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The Allocator's Edge: A modern guide to alternative investments and the future of diversification by [Phil Huber]

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The Allocator's Edge: A modern guide to alternative investments and the future of diversification Kindle Edition

4.3 out of 5 stars 65 ratings

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$32.61

From the Publisher

Ted Seides: [Explains] the current predicament financial advisors face.
Brian Portnoy: [B]uilding good portfolios is getting harder, and Phil gives us a toolkit.
Corey Hoffstein: For anyone looking to expand their investment palette beyond stocks & bonds
Meb Faber: [C]oncrete and actionable takeaways for financial advisors and asset allocators

Product description

Review

Phil Huber has created a clear roadmap for investing for the next decade?his book is that rare combination of insightful and entertaining. --Matt Kadnar, Partner and Portfolio Manager, GMO

Do you think stocks are expensive? Do you shudder at bond yields? If you’re nodding your head, then this book is for you. In The Allocator’s Edge, Phil Huber unpacks the misunderstandings and misconceptions that often accompany alternative investments. From private equity and hedge funds to catastrophe bonds and non-traditional lending, Huber explains alternative strategies in a way that can teach a financial professional and also make sense to the layman. --
Michael Batnick, Director of Research at Ritholtz Wealth Management and co-host of the Animal Spirits podcast

The Allocator’s Edge really hits the mark as a primer in understanding why alternatives are important and sets a solid foundation for how to incorporate non-traditional exposures in portfolios. I would certainly recommend this to analysts, financial advisors, or other investors looking to be more conversant and comfortable with this third “bucket”?one I believe will be critical to delivering clients’ desired outcomes over the next decade. --
Shannon Saccocia, Chief Investment Officer of Boston Private Wealth

Phil has a breadth of knowledge across investing that I'm envious of. I can’t believe how much this book covers, and how high quality the analysis across each section is. If I were a financial advisor or institutional allocator seeking to expand my knowledge of alternative investments, this is the book I'd pick up first. --
Ali Hamed, co-founder and General Partner at CoVenture

Grab your highlighter and get ready to learn. The Allocator’s Edge offers the sophisticated investor a comprehensive look into the world of alternative investments. Phil Huber clearly articulates the essential concepts in an approachable manner that makes this book a valuable resource to allocators, advisors, and investing enthusiasts. --
Peter Lazaroff, Chief Investment Officer at Plancorp

With equity capital markets near all-time high valuations and interest rates close to all-time lows, it appears the traditional 60/40 portfolio that has served investors well for decades will be challenged to generate the rates of return needed going forward. In The Allocator’s Edge, Huber provides investors a practical guide how to incorporate alternative investments into a portfolio framework to bridge this gap. --
Chris Schelling, Director of Alternatives, Venturi Private Wealth, and Author, Better than Alpha

With low interest rates and elevated equity valuations, traditional portfolios are increasingly at risk of being bodyslammed. Phil provides readers a ringside seat to the modern alternative investment landscape, covering everything from farmland to digital assets. This comprehensive guide extends beyond the why and into the how, with concrete and actionable takeaways for financial advisors and asset allocators to bring their portfolios into the 21st century. --
Meb Faber, Chief Executive Officer & Chief Investment Officer of Cambria Investment Management

With language easy enough for a novice investor to understand and a depth of insight for experienced investors to value, Phil Huber has created the modern, comprehensive guide to alternative investing. For anyone looking to expand their investment palette beyond stocks and bonds and learn not just what alternatives are available but how to deploy them in a portfolio, The Allocator’s Edge is essential reading. --
Corey Hoffstein, Chief Investment Officer at Newfound Research

The Allocator’s Edge shows just how much the investable universe has expanded and provides a practical path to true diversification. What Huber prescribes is not (yet) the conventional wisdom, but it will be. A decade from now, Huber’s philosophy and quest for safer, more reliable portfolios will be mainstream?and the investor/RIA of the future built upon it. The Allocator’s Edge is bold in vision, full of accumulated wisdom, and immensely practical, giving allocators advice they can implement today to bring greater financial security to those they care for. If you are managing money for others, read this book. --
Ross Stevens, Founder and CEO of Stone Ridge Holdings Group

Phil does a wonderful job explaining the current predicament financial advisors face in meeting the needs of their clients and offers a clear explanation of alternatives available. His articulation and display of the need for alternatives is handcrafted for any advisor to copy and paste to make the case for their clients. Phil’s description of the past, present, and future of alternatives is an effective manual for anyone looking to understand where to go. I highly recommend having The Allocator’s Edge on your reference bookshelf. --
Ted Seides, founder of Capital Allocators, LLC

Phil Huber has written an important book on an important topic. We know that building good portfolios is getting harder, and Phil gives us a toolkit and a roadmap for getting the job done. --
Brian Portnoy, Ph.D., CFA, Founder, Shaping Wealth

The Allocator’s Edge has always been about unlocking the power of uncorrelated risk premia. As democratization and access to product grow, all investors need to arm themselves with requisite knowledge. Phil Huber has put together an excellent set of guiding principles to help today’s allocator navigate and harness the complexity premium. --
William J. Kelly, Chief Executive Officer of the CAIA Association

--This text refers to the hardcover edition.

About the Author

Phil Huber, CFA, CFP®, as both a wealth management practitioner and an investment industry thought leader, is uniquely qualified in understanding the merits of alternative investments as well as the myriad challenges that accompany their use in the portfolios of wealthy individuals and families. As the Chief Investment Officer for Savant Wealth Management, Phil leads the firm’s investment and portfolio-management related functions. Phil has been featured across many prominent media outlets, including The Wall Street Journal, The New York Times, InvestmentNews, CityWire RIA Magazine, and Bloomberg TV, and was named one of Investopedia’s Top 100 Financial Advisors (2018-2020). He also authors a popular investing blog, bps and pieces, and is active on Twitter and LinkedIn. --This text refers to the hardcover edition.

Product details

  • ASIN ‏ : ‎ B097RL8W37
  • Publisher ‏ : ‎ Harriman House (Nov. 30 2021)
  • Language ‏ : ‎ English
  • File size ‏ : ‎ 7784 KB
  • Text-to-Speech ‏ : ‎ Enabled
  • Screen Reader ‏ : ‎ Supported
  • Enhanced typesetting ‏ : ‎ Enabled
  • X-Ray ‏ : ‎ Enabled
  • Word Wise ‏ : ‎ Enabled
  • Print length ‏ : ‎ 397 pages
  • Customer Reviews:
    4.3 out of 5 stars 65 ratings

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Phil Huber, CFA, CFP(R), as both a wealth management practitioner and an investment industry thought leader, is uniquely qualified in understanding the merits of alternative investments as well as the myriad challenges that accompany their use in the portfolios of wealthy individuals and families. As the Chief Investment Officer for Savant Wealth Management, Phil leads the firm's investment and portfolio-management related functions. Phil has been featured across many prominent media outlets, including The Wall Street Journal, The New York Times, InvestmentNews, CityWire RIA Magazine, and Bloomberg TV, and was named one of Investopedia's Top 100 Financial Advisors (2018-2020). He also authors a popular investing blog, bps and pieces, and is active on Twitter and LinkedIn.

Customer reviews

4.3 out of 5 stars
4.3 out of 5
65 global ratings

Top review from Canada

Reviewed in Canada on January 5, 2022

Top reviews from other countries

SimonJ
5.0 out of 5 stars A good summary
Reviewed in the United Kingdom on April 20, 2022
Verified Purchase
M. Riley
3.0 out of 5 stars Detailed but truly for those with £500k plus.
Reviewed in the United Kingdom on February 6, 2022
Verified Purchase
Michael P
5.0 out of 5 stars Great read for anyone looking to educate themselves on alternative investments
Reviewed in the United Kingdom on January 19, 2022
Verified Purchase
christopher m viscomi
2.0 out of 5 stars Difficult to trust
Reviewed in the United States on February 1, 2022
Verified Purchase
34 people found this helpful
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nacnud
3.0 out of 5 stars The Why, The What but not much on the How. Written for money managers, Not Individual Investors.
Reviewed in the United States on March 26, 2022
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