A considered approach to alternative investments.
Selective access to non-traditional strategies designed to broaden diversification beyond conventional public markets.
Broader opportunity set
Consider strategies that may behave differently from listed equity and bond markets.
Private-market exposure
Evaluate eligible private-market opportunities where appropriate to the mandate.
Manager selection
Assess strategy, structure, governance, fees, liquidity and manager experience.
Suitability focus
Match alternatives to risk capacity, time horizon and liquidity requirements.
From objectives to ongoing oversight.
Screen
Define eligibility, liquidity tolerance and strategic portfolio role.
Diligence
Review structure, manager, strategy, fees and material risk factors.
Allocate
Size exposure relative to the total portfolio and liquidity needs.
Review
Monitor manager updates, valuations, distributions and portfolio fit.