoveries, and gone before the next bear market arrives. The liquid alternatives category has a lifecycle problem. Advisors…...

1+ week, 6+ day ago   (364+ words) For advisors concerned about concentration, the challenge is not recognizing the problem. Instead, it is finding a way to address it without disrupting portfolios long-held positions with low cost bases. Baiocchi noted that those constraints make familiar approaches appealing. For…...

3+ week, 4+ day ago   (398+ words) It’s been a long time coming, but value strategies are finally having their moment in the sun. However, as domestic value ETFs gain in popularity, are investors and advisors showing enough enthusiasm for international value approaches? Putting it simply, it…...