Category Archives: Liquid Alternatives

Active Management, Alternative Investments, Investment Strategy, Liquid Alternatives, Market Commentary, Market Outlook, Private Wealth, Wealth Management

The Rise of Private Lending: Growth, Structures, and Key Investor Considerations in 2025

Posted on by Matthew Rice
29
Oct

 

The private lending industry has transformed from a niche alternative into a global financial powerhouse, with assets under management surging from roughly $375 billion in 2008 to more than $2 trillion by 2023—and is projected to reach $3 trillion by 2025. This explosive growth is driven by two critical shifts:​

  • Post-2008 regulations forced banks to pull back on traditional lending, opening the door for private lenders to fill funding gaps.

  • Investors seeking stable yield turned to private debt during prolonged periods of low interest rates, including the pandemic and periods of rate volatility.

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Active Management, Active Versus Passive Management, Alternative Investments, Hedge Funds, Index Funds, Liquid Alternatives, Liquid Alts, Passive Management, Private Equity, Real Assets Investing, Selecting an Investment Advisor, Tax-Loss Harvesting

Active vs. Passive: Tailoring Investment Strategies to Asset Classes

Posted on by Matthew Rice
16
Aug

 

When it comes to investing, the age-old debate of active management versus passive management isn’t just about personal preference; it’s deeply tied to the unique characteristics of different asset classes and how efficient their markets are. Understanding where each approach shines can be a game-changer for optimizing returns, managing risk, and keeping costs down.

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Alternative Investments, Bitcoin, Cryptocurrencies, Endowments, Family Office, Foundations, Hedge Fund Strategies, Hedge Funds, Liquid Alternatives, Nonprofits, Pensions, Selecting an Investment Advisor

Hedge Funds Through 2025: Evolution, Growth, and Market Dynamics – A Deep Dive

Posted on by Sean McEvilly
14
Feb

The hedge fund industry has undergone significant transformation, experiencing unprecedented growth, evolving strategies, and adapting to new market realities. Global hedge fund assets have surged to record levels approaching $4.5 trillion by the end of 2024, representing more than a doubling of industry assets from the $2 trillion managed in 2010. This expansion reflects the industry’s resilience through multiple market cycles, technological advancement, and evolving investor preferences for diversified, risk-adjusted returns.

University endowments have historically allocated significant assets to hedge funds. By fiscal year 2024, the average endowment had 16.1 percent of its assets invested in marketable alternatives, a category that includes hedge funds (Source: 2024 NACUBO-Commonfund Study of Endowments). In part due to the well-publicized success of some large university endowments, smaller endowments, foundations, museums, libraries, healthcare organizations, and other nonprofit institutions have sought similar investment approaches. While effective hedge fund investing can help endowment and foundation investors meet investment objectives, it also brings specialized risks and challenges that must be diligently managed.

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Alternative Investments, Fiduciary Advisor, Hedge Fund Strategies, Hedge Funds, Liquid Alternatives, Liquid Alts, Selecting an Investment Advisor, Wealth Management

Liquid Alternatives: A Smart Play for Your Portfolio? (And How They Differ from Hedge Funds)

Posted on by Sean McEvilly
14
Feb

 

In today’s dynamic investment landscape, many investors are looking beyond the traditional 60/40 stock-bond portfolio. Enter liquid alternatives – an increasingly popular option designed to offer sophisticated strategies with the flexibility and accessibility you expect from mutual funds or ETFs. But are they a viable strategy for your portfolio? Let’s dive into their potential benefits, drawbacks, and critically, how they compare to traditional hedge funds.

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