AUDIOBOOK
The Allocator's Edge
A Modern Guide To Alternative Investments And The Future Of Diversification
Phil Huber(0)
About
We are entering a golden age of alternative investments.
Alternative asset classes including private equity, hedge funds, catastrophe reinsurance, real assets, non-traditional credit, alternative risk premia, digital assets, collectibles, and other novel assets are now available to investors and their advisors in a way that they never have been before.
The pursuit of diversification is not as straightforward as it once was – and the classic 60/40 portfolio may no longer be sufficient in helping investors achieve their most important financial goals. With the ever-present need for sustainable income and risk management, alternative assets are poised to play a more prominent role in investor portfolios.
Phil Huber is the Chief Investment Officer for a multi-billion dollar wealth management firm and acts as your guide on a journey through the past, present, and future of alternative investments. In this groundbreaking tour de force, he provides detailed coverage across the spectrum of alternative assets: their risk and return characteristics, methods to gain exposure, and how to fit everything into a balanced portfolio.
The three parts of The Allocator's Edge address:
1. Why the future may present challenges for traditional portfolios; why the adoption of alternatives has remained elusive for many allocators; and why the case for alternatives is more compelling than ever thanks to financial evolution and innovation.
2. A comprehensive survey of the asset classes and strategies that comprise the vast universe of alternative investments.
3. How to build durable and resilient portfolios that harness alternative assets; and how to sharpen the client communication skills needed to establish proper expectations and make the unfamiliar familiar.
The Allocator's Edge is written with the practitioner in mind, providing financial advisors, institutional allocators, and other professional investors the confidence and courage needed to effectively understand, implement, and translate alternatives for their clients.
Alternative investments are the allocator's edge for the portfolios of tomorrow – and this is the essential guide for advisors and investors looking to seize the opportunity. Alternative investments are the allocator's edge for the portfolios of tomorrow - and this is the essential guide for advisors and investors looking to seize the opportunity. Written by Phil Huber with a foreword by Clifford Asness. Phil Huber, CFA, CFP®, as both a wealth management practitioner and an investment industry thought leader, is uniquely qualified in understanding the merits of alternative investments as well as the myriad challenges that accompany their use in the portfolios of wealthy individuals and families. As the Chief Investment Officer for Savant Wealth Management, Phil leads the firm's investment and portfolio-management related functions. Phil has been featured across many prominent media outlets, including the Wall Street Journal, the New York Times, InvestmentNews, CityWire RIA magazine, and Bloomberg TV, and was named one of Investopedia's Top 100 Financial Advisors (2018-2020). He also authors a popular investing blog, bps and pieces, and is active on Twitter and LinkedIn. Phil lives in the suburbs of Chicago with his wife and daughter. Phil Huber has created a clear roadmap for investing for the next decade?his book is that rare combination of insightful and entertaining. Do you think stocks are expensive? Do you shudder at bond yields? If you're nodding your head, then this book is for you. In The Allocator's Edge, Phil Huber unpacks the misunderstandings and misconceptions that often accompany alternative investments. From private equity and hedge funds to catastrophe bonds and non-traditional lending, Huber explains alternative strategies in a way that can teach a financial professional and also make sense to the layman. The Allocator's Edge really hits the mark as a primer in understanding
Alternative asset classes including private equity, hedge funds, catastrophe reinsurance, real assets, non-traditional credit, alternative risk premia, digital assets, collectibles, and other novel assets are now available to investors and their advisors in a way that they never have been before.
The pursuit of diversification is not as straightforward as it once was – and the classic 60/40 portfolio may no longer be sufficient in helping investors achieve their most important financial goals. With the ever-present need for sustainable income and risk management, alternative assets are poised to play a more prominent role in investor portfolios.
Phil Huber is the Chief Investment Officer for a multi-billion dollar wealth management firm and acts as your guide on a journey through the past, present, and future of alternative investments. In this groundbreaking tour de force, he provides detailed coverage across the spectrum of alternative assets: their risk and return characteristics, methods to gain exposure, and how to fit everything into a balanced portfolio.
The three parts of The Allocator's Edge address:
1. Why the future may present challenges for traditional portfolios; why the adoption of alternatives has remained elusive for many allocators; and why the case for alternatives is more compelling than ever thanks to financial evolution and innovation.
2. A comprehensive survey of the asset classes and strategies that comprise the vast universe of alternative investments.
3. How to build durable and resilient portfolios that harness alternative assets; and how to sharpen the client communication skills needed to establish proper expectations and make the unfamiliar familiar.
The Allocator's Edge is written with the practitioner in mind, providing financial advisors, institutional allocators, and other professional investors the confidence and courage needed to effectively understand, implement, and translate alternatives for their clients.
Alternative investments are the allocator's edge for the portfolios of tomorrow – and this is the essential guide for advisors and investors looking to seize the opportunity. Alternative investments are the allocator's edge for the portfolios of tomorrow - and this is the essential guide for advisors and investors looking to seize the opportunity. Written by Phil Huber with a foreword by Clifford Asness. Phil Huber, CFA, CFP®, as both a wealth management practitioner and an investment industry thought leader, is uniquely qualified in understanding the merits of alternative investments as well as the myriad challenges that accompany their use in the portfolios of wealthy individuals and families. As the Chief Investment Officer for Savant Wealth Management, Phil leads the firm's investment and portfolio-management related functions. Phil has been featured across many prominent media outlets, including the Wall Street Journal, the New York Times, InvestmentNews, CityWire RIA magazine, and Bloomberg TV, and was named one of Investopedia's Top 100 Financial Advisors (2018-2020). He also authors a popular investing blog, bps and pieces, and is active on Twitter and LinkedIn. Phil lives in the suburbs of Chicago with his wife and daughter. Phil Huber has created a clear roadmap for investing for the next decade?his book is that rare combination of insightful and entertaining. Do you think stocks are expensive? Do you shudder at bond yields? If you're nodding your head, then this book is for you. In The Allocator's Edge, Phil Huber unpacks the misunderstandings and misconceptions that often accompany alternative investments. From private equity and hedge funds to catastrophe bonds and non-traditional lending, Huber explains alternative strategies in a way that can teach a financial professional and also make sense to the layman. The Allocator's Edge really hits the mark as a primer in understanding