Investors are increasingly looking for ways to diversify their portfolios and generate alpha. One way to do this is by investing in liquid alternatives. But what exactly are liquid alternatives? How can investors use them to protect themselves from market volatility?

In this episode, Rusty and Robyn talk with Joshua Emanuel, Chief Investment Officer at Wilshire. Prior to Wilshire, Joshua also served as CIO for The Elements Financial Group, where he developed and managed various multi-asset investment strategies, portfolio manager of two actively managed exchange-traded funds, and co-developed RiskPro®. In his current role, Joshua is responsible for the Wilshire business unit's investment platform and directly supervises the portfolio management, manager research, and investment research teams.

Joshua talks with Rusty and Robyn about what liquid alternatives are, the pros and cons of investing in these assets, and how investors buy and use them.

Key Takeaways

Quotes

[10:16] - "Liquid alternatives are solutions that can be beneficial from a portfolio construction perspective. It allows investors to diversify their risk away from the traditional sources of return, which, as we have seen year to date, whether you're in bonds or equities, there's been nowhere for you to hide." - Joshua Emanuel

[11:04] - "The biggest challenge for many financial advisors and even for investors is managing emotion." - Joshua Emanuel 

[16:47] - "Multi-strategy is a category commonly used by investors as a core anchor to substitute both equity and fixed income risk into one underlying fund." - Joshua Emanuel

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1072-OPS-6/17/2022