The Alts Institute

When alternatives are the answer, we help with the questions.

On paper, the benefits of alternative investments are many, but their role in a portfolio may vary.

For this reason, we created The Alts Institute: a place where investors and advisors can access the foundational expertise, asset allocation perspectives and best practices they need to unlock the full opportunity of alternatives.

Essentials

"Alternative investments" encompass a wide array of separate asset classes, strategies and vehicles, each with a role in an overall portfolio.

At The Alts Institute, we’ve curated the essential content to give you quick, to-the-point summaries of the concepts and terminology to understand the potential benefits of alts.

In Practice

To invest in alternatives, foundational expertise is essential—but not sufficient. There is also a layer of applied knowledge and practical considerations to consider.

The Alts Institute provides insights into how to incorporate alts in an overall portfolio—from evaluating various investments and understanding potential outcomes to constructing a mix of alternatives to meet individual needs and goals.

Best Practices

We believe alternatives are at an inflection point where the benefits to investor portfolios and advisors’ business are abundant. Portfolio models are being tested, and new best practices are emerging.

In response, The Alts Institute commissions proprietary research about advisors, investors and practice management trends in this rapidly evolving space. Stay tuned for the results.

Filter Insights

Risks to consider: Investing in alternatives entails risk and may not be suitable for all investors. Alternative investments can be illiquid due to restrictions and the lack of a secondary trading market. Before investing in alternatives, investors should carefully consider their investment objectives, time horizon, tax sensitivity and risk appetite. There is no assurance that an alternative investment's objective will be achieved. Investors could lose all or a substantial amount of their investment. Investors and advisors should understand how each investment supports their overall goal and take a diversified approach when adding alternatives to a traditional portfolio.