Investing in alternative assets

pfs-logo
cisi-logo
CPD
Approx.50min
  • Learn about the range of alternative asset options available to fund buyers
  • Understand how illqiuidity is not the only factor when assessing specialist debt markets
  • Grasp how to assess investment trusts when seeking access to illiquid assets

Investing in alternative assets

  • Learn about the range of alternative asset options available to fund buyers
  • Understand how illqiuidity is not the only factor when assessing specialist debt markets
  • Grasp how to assess investment trusts when seeking access to illiquid assets
pfs-logo
cisi-logo
CPD
Approx.50min
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Introduction

By Taha Lokhandwala
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Across institutional and retail investment mandates, the concept of using just bonds and equities to construct a diversified portfolio is on the way out.

But how do advisers and investors approach this shifting trend, overhauling the foundations of multi-asset investing from a bygone age? Which assets can provide yield, growth and diversification?

Growth is often synonymous with equity - but can more private and illiquid forms of company investing help a multi-asset portfolio? And can newer forms of fixed income investing offer the right diversification from equity markets that government bonds once used to?

And in all this - what is the best way to access these strategies? Should illiquidity be embraced by retail investors as long as the vehicle itself is suitable?