Institutional Alternative Investments

We strongly believe that the best managers do not usually pay for distribution, and these are exactly the type of managers we make available on our platform.

Institutional Hedge Funds

Hedge Fund Strategies

Global Macro
Distressed Securities
Managed Futures
Long Biased
Equity Market Neutral
L/S Equity
Relative Value Arb.

The fund strategies shown above are for illustrative purposes. For financial advisors only.

Institutional Private Market Funds

Private Equity Strategies

Growth Equity
Real Estate

Private Credit Strategies

Direct Lending
Opportunistic / Special Situations
Distressed Credit
Specialty Finance

The fund strategies shown above are for illustrative purposes. For financial advisors only.

A Modern Portfolio Approach

Why Alternatives?

Historically, a traditional portfolio construction of 60% equities and 40% bonds has performed well for investors.

The conventional portfolio approach may not always be adequate in generating stable growth and steady cash flows needed to meet one’s financial goals.

An alternative portfolio approach composed of private funds has helped bolster risk-adjusted returns, enhance portfolio diversification, and reduce correlation in market drawdowns.

Historical Returns During High Inflation

5% 4% 3% 2% 1% 0% 60/40 40/30/30 Stocks Bonds Stocks BondsPrivate Markets 4.3% 1.5%

KKR, May 2022. “Regime Change: Enhancing the ‘Traditional’ Portfolio.”

Portfolio returns and volatility modeled using annual total returns from 1928 to 2021 for the S&P500, from 1978 to 2021 for Real Estate, from 2004 to 2021 for Infrastructure, from 1928 to 2021 for Bonds, and from 1987 to 2021 for Private Credit. Assumes continuous rebalancing of the portfolios. US equities modeled using the SP500 Index. Bonds modeled using a mix of 50% US T.Bond and 50% Baa Corp Bond annual returns, computed historically by Professor Damodaran (NYU Stern). Real Estate modeled using the NCREIF Property Levered Index. Private Infrastructure modeled using the Burgiss Infrastructure Index. Private Credit modeled using the Burgiss Private Credit All Index.
Past performance is not indicative of future results.