Alternative investments
Making sense of alternatives to help bring you long-term, successful outcomes
Alternative strategies such as private capital, real estate, real assets and hedge funds are increasingly used by investors to help achieve both return and diversification goals. In fact, according to our recent 2012 Global Survey on Alternative Investing, 94% of the institutional investors surveyed said they already allocate some form of alternatives into their diversified institutional portfolios.
We apply decades of alternatives experience to help build, manage and implement our alternative funds
We’ve been relentlessly researching many of the world's top money managers in the alternatives space for over 30 years. We work tirelessly to ensure we identify the most appropriate managers for the respective fund investment objective. We then combine them and use dynamic implementation techniques to effectively and efficiently manage targeted strategy exposures. Our approach provides flexibility and highly opportunistic portfolio management.
Our alternative strategies include:
We recognize the money we manage represents the hard work and savings of real people like you. Or, if you represent a non-profit organization, the money needs to be there in the long run to fulfill important missions. We understand what’s at stake. That’s why we work to deliver real, lasting value. And that’s why we’re committed to our purpose: improving financial security for people.
Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.
In general, alternative investments involve a high degree of risk, including potential loss of principal; can be highly illiquid and can charge higher fees than other investments. Hedge strategies and private capital investments are not subject to the same regulator requirements as registered investment products. Hedge strategies often engage in leveraging and other speculative investment practices that may increase the risk of investment loss.