The best of both worlds: The role listed alternatives can play in a balanced allocation to alternatives
Posted on May 30th, 2022
What can listed alternatives offer within a broader portfolio?
In this piece, we explain how listed assets can play an important role in a well-structured alternatives strategy by providing allocation flexibility, an expanded investment universe, the potential for improved risk and return outcomes, reduced costs, and greater transparency. Moreover, I dispel the myth that listed alternatives are not truly alternative. They are simply the same type of assets in a different structure.
“Alternative assets are a rapidly growing segment of institutional portfolios and typically include infrastructure, real estate, private equity, and alternative credit. While each sub-asset class has its own nuances, they share common traits…”
FOR PROFESSIONAL INVESTORS ONLY. NOT FOR USE WITH OR BY PRIVATE OR RETAIL INVESTORS. CAPITAL AT RISK. All financial investments involve taking risk which means investors may not get back the amount initially invested.
Reference to specific stocks should not be taken as advice or a recommendation to invest in them.
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