We were on a mission to find various strategies with improved characteristics vs. what we expected from daily-liquid investments; that difference would come in the form of less volatility with more income/total return and risk mitigation (ways of minimizing losses if things didn’t go as originally planned). In theory, this endeavor could provide a more consistent experience for clients through market cycles (“recession resilience”) while improving cashflow and long-term returns – especially in light of the (already at that time) low-rate environment in which we found ourselves.
Since not every client was a Qualified Purchaser, the goal was also to identify several alts that could be used for Accredited Investors or required no qualification. In addition, we needed to combine a variety of liquidity profiles to make the overall portfolio palatable. With this in mind – as we now explore each of these strategies – I will segment them by investor qualification, which will then loosely align with their liquidity profiles. Here we go.
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