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The Convergence of Alternatives with Traditional Allocations and Why It Matters
The Convergence of Alternatives with Traditional Allocations and Why It Matters
Whether investors want to believe it or not, alternatives are a mature asset class. Even in private equity—where there is still a healthy rate of new adopters—we are seeing a state of overcapitalization and reversion to a mean of relative performance. We have recognized this at SEI and maintain that exposures to alternatives should not […]
