Matias Möttölä & Francesco Paganelli - Manager Research Team, Morningstar
Recent years have been challenging for European liquid alternative funds. Returns have disappointed, and the complexity of these products as well as the continuous line-up churn within the space have added to investors’ headaches. As a result of this confusion, investors have retreated from the sector, causing outflows and fund closures.
To help investors better grasp how these funds can serve as a part of diversified portfolios, Morningstar is introducing several changes to its alternative categories. In this webinar, we will see what an alternative investment strategy involves and why Morningstar is making the changes to its alternative categories, as well as the impact of these changes.