The Asset Manager's
Ultimate Guide to Building Your Alternative Investment Offering
Alternative investments have become increasingly popular over the last several years, offering investors the opportunity to diversify beyond the traditional asset classes, generate potentially higher returns, and mitigate risk in a volatile market.
This 32-page comprehensive guide provides the ins-and-outs of how to successfully launch your own alternative investment offering.
See below for more information on what's inside:
What You'll Find Inside
Analysis
A full analysis of the alternative investment landscape and the opportunity this represents for asset managers and advisors alike. This includes:
- Portfolio allocation for alternatives across high-net-worth (HNW), and ultra-high-net-worth (UHNW) individuals, foundations, single family offices, and state pensions
- 10-year projected returns for Private Equities vs. US Equities
- Analysis of financial advisors' allocation across alternative asset classes
- The benefit of building your own alternative investment opportunity.
Alternative Fund Strategies
The first step to building your alternative offering is to determine your fund structure. This guide provides:
- A breakdown of common private fund types
- 6 private fund strategies
- Diagrams of each private fund strategy
Alternative Fund Structures
How do you determine your fund structure? What are the benefits of an open vs. closed structure?
- Determining your fund's General Partner (GP)
- Open vs. closed fund comparison
- Open and closed fund considerations
- Other fund structure considerations
Assembling Your Team
You are not alone. Find recommendations on how to put the right team in place to make your fund successful.
- Legal - Advice for finding the best attorney to fit your needs
- Technology - How to provide a streamlined investor experience through technology
- Fund Administration - Questions to ask a potential fund admin partner
- Compliance - Importance of a thorough compliance process.
- Audit/Tax - Importance of a high-quality auditor
Raising Assets
Crafting the right pitch and finding prospective LPs can be a daunting task. Find more information and guidance on the following resources/opportunities:
- Consultants
- Marketing Firms
- Brokers/Placement Agents
- Your Own Network
- Institutional Investors
Investor Relations
Find advice on how you can avoid common mistakes by building your investor relations plan in advance.
Email Aaron Anderson at anderson@trustalta.com for more information on building your fund.
"An asset manager that chooses to ignore private markets is choosing to forego a massive opportunity."