New to Alts? Start here.
A look at the most prominent strategies that make up the Alternative Investments space and what differentiates them from publicly traded investments like stocks and U.S. Treasurys.
NO LONGER LIMITED to institutional and high-net-worth investors, the world of Alternative Investments has drawn the attention of many qualified individual investors lately. Why? This broad category includes asset classes that tend to provide portfolio diversification, low correlation to public-market fluctuations, and returns with a history of exceeding those available through public markets.
This episode of Let’s Talk Alts features host Brian Partridge, head of Investment Solutions Group Specialists for Merrill and Bank of America Private Bank, in conversation with Nancy Fahmy, head of the Investment Solutions Group for Merrill and Bank of America Private Bank of America. For those who are newer to Alternative Investments or looking for a refresher on the basics, Fahmy answers key questions, including what types of investments belong to the broad category of “Alts,” what the potential benefits and risks are, and what investors can do to get started.
Opinions are as of the date of the video and are subject to change.
Each video contains its own additional important information and relative risk disclosures that should be reviewed carefully.
Alternative Investments are speculative and involve a high degree of risk.
Alternative investments are intended for qualified investors only. Alternative Investments such as derivatives, hedge funds, private market offerings, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity, and your tolerance for risk.
When considering the appropriateness of mutual funds or Alternative Investments, please be aware that there are significant differences between these investments which will cause their investment portfolios, performance, tax treatment and other factors to differ. These differences include the types, availability and diversity of securities that can be purchased, economies of scale, regulations and other factors applicable to their management.
The industry is evolving and seeking capital to grow.
Get to know this growing access point for above-market yield potential, where investors help finance middle-market businesses.
Commercial and residential property is one of the larger sectors in the marketplace. Private credit can offer exposure without having to maintain physical assets.
How Alternative Investment strategies can help investors tap the growth potential in tech breakthroughs.
Delve into this expanding area of Alternative Investments offering access to more mature funds and the potential for a shorter path to returns.
Understanding how hedge funds operate can open up new investment opportunities for your portfolio.
How do you build an Alternative Investments strategy that stands up to the cyclical changes that affect markets?
Moving from asset allocation to manager selection and beyond.
A starter on this educational video series about Alternative Investments.
Educate yourself on the types of investments available, what they offer, and the risks involved.
This broad category gives investors the chance to tap into the growth and income potential unlocked by infrastructure development.
Explaining how this investment strategy, known for its history of consistent returns, offers qualified investors exposure to private businesses. (Past performance is no guarantee of future results.)
Breaking down the strategy and the ways in which it’s differentiated from other investments.
The industry is evolving and seeking capital to grow.
Get to know this growing access point for above-market yield potential, where investors help finance middle-market businesses.
Commercial and residential property is one of the larger sectors in the marketplace. Private credit can offer exposure without having to maintain physical assets.
How Alternative Investment strategies can help investors tap the growth potential in tech breakthroughs.
Delve into this expanding area of Alternative Investments offering access to more mature funds and the potential for a shorter path to returns.
Understanding how hedge funds operate can open up new investment opportunities for your portfolio.
How do you build an Alternative Investments strategy that stands up to the cyclical changes that affect markets?
Moving from asset allocation to manager selection and beyond.
A starter on this educational video series about Alternative Investments.
Educate yourself on the types of investments available, what they offer, and the risks involved.
This broad category gives investors the chance to tap into the growth and income potential unlocked by infrastructure development.
Explaining how this investment strategy, known for its history of consistent returns, offers qualified investors exposure to private businesses. (Past performance is no guarantee of future results.)
Breaking down the strategy and the ways in which it’s differentiated from other investments.
