17Nov2024

A Hidden Gem in Asset Classes 💎

Disclaimer: The views and opinions expressed in the vapa Swiss independent wealth management blog posts featured on this page are solely my own and do not necessarily represent the views of any institutions or organisations I may be associated with. These posts are intended to share personal insights and perspectives and should not be interpreted as official statements or positions of any affiliated entities.

We all know about cash and precious metals. But another small asset class often goes unnoticed: Alternative Investments. This category covers everything from hedge funds to loans, commodities, and more. It’s a powerful tool for investors looking to diversify outside the traditional markets. However, there’s a catch: it’s complex and not for everyone.

Here’s the crucial point: Alternative Investments demand professional guidance. These assets are less liquid, more challenging to manage, and riskier if not handled carefully. An experienced, multi-manager approach is essential to navigate these complexities and manage the associated risks effectively.

That’s why the role of an expert is so vital in this field. You need someone who doesn’t just pick a single manager but brings in multiple specialists, each focused on different strategies. This approach spreads the risk and increases your chances of success. A team of carefully selected sub-managers, under the guidance of an expert, can cover all the bases in this complex asset class.

🎯 For portfolios under USD 50 million with a 10%-15% allocation in alternative investments, this approach is essential. An expert ensures that each manager is aligned with your overall strategy. They know which sub-managers to trust based on their expertise in niche markets and alternative methods.

💡 Bottom line: Alternative Investments can add real value to your portfolio, especially in uncertain times. But don’t go it alone. With the right expert managing a multi-manager selection, you can maximise returns while controlling risks.

Source: LinkedIn

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Chalkboard with white arrows pointing in one direction and a single red arrow going in the opposite, symbolising alternative investments as a non-traditional approach.

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