How to Leverage on Alternative Investments to Diversify your Portfolio

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How to Leverage How to Leverage on Alternative on Alternative

Investments Investments to Diversify to Diversify

Your PortfolioYour Portfolio

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Why Alternative Investments Are Called “Alternative”

not mainstream in the past.harder to access for most investors.require a large minimum investment and longer lock-up period. not so liquid. available only to high net-worth individuals and institutions.

Alternative Investments Turning Mainstream

Alternative investments has became more mainstream in recent years.Barriers to entry are being removed. They are now more widely available, more popular, more liquid and more transparent.

It is prudent for investors to allocate a portion of alternative investments in their portfolio to improve their risk-return.

Types of Alternative Investments private equity hedge funds managed futuresalternative mutual fundsreal estatesprecious metals currencies Collectiblescommodities

Benefits of Alternative Investmentsdiversifying your investment portfolioless volatile than equitiesimprove the risk profilehedge against inflation

Benefits of Alternative InvestmentsWith a diversified portfolio, when one type of investment is losing money, another may be gaining. Alternative markets perform well when traditional markets fail.

How do you leverage on alternative investments into your

investment portfolio?

Leverage on Alternative Investments

Look for Alternative Investment with Proven Track RecordAllocation of Alternative Investments in your PortfolioWork with Experienced Manager

Look for Alternative Investment with Proven Track Record

Be conservative. The performance is dependent on the manager’s skill. Go for products with proven track record.

Allocation of Alternative Investments in your Portfolio

Allocate 10-20% of your portfolio to alternative investments – large enough to make an impact or reduce the risk, while not dominating the portfolio. The percentage depends on your risk appetite and objectives.

Work with Experienced Manager

Work with an experienced advisor who is knowledgeable and can help you to select and monitor your alternative investments.

Disclaimer

Alternative investment, like any others, have its own risk. It is important that investors are comfortable with this investment strategy, and to discuss with their financial advisors to determine if it is suitable to their unique circumstances and objectives.

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How to Leverage on Alternative Investments to Diversify your Portfolio

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