另类投资——走向主流

Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors. In fact, alternative investments are expected to grow $8 trillion between 2022 and 2028.^1,2

The impetus behind this projected growth is the belief that alternative investments offer the potential to enhance the risk/reward characteristics of a traditionally diversified portfolio.³

"Alternative investments" is an umbrella term for a disparate range of investment strategies and assets that might be best defined as investments that use a different approach from traditional instruments.

While today's portfolios may benefit from some diversification to alternative investments, 应该强调的是，风险, 返回, 它们之间的市场相关性差异很大. 因此, individuals need to consider what their objective is for adding alternative investments and select the appropriate strategy to pursue their needs.³

另类投资的种类

私人股本 -寻求参与私营企业的成长. Private equity is an illiquid asset class that seeks long-term appreciation away from public markets.

对冲基金 — 投资s that have broad flexibility in the types of strategies they can employ to follow their stated investment objectives.

商品池 — Enterprises that attract funds from people who are looking for pool managers to engage in commodity-related trades.

Alternative investments are geared to "accredited" or "qualified" investors who are considered high-net-worth individuals with investment experience, and these investments usually have high minimum investment requirements. Some investment companies have structured mutual funds after alternative investments, providing individuals with access to the investment strategy while offering daily liquidity at lower minimum investment requirements.

共同基金按招股说明书出售. Please consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained from your financial professional. 在你投资或汇款之前仔细阅读它.

1. 投资News.2023年10月19日
2. Alternative investments include direct participation program securities (partnerships, 责任公司, and real estate investment trusts which are not listed on any exchange), 商品池, 私人股本, 私人债务, 对冲基金. These programs may offer high-net-worth accredited investors tax benefits, 但它们也有很大的风险. 通常, alternative investments are illiquid investments and their current values may fluctuate from the purchase price. Statements for such investments represent their estimate of the value of the investor's participation in the program. The estimated values may not necessarily reflect actual market values or be realized upon liquidation.
3. Diversification is an approach to help manage investment risk. It does not eliminate the risk of loss if security prices decline.

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