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Alternative Investments

Quarterly Alternatives Newsletter

Morningstar's quarterly Alternative Investments Observer brings you the latest in alternative investment research trends, facts, and figures. Accredited investors can access more hedge fund research in the accredited-investor version of the newsletter, available in Morningstar DirectTM.

  1. AIO Q1 2015 (Non-Accredited Investor Version)

    In this issue, we focus our attention on managed-futures funds, a category that has grown five-fold in the number of strategies available to investors since 2009. In our cover story, alternative strategies analyst Jason Kephart conducts a deep dive into Morningstar’s managed-futures category. In ...

  2. AIO Q3 2014 (Non-Accredited Investor Version)

    In this issue, Stephen Ellis, director of financial services equity research, digs deep into the structure of alternative investment managers to show what drives their profits and growth. Also, alternative strategies analyst Josh Charney investigates how the correlations of alternative investments ...

  3. AIO Q2 2014 (Non-Accredited Investor Version)

    In this issue, Josh Charlson, Morningstar Director of Manager Research for Alternative Strategies, conducts an overview of performance and trends across all of Morningstar's alternative categories. Also, quantitative analyst Lee Davidson investigates which pockets of the investment universe are ...

  4. AIO Q3 2015 (Non-Accredited Investor Version)

    In this issue of AIO, we take a look at how alternatives funds performed during the August 2015 downturn, review key insights from our annual alternatives survey, and check in on the progress alternatives have been making in target-date funds.

Alternative Investment Guidebooks

  1. Currencies

    This handbook breaks down the various currency strategies, including passive versus active and directional versus non-directional. Learn why investors might want to diversify their currency exposure and how to go about doing it.

  2. Long Short Equity

    Employing the oldest hedge fund strategy in the book, this category's constituents take both long and short positions in equities and related derivatives with the intention of hedging against the downside. Learn about the different types of long-short equity strategies, their performance, and how ...

  3. Market Neutral

    This handbook deconstructs the complicated world of market-neutral equity and arbitrage strategies. Equity market neutral funds match the characteristics of their long and short portfolios, keeping factors such as sector and style exposure similar, and relying on stock-picking to drive performance. ...

  4. Managed Futures

    Funds in this category take long and short positions primarily in futures contracts based on trend-following or price-momentum strategies. This handbook explains everything that you need to know about managed futures strategies, which are now available in mutual funds and ETFs, and how they may ...

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