Liquid Alternative Investments

Take advantage of the growing world of liquid alternatives with solutions
to help you build effective portfolios and manage risk.

Gain the confidence to tap the potential of liquid alternative investments
to help you build effective portfolios and manage risk

 


Subscribe for only $295 annually

Subscribers Have Access to:
» Comprehensive Database of 500+ Funds
» Portfolio Builder and Fund Screener
» Fund ranking and Model Portfolios
» Knowledge Center Research

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Fund Selector™

Construct compare multiple portfolios
Include alternative and traditional assets

Portfolio Builder™

500+ alternative Mutual and ETFs
Compare funds along 30 criteria
Monthly update

LAIC Portfolio Solutions

Fund ranking and Bespoke Goal-Based Portfolios

Firm-Wide Solutions

Bespoke portfolios
Content Marketing Support
Training and Education

 

LAIC Benchmark Indices

Strategy by strategy performance benchmarks for liquid alternatives

Become a Subscriber

Only $295 Annual Fee until June 15th:

-Comprehensive database of 500+ funds
-Use of Portfolio Builder and Fund Screener
-Access to our fund ranking and model portfolios
-Full access to our Knowledge Center including fund reviews, industry news, white papers

 

 

 

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Fund Selector™


Select Best-of-Breed funds by comparing and ranking funds along multiple criteria

Learn More

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Goal-Based Portfolio Builder™

 

Construct and Test Multiple Portfolios Combining Liquid Alternative and Traditional Core Assets.

Learn More

 

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LAIC Porfolio Goal Solutions

LAIC Goal Based Model Portfolios
Model Portfolios Combining Alternative and Traditional Assets to Meet Investor Goals

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LAIC Fund Ranking System

150 Funds Ranked Using 20 Selection Criteria rank funds using 20 selection criteria

Categories Alpha Score Beta Score Drawdown Score Risk/Return Scores Performance Score
Measures Fees Correlations 3-year maximum drawdown 3,5 and 10 year Sharp Ratios 3-year absolute return
Minimum Investment Factor Sensitivity 5-year maximum drawdown 3,5 and 10 year Sortino Ratio 5-year absolute return
Closed to New Investors Crisis Markets 2008-9 drawdown 3,5 and 10 year Information Ratio 10-year absolute return
Excess Return Over Benchmark        
Excess Return Over Markets        
Expense Ratio        

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LAIC Hedge Fund Strategy Index

 

LAIC Hedge Fund Strategy Index – All June YTD 1 Year 3 Year 5 Year 10 Year
Aggregate LAIC Index -2.51% -2.19% -1.91% 3.03% 3.70% 2.76%
Equity Hedged Index -3.05% -2.30% -1.65% 5.99% 6.56% 3.45%
-Equity Long Short Index -3.24% -2.29% -1.41% 6.69% 7.35% 4.04%
-Equity Market Neutral Index 0.36% -0.98% -0.38% 0.49% 0.90% 2.32%
Directional Trading Index -2.36% -2.50% 0.06% -0.29% 0.59% 3.20%
-Global Macro Index -3.04% -2.41% -2.72% 0.40% 1.68% -
-Managed Futures Diversified Index -2.44% -1.11% 5.89% 1.84% 1.01% -
Alternative Fixed Income Index -1.03% -1.16% -3.39% 0.80% 2.06% -
Absolute Return Index -2.37% -1.84% -3.89% 5.88% 4.69% 3.00%
Alternatives Multi-Strategy Index -2.43% -1.46% -2.39% 2.50% 2.73% 4.23%
Total -2.20% -1.85% -1.57% 2.04% 1.86% 1.02%