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ARTICLE · 10 NOVEMBER 2016

Morningstar Creates Style Boxes Specifically For Liquid Alternatives

Herbert Smith Freehills Kramer LLP
Herbert Smith Freehills Kramer LLP
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Herbert Smith Freehills Kramer LLP

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Investment research and investment management firm Morningstar is constructing a new set of style boxes exclusively for liquid alternative funds.

United StatesFinance and Banking
George Silfen
George Silfen
Ronald Feiman
Ronald Feiman
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Investment research and investment management firm Morningstar is constructing a new set of style boxes exclusively for liquid alternative funds. The style boxes will track patterns of volatility and correlation to global equity markets based on past performance. Although they aren't seen as a perfect solution for measuring liquid alternatives, the style boxes are considered a step in the right direction for differentiating liquid alts from traditional funds.

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Morningstar launches ETF analyst ratings for 250 funds - Investment News
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