Literature Category: Paradigm Liquid Alternatives

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Harnessing the Power of Liquid Alternatives
Investment Solutions
Format: pdf
Publication Date: 01/13

The rise of liquid alternatives has provided access to some of the benefits of traditional alternatives without many of the drawbacks of hedge funds and limited partnerships.

New Choices for New Challenges - The Case for Liquid Alternatives
White Papers
Format: pdf
Publication Date: 12/12

Investors are looking to advisors for new solutions that seek to protect portfolios from market extremes and, ultimately, help preserve wealth. In a 2011 study by Cerulli Associates, 22.7 percent of all households indicated that their greatest personal concern was protecting the current level of their wealth – underscoring just how defensive investors have become.

Paradigm Liquid Alternative Portfolios - Equity Complement
Investment Solutions
Format: pdf
Publication Date: 05/13

In today’s challenging markets, characterized by ongoing high volatility and large swings in portfolio performance, clients remain concerned and defensive. This complex environment has spurred investors to focus on liquid, non-correlated assets in their quest to better manage portfolio risk, while still seeking smoother long-run returns. Liquid alternatives can help address market challenges by potentially cushioning portfolios against extreme market conditions and tapping into new sources of potential performance.

Paradigm Liquid Alternative Portfolios - Fixed-Income Complement
Investment Solutions
Format: pdf
Publication Date: 05/13

Individual investor assets are flowing into bonds as Americans become more conservative in their investment choices. Most of them believe that bonds are safer than stocks. They may not be aware, however, that the market value of even the safest bond will fluctuate in response to changes in interest rates. And, with treasury yields nearing historic lows, many investors will have to look elsewhere to find return and diversification opportunities when rates begin to rise. As a result, their portfolios may be vulnerable to risks they have not anticipated.

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