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The Journal of Alternative Investments

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Article

The Case for Liquid Alternatives in Defined-Contribution Plans

David Kupperman and Scott Kilgallen
The Journal of Alternative Investments Winter 2015, 17 (3) 59-66; DOI: https://doi.org/10.3905/jai.2014.17.3.059
David Kupperman
is co-head of NBAIM and a portfolio manager at Neuberger Berman in New York, NY.
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  • For correspondence: david.kupperman@nb.com
Scott Kilgallen
is head of the Financial Institutions Group at Neuberger Berman in New York, NY.
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  • For correspondence: scott.kilgallen@nb.com
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Abstract

Defined-contribution plans are rapidly becoming the primary retirement saving vehicle for most U.S. employees. Currently, 69% of private-sector workers have access to defined-contribution plans but only 7% have access to defined-benefit plans. Yet, defined-contribution plans have not kept up with defined-benefit plans when it comes to investing in alternative investment strategies, such as hedge funds, private equity, and infrastructure. Such allocations have played an important role in improving the risk–return characteristics of defined-benefit portfolios and have contributed to their outperformance of defined-contribution plans.

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The Journal of Alternative Investments: 17 (3)
The Journal of Alternative Investments
Vol. 17, Issue 3
Winter 2015
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The Case for Liquid Alternatives in Defined-Contribution Plans
David Kupperman, Scott Kilgallen
The Journal of Alternative Investments Dec 2014, 17 (3) 59-66; DOI: 10.3905/jai.2014.17.3.059

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The Case for Liquid Alternatives in Defined-Contribution Plans
David Kupperman, Scott Kilgallen
The Journal of Alternative Investments Dec 2014, 17 (3) 59-66; DOI: 10.3905/jai.2014.17.3.059
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  • Article
    • Abstract
    • ALTERNATIVE ADVANTAGES
    • LIQUID ALTERNATIVES: KEY TRENDS
    • THE EXPANDING LIQUID ALTS MARKETPLACE
    • IMPLEMENTATION STRATEGY
    • CONCLUSION
    • ENDNOTES
    • REFERENCES
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