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Alternative Investments – your key to future investment opportunities

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Alternative Investments or “Alternatives” is a diverse and wide-ranging asset class, which has long been a core component of JBWere client portfolios.

Alternatives as an asset class continues to expand in size and scope, particularly into non-traditional and private market assets. This expansion has largely been driven by fundamental shifts in the global economy including historically low rates and subdued returns outlook, and global adoption by the largest institutional investors recognising and demonstrating the benefits of an expanded Alternatives investment set in smart portfolio construction.

As, Gillian Gordon our Head of Alternative Investments and Responsible Investing explains “JBWere has expanded our Alternatives universe, aligning with international standards, compromising five categories:

  • Private Equity
  • Private Debt
  • Real Assets (Infrastructure/Real Estate)
  • Renewables/Natural Resources
  • Hedge Funds.

By using our size, scale and capability, JBWere is reducing and removing significant barriers to access that have historically hampered access for private wealth clients to this expanded universe, providing greater investment choice”

Alternatives are flexible, diverse and can play a range of important roles in a well constructed portfolio. They can be listed, unlisted, liquid, illiquid, private or public market, and can play a growth or defensive role. JBWere can help you understand if and how Alternatives might best play a role in your portfolio. For further information contact JBWere today.