Pursuing alternative investments is more essential today than ever before. Many agree alternatives have become a "mainstream" component of a diversified asset allocation in plan portfolios of endowments, foundations, public and corporate funds.
Your approach to alternatives will be unique to help ensure long-term success
We'll begin with conversations to uncover your organization's liquidity needs, risk tolerance, return targets and diversification requirements. We'll discuss the distinct characteristics of alternatives including—illiquidity, leverage, lack of transparency, complicated strategies, boutique structure firms, higher fee scales, difficulty in disaggregating alpha and beta, capacity constraints, access to proven managers and the wide distribution of active returns.
Providing you access to some of the world's best managers in alternatives
Once your alternatives strategy is defined, our consultants will help you identify some of the best managers to help you meet your goals. Our proprietary global money manager database contains more than 8,000 investment manager products worldwide. This database provides our consultants with an in-depth understanding of managers and their investment products. We have 25 years worth of data documenting the investment approach, biographies, historical notes from all our face-to-face meetings, performance, assets and more. We analyze factors that go far beyond performance to help determine a money manager's ability to produce consistent, long-term results.
We offer alternatives advice on:
- Hedge funds
- Real estate
- Private capital
Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.
Diversification and multi-asset solutions do not assure a profit and do not protect against loss in declining markets.