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Alternative Investments

  1. Alternatives Investing

    A Rare Bird: The Tax-Efficient Alternative

    Gateway enhances a long-short strategy with tax efficiency.

  2. Private Equity Funds for the Masses

  3. Multiplying Multialternative Mutual Funds

  4. Hedge Fund Performance Update

  1. Alternatives Investing

    Positive Hedge Fund Performance in March

    A rising appetite for risk overcame the Cypriot banking crisis.

  2. Positive Hedge Fund Performance Continues In February

  3. Hedge Funds Off to a Good Start in 2013

  4. 2012 Managed-Futures Category Review and 2013 Outlook

Solution Center

  1. What Defines an Alternative Investment?

    Private equity was the original alternative investment, dating back to 1946 with J.H. Whitney and American Research and Development Corp. Private equity gained steam after the passage of the Small Business and Investment Act of 1958. The first investors in private equity were wealthy individuals.

  1. How to Invest in Alternatives Part I: The Investment Structure

    When considering alternative investments, consider the investment eligibility of the client. Private offerings, such as hedge funds and private equity funds, require that investors be accredited (generally $1 million net worth exclusive of one's residence) and/or have qualified client status ...

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 Q4 2012 (Non-Accredited Investor Version)

    In this issue, Elizabeth Collins, CFA, director of basic materials equity research, analyzes the best way to invest in commodities through equities. Also, alternative investments analyst Terry Tian dives into how managed futures funds invest their cash, and the potential impact on returns. Finally, ...

  2. AIO Q3 2012 (Non-Accredited Investor Version)

    In this issue, Morningstar’s Director of Alternative Fund Research, Nadia Papagiannis, discusses what to expect with Morningstar’s new forward looking ratings, and how they have performed so far. Also, in this issue’s Quant Corner, David Blanchett and Paul Kaplan, introduce Gamma, and the ...

  3. AIO Q2 2012 (Non-Accredited Investor Version)

    In this issue, Morningstar's Senior Vice President of Research, John Rekenthaler, CFA, analyzes the Morningstar & Barron's 2011 Alternative Investment Survey. Also, Dario Castagna, CFA, dives into the non-normal characteristics of mutual funds and hedge funds. Finally, Terry Tian investigates ...

  4. AIO Q1 2012 (Non-Accredited Investor Version)

    In this issue, Morningstar's Director of Alternative Research Nadia Papagiannis discusses the evolution of commodity investing. Also, Paul Kaplan CFA explains why investors can no longer rely on the euro as a risk-free asset. And finally, learn how Morningstar OfficeSM can be used to analyze ...

Alternative Investment Guidebooks

  1. 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. ...

  2. 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.

  3. 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 ...

  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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