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.

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