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Alternative investments

Your objectives may call for diversification that goes beyond traditional portfolio design. Exposure to alternative investment strategies may help you pursue enhanced returns, reduced volatility and new opportunities. By looking beyond traditional asset classes, we aim to strengthen your portfolio’s ability to perform across market cycles.

We guide you through every stage of integrating alternatives into your portfolio—from initial allocation decisions to ongoing performance reporting.

Pursuing your goals with alternative investment strategies

Private equity

Find opportunities that don’t exist in public markets, deepen portfolio diversification and potentially improve on the performance of public equities 

Hedge funds

Target absolute returns with strategies that seek to deliver below-market volatility and lower correlations to fixed income and equity markets 

Private real estate

Capitalize on a unique source of yield, portfolio diversification benefits and a potential counterbalance to elevated inflation 

Liquid alternatives

Secure potential risk and return improvements with strategies that offer lower minimums, greater liquidity and easier tax reporting than private investments 

Uncovering long-term investment opportunities

Identifying the right investment managers is critical to uncovering long-term opportunities that align with your goals. We bring deep experience in sourcing and accessing high-conviction managers. Our process includes:

  • Sourcing top-tier managers across traditional and alternative strategies
  • Evaluating candidates using rigorous qualitative and quantitative analysis
  • Formal committee reviews to ensure strategic fit and investment quality
  • Ongoing monitoring, including the review of quarterly manager reports, periodic update calls and continuous performance assessment

Optimizing private investments in your portfolio

Understand the investment horizon

plan

The closed structure and multi-year commitments associated with private funds means investors may need several years to build an allocation to private investments.

Diversify across time and strategies

plan

 We seek to achieve vintage year and strategy diversification within a portfolio’s private investment allocation.

Balance your portfolio concentration

plan

We generally recommend building diversified portfolios while also maintaining enough concentration to avoid diluting individual performance.

Understand the investment horizon

plan

The closed structure and multi-year commitments associated with private funds means investors may need several years to build an allocation to private investments.

Diversify across time and strategies

plan

 We seek to achieve vintage year and strategy diversification within a portfolio’s private investment allocation.

Balance your portfolio concentration

plan

We generally recommend building diversified portfolios while also maintaining enough concentration to avoid diluting individual performance.

Simplifying investment administration

Private fund commitments often involve much more complexity than the traditional investment experience, so we offer a dedicated service team to manage the administrative aspects associated with these investments.

Account Administration

Account administration

  • Oversee and coordinate the opening and closing of bank and brokerage accounts
  • Seamless transition of the portfolio and reconciliation of accounts
Private Investment Operations

Private investment operations

  • Assist with completing fund subscription materials
  • Legal review of subscription documents
  • Provide completed documents and requested background information to the fund
Cashflow Management

Cash flow management

  • Initiate and monitor all investment execution, including wire transfers and capital call management
  • Provide transaction and cash balance reports

Reporting on alternatives to improve transparency

We offer you access to clear, comprehensive information designed to help resolve the complexities of alternative investment portfolios.

Reporting on your private assets can also be aggregated into a full view across your public and private market investments—providing a high degree of transparency in monitoring your investments as you pursue your goals.

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How alternative investments may benefit your portfolio

Discover how we can build an investment strategy to help you grow and protect your wealth.

Speak with an Advisor