Alternative Investment Solutions
Control in a complex environment
Optimising alternatives
A new consultancy-led service offering tailored advice within a robust governance framework
Why Alternatives?
1. Enhancing returns
🗸 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
2. Improving diversification
🗸 Less sensitive to market corrections
🗸 Diverse set of risk/return drivers compared to traditional investments
🗸 Wider opportunity set
3. Embedding sustainability
🗸 Influence and control over sustainability factors
🗸 ESG integration possible throughout the supply chain
🗸 Impact Investing
Challenges of investing in alternatives
Navigating Complexities
It’s a daunting task to select the alternative asset class that best fit your investment criteria & current portfolio
Choosing the right manager
Return dispersion is larger, the fees are higher, and you are locked up for longer compared to liquid investments
Integrating sustainability
Sustainability has low priority and is badly integrated in the investment process at most alternative investment managers
Staying in control
Low-quality reporting, complexity of closed-end funds and the inability to trade makes investors feel lost after investing
Adding value with AIS
Tailored Strategic AA
🗸 Best-in-class managers
🗸 Transparent fee structure
🗸 no performance fee
🗸 Lower minimum investments
Goal-oriented design
🗸 Maximum Diversification
🗸 Best-effort liquidity
🗸 Integrated sustainability
🗸 Flexible legal structures
Start-to-end management
🗸 Robust ongoing assessment
🗸 Detailed, transparent monitoring
🗸 Institutional grade reporting
🗸 Integration of existing investment
Flexible Implementation options for Institutions, Asset Managers and Banks
Impact investing through alternatives – how to manage opportunities, impact and diversification for asset owners
Alternative assets offer investors a wide range of potential benefits: access to a diversifying opportunity set, and with it the potential for enhanced risk adjusted performance over time. But they are also complex. And as alternatives have grown in popularity, so too has the universe of options and the layers of complexity. Looking at alternative assets classes such as Farmland through the lens of impact goals, can shine a new light on the opportunities for asset owners – they offer the scope for real and measurable impact on E, S and G, in a way that is more tangible than through listed markets. Using Farmland as a case study, we highlight opportunities to succeed in this arena in our upcoming webinar – register here.
During the webinar:
- We explain how we approach alternatives to achieve maximum diversification, realise financial return objectives, along with impact
- We share strategies for managing these complex and often less liquid asset allocations over time
- We address the challenges of selecting appropriate managers, particularly with an impact lens, covering our key selection and de-selection criteria
- Case study: We showcase Farmland as an excellent example of a highly diversifying investment strategy with direct and measurable impact features