Your alternative investments questions answered
We define alternative investments as private equity, real estate and hedge funds. They are non-traditional investments, unlike equities, bonds or cash. Investing in alternatives is only suitable for qualified investors.
We use our research and due diligence experience to offer a broad range of alternative investment strategies for clients with varying levels of wealth, sophistication and risk tolerance. Our research team undertakes rigorous analysis to screen and select from prominent global investment managers.
Thoughtful allocations in your portfolio to private equity, real estate and hedge funds can provide additional diversification and sources of return uncorrelated to public markets.
Alternative investments also come with varying degrees of risk, including high fees, volatility of returns and illiquidity (long lock-up periods or irregular distributions). Aside from the investment risks, individual strategies will have specific risks related to their investment programs that will vary from manager to manager.
Our dedicated Operational Due Diligence team seeks to identify and mitigate such risks prior to investing in hedge funds, private equity and real estate. They cover thousands of managers and conduct rigorous due diligence reviews. They also perform ongoing due diligence on all managers on the platform once onboarded.
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We work with you to select the opportunities appropriate for your risk, return and liquidity goals
Managers on our platform are selected based on their merits and our due diligence. Starting with a top-down approach, we pursue themes which we believe have multi-year investment potential and managers whose strategies offer suitable thematic exposure.
To do this, our research analysts cover thousands of managers and conduct rigorous investment and due diligence reviews on potential candidates.
We offer an array of ways to access alternative investment strategies
Single manager funds if you seek to express a particular view or pursue a particular strategy;
Fund of funds for broad-based exposure as well as custom portfolios for tailored access;
Private equity and real estate investment clubs, co-investment deals and separately managed accounts (in addition to standard funds.
We provide differentiated opportunities across the alternative investment spectrum
Since 2010, over 75% of opportunities offered in the private equity and real estate space were exclusive to – or bespoke for – our clients.
We also have long-term capacity agreements in place with soft and hard closed managers.