What are Alternative Investments?
They are a group of financial and real assets that do not belong to the group of traditional investment assets, such as bonds and stocks. When they are acquired, a contractual right is derived which then defines their future profits or benefits. An important aspect that differentiates them from the latter is that their negotiation is not carried out publicly through a listed stock market, but privately.
Why invest in Alternative Investments?
BENEFITS:
Lower Volatility than traditional assets.
Lower correlation to market cycles.
Illiquidity risk premium generates better entry multiples.
Higher returns compared to traditional assets.
Entry barriers to retail investors.
“Their low correlation to traditional assets makes alternative investments fundamental to obtain balance and diversification in the portfolio, lessening negative effects during periods of market volatility, particularly crisis.”
Types of Alternative Investments
Real Estate
Private Equity & VC
Private Debt
Hard Assets
NON-DISCRETIONAL INVESTMENT MANDATES
THE PROCESS:
THE OBJECTIVE:
To create a tailor-made diversified alternative portfolio, that follows the clients’ needs in terms of risk/return, geographical exposure, sector exposure, liquidity needs, and yield expectation. Each portfolio plan is made after a detailed understanding of the clients’ needs and a proper explanation of the risk that is linked with each type of investment. All portfolios are non-discretional, which means that all investments need to be approved by the client.
REALIZED INVESTMENTS
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Late Stage Investments
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