Control in a complex environment
A new consultancy-led service offering tailored advice within a robust governance framework
✓ Harvest an illiquidity premium
✓ Most alternative investments have an Income component and stable cashflows
✓ Often a claim on physical assets, indirectly related to inflation compensation
✓ Less sensitive to market corrections
✓ Diverse set of risk/return drivers compared to traditional investments
✓ Wider opportunity set
✓ Influence and control over sustainability factors
✓ ESG integration possible throughout the supply chain
✓ Impact Investing
Alternative assets continue to move into the investment mainstream. The following chart shows the volume increase of alternative assets over the past 22 years during which time their popularity has not waned, in spite of some challenging market events. With AUM in alternatives currently at record highs we believe these assets will continue on this growth trajectory or may even accelerate in the future.
(This is a marketing communication, please note this is a reflection of a specific situation/portfolio and this outcome may not apply to your specific situation.)
Source: Van Lanschot Kempen, August 2023. The source for base data is Preqin.
It’s a daunting task to select the alternative asset class that best fit your investment criteria & current portfolio
Return dispersion is larger, the fees are higher, and you are locked up for longer compared to liquid investments
Sustainability has low priority and is badly integrated in the investment process at most alternative investment managers
Low-quality reporting, complexity of closed-end funds and the inability to trade makes investors feel lost after investing
✓ Best-in-class approach
✓ Transparent fee structure
✓ No performance fee
✓ Lower minimum investments
✓ Maximum Diversification
✓ Best-effort liquidity
✓ Integrated sustainability
✓ Flexible legal structures
✓ Robust ongoing assessment
✓ Detailed, transparent monitoring
✓ Institutional grade reporting
✓ Integration of existing investment
Alternative, non-listed credit investments can earn additional return by taking advantage of illiquidity and complexity premiums. This asset class contains many types of debt instruments such as distressed debt, structured credit and direct lending.
The private property market is opaque and often inefficiently valued. We employ sophisticated global data analysis at individual property level to make a sound case for our selection and valuations.
Global investment in sustainable agricultural land, an attractive and relatively untapped asset class.