Independently minded publishing

The Allocator’s Edge

A modern guide to alternative investments and the future of diversification

By Phil Huber

Hardback £40.00 / $39.99
eBook £29.99 / $29.99
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The Allocator’s Edge

A modern guide to alternative investments and the future of diversification

By Phil Huber

Jacket text

We are entering a golden age of alternative investments.

Alternative asset classes including private equity, hedge funds, catastrophe reinsurance, real assets, non-traditional credit, alternative risk premia, digital assets, collectibles, and other novel assets are now available to investors and their advisors in a way that they never have been before.

The pursuit of diversification is not as straightforward as it once was — and the classic 60/40 portfolio may no longer be sufficient in helping investors achieve their most important financial goals. With the ever-present need for sustainable income and risk management, alternative assets are poised to play a more prominent role in investor portfolios.

Phil Huber is the Chief Investment Officer for a multi-billion dollar wealth management firm and acts as your guide on a journey through the past, present, and future of alternative investments. In this groundbreaking tour de force, he provides detailed coverage across the spectrum of alternative assets: their risk and return characteristics, methods to gain exposure, and how to fit everything into a balanced portfolio.

The three parts of The Allocator’s Edge address:

1. Why the future may present challenges for traditional portfolios; why the adoption of alternatives has remained elusive for many allocators; and why the case for alternatives is more compelling than ever thanks to financial evolution and innovation.

2. A comprehensive survey of the asset classes and strategies that comprise the vast universe of alternative investments.

3. How to build durable and resilient portfolios that harness alternative assets; and how to sharpen the client communication skills needed to establish proper expectations and make the unfamiliar familiar.

The Allocator’s Edge is written with the practitioner in mind, providing financial advisors, institutional allocators, and other professional investors the confidence and courage needed to effectively understand, implement, and translate alternatives for their clients.

Alternative investments are the allocator’s edge for the portfolios of tomorrow — and this is the essential guide for advisors and investors looking to seize the opportunity.

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. Phil lives in the suburbs of Chicago with his wife and daughter.

Media coverage

From Bottom Line:

Philip Huber, CFP, CFA and author of The Allocator’s Edge explains some of the best alternatives to bonds in order to provide protection from market volatility.

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From MarketWatch:

The conventional portfolio building blocks of stocks and bonds are still necessary, but no longer sufficient. A future where investors can simultaneously grow and protect their wealth via meaningful diversification and return potential is still possible, but it requires substantive change. Small tweaks and incremental changes will not suffice. The time has come for allocators… Read more »

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From Meb Faber Research:

Phil Huber is the Chief Investment Officer for Savant Wealth Management, an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation. He worked for Huber Financial Advisors from 2008 until it joined with Savant in 2020. He’s also the author of The Allocator’s Edge: A modern guide… Read more »

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From ETF Trends:

I write regularly on my blog, bps and pieces, and recently published my first book, The Allocator’s Edge: A modern guide to alternative investments and the future of diversification.

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From The Economic Times:

The first session, on August 13, will be chaired by Phil Huber, CFA, who is Chief Investment Officer at Savant Wealth Management, a firm with over 35 years of satisfied clients under their belt. The session, which is titled The Allocator’s Edge: Challenging the Conventional Wisdom of Portfolio Construction by Embracing Alternative Investments”, will be… Read more »

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From The Reformed Broker:

Phil Huber discusses his new book The Allocator’s Edge on The Compound & Friends, a new podcast from your favorite financial and investing commentators Michael Batnick, Jim O’Shaughnessy, and Downtown Josh Brown.

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From Morning Star - The Long View:

Our guest this week is Phil Huber. He is chief investment officer at Savant Wealth Management, a fee-only registered investment advisor. Previously, Huber worked for Huber Financial Advisors, which Savant acquired in 2020. Huber is active in the financial blogosphere with his blog bps and He has a bachelor’s degree in finance from the… Read more »

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Published: 30/11/2021
Edition: 1st
Pages: 324
Formats: hardback - ISBN 9780857197931
ebook - ISBN 9780857197948
audio - ISBN 0000000000058
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