Alternative Investments

Alternative Investments

Navigate a different path to increase the chances of achieving your financial expectations and desires.

Alternative investments are not derived from the three traditional asset types of stocks, bonds and cash. Alternative investments are typically reserved for institutional investors and high-net-worth individuals due to their intricate nature and limited regulation. Alternative investments also include hedge funds, managed futures, real estate, commodities and derivatives contracts. Many alternative investments also have high minimum access and fee structure compared to that of managed funds. While they are less subject to stringent financial regulation, alternative investments have less opportunity to publish certifiable performance information and advertise to prospective investors.

Alternative investments are favoured because of their low correlation to the more traditional asset classes. Due to this, many large institutional funds such as pensions and private endowments have begun to allocate a small portion (typically less than 10%) of their portfolios across a range of alternative investment opportunities such as hedge funds. It is true that the private investor may be restricted to certain types of alternative investments, however real estate and commodities such as precious metals are widely available to trade.

Consider an alternative way to diversify your portfolio

Alternative investments can offer an opportunity for you to diversify your portfolio through a widespread range of products. Managed by some of the best money managers in the industry, the Dalton alternative platform provides access to a number of single manager hedge funds, funds of hedge funds, managed futures, private equity, real estate and exchange funds.

Contact Dalton for more information and to see if an alternative approach will benefit your existing portfolio.