Alternative Investments
4 articles
Matching Alternative Investments to Your Objective: Upside, Yield, or Uncorrelated Returns
High-net-worth investors can align alternative investment strategies with specific financial objectives, choosing between upside potential, yield, or uncorrelated returns. This guide helps match strategies to goals, emphasizing professional guidance and key considerations for informed decisions.
Four Alternative Asset Classes, Four Different Jobs: A Strategic Comparison for Institutional Investors
This article strategically compares four distinct alternative asset classes—private credit, infrastructure, real assets, and hedge funds—for institutional investors. It details their unique roles in achieving portfolio objectives like yield, inflation protection, stability, and dynamic risk management, stressing their non-interchangeable nature.
Tokenization Threatens Up to 30% of Wealth Revenue — and Creates a $400 Billion Opening
Asset tokenization presents a dual challenge for wealth management, threatening up to 30% of revenue from net interest income while simultaneously creating a $400 billion opportunity in alternative investments. Firms must strategically assess and integrate tokenization to navigate these shifts and capture new growth.
Curious About UNTHINK Retirement? Here's the Rundown on Effort-Based Planning
UNTHINK Retirement is a planning service designed to help individuals replace traditional investment risk and advisory costs with structured, personal effort. In a landscape where approximately one-fourth of non-retired …