Article

The Role of Liquid Alternatives in Wealth Management

It’s no secret that investors are looking for uncorrelated return sources for their portfolios. Low interest rates and the experience of the global financial crisis are leading many to include “liquid alternatives” in their toolbox. At Mercer, we define liquid alternatives broadly as strategies that follow alternative strategies, such as those typically used by hedge funds, and that are available as commingled/pooled funds that trade at least weekly.

In this short paper, we focus on liquid alternative products and will,

  1. explain the investment theses for investing in alternatives;
  2. provide an overview of the current liquid alternatives landscape; and
  3. provide a sample framework of how to allocate to alternatives.

 Get the full article (PDF)

Thank you for your interest in Mercer’s "The Role of Liquid Alternatives in Wealth Management" article. If you do not have your pop-up blocker enabled, you will be prompted by your browser to download the report or to view it in a new window. In addition, you will receive an email from Mercer shortly with a link to access the article.

Please fill out your details below to receive the full "The Role of Liquid Alternatives in Wealth Management" article.
*Required Fields
First name is required
Last name is required
Role is required
Email is required Email is invalid
Company name is required
Country is required

I would like to receive communications about products and offerings from Mercer. I understand that I can unsubscribe at any time.

By clicking Submit, I agree to the use of my personal information according to the Mercer Privacy Statement. I understand that my personal information may be transferred for processing outside my country of residence, where standards of data protection may be different.

There are some errors processing this form. Please check the fields and try again.

Thank you for contacting us about The Role of Liquid Alternatives in Wealth Management. We’ll follow up with you shortly!