Using Listed & Unlisted Assets as Complementary Portfolio Construction Tools
Asset allocation has broadened considerably since the 60/40 pension portfolio was coined many years ago. The evolution brings possibilities but also challenges for investors, be they institutions or individuals.
Alternatives, or low/non-correlated assets should be evaluated carefully, judging access costs, scalability/liquidity & data sets. What is suitable for some investors may be less suitable for others.
The discussion will examine how institutions employ Alternatives in their portfolios, the difference between large & small, Public & Corporate, as well as maturity consideration. Once this has been established, the focus will be on examples practitioners should take into account.