Alternative Investment Solutions - AIS

Investing in unlisted real assets such as farmland, infrastructure and unlisted real estate may offer investors diversification and inflation hedging. benefits

AIS is a consultancy-based service, offering institutional investors access to alternative assets. We provide extensive expertise and comprehensive support in selecting suitable managers, implementing a portfolio and manage the assets entrusted to us. Clients benefit from a robust governance framework, a transparent fee structure and no performance fee for the service. AIS is particularly well-suited to  clients looking to build an impact-focused portfolio.

AIS is designed for institutional investors who wish to add exposure to alternative, illiquid assets to their portfolios and value a high level of bespoke support. We provide expert advice and hands-on assistance in selecting, implementing and managing these investments. AIS is especially well-suited for clients seeking to build a customised impact portfolio. Our clients typically manage substantial portfolios often exceeding €100 million.

Alternative investments offer institutional investors opportunities for enhanced expected returns, portfolio diversification, and reduced correlation with traditional markets. They can also serve as a means to embed sustainability and, in particular, impact solutions. This allows, in this way addressing both financial and non-financial objectives while potentially lowering overall risk.

There is a large variety of alternative assets available and it is a complex task to select the alternative fund managers that best fit your investment criteria and current portfolio. Furthermore, expected return dispersion is larger, fees are higher and you are locked up for a longer period of time, compared to liquid investments. This means that these investments typically require longer-term commitments. Overall, lower quality of reporting and the complexity of closed-end funds makes it harder to stay in control and have a good level of oversight. Additionally, not all alternative managers prioritise sustainability, making environmental and social integration and even the level of impact harder to assess. With the AIS service clients benefit from a rigorous and thorough manager selection process, that is ESG or impact-focused and tailored to individual client needs.

AIS offers extensive expertise and personal guidance throughout the alternative investment process, including tailored solutions, transparent fee structures, and access to top-tier managers. Clients may benefit from reduced minimum investment requirements, improved access and lower fees through economies of scale, and comprehensive support for implementation and reporting. AIS also integrates sustainability, provides diversification and annual portfolio planning, all designed to give institutional investors control, transparency, and peace of mind when investing in alternatives.

We offer diversified access to alternative investments through both pooled and bespoke solutions, tailored to your criteria. These include tailor-made single or multi asset mandates in private equity, private debt (direct lending and infrastructure debt), private real estate, natural capital and including multi asset impact solutions.

Implementation is usually offered through:

• Alternative investment funds – providing diversified access to top-tier managers, quarterly liquidity on best-effort basis and institutional - quality reporting. Pools require a lower minimum investment while having lower fees through economies of scale.
• Customised investment structures - offering tailored single or multi-asset mandates invested in alternative investment funds, a yearly portfolio plan, access to manager selection specialists, seamless transfer of existing investments, comprehensive portfolio monitoring and enhanced flexibility and alignment.

Please contact us via email or phone at your convenience. Our fiduciary and manager research specialists can support you at every stage of your alternative investment journey, whether you are seeking advice on establishing measurable (impact) objectives or selecting suitable asset classes or managing your portfolio. Depending on where you are in your decision making process, this also includes guidance on key considerations such as the most appropriate allocation as well as structural factors including costs, complexity, return objectives and diversification.