SQQQ can be used in pairs with other assets to create an alpha overlay strategy, expressing a bearish view on the Nasdaq 100 while maintaining exposure to other assets.

It’s a reflection of the appetite for the product.” According to Robson, institutional investors are turning to the hedge fund overlay for different reasons. “In the endowment space, where hedge funds ...

The INVESCO GTAA Alpha Overlay -International Equity strategy, initially funded with $500 million inDecember 2006, is designed to outperform the MSCI EAFE Index with a lowcorrelation to traditional ...

The strategy of the proposed fund is what I consider to be Pimco-alpha overlay—bringing together the RAFI index’s “enhanced” beta with alpha through Pimco’s fixed-income active management.

Portable alpha overlays can be implemented with high capital efficiency, without reducing exposure to longer-term strategic investments. Moreover, a well-designed portable alpha overlay strategy may ...

As more commingled funds combining different market betas with the Pure Alpha overlay are launched, investors will be able to invest in multiple funds for customized alpha-beta exposure.

Founder Raymond Dalio has been preaching the benefits of alpha and beta separation -- and managing his own hedge fund and alpha overlay strategy -- for 15 years.

Staff expects that the portable alpha overlay will continue to lose money in the future due to the high financing costs of about $3 million per month, which negatively impacts returns, a staff ...

With these they can run high-capacity beta strategies with alpha “overlays”, taking advantage of market altering events such as Brexit or a new IPO.