Adapting to a changing market is central to successful long term portfolio management. The bottoming of global interest rates at close to zero has meant that bonds are no longer investable. At the same time, alternative assets (‘alternatives’) have become more accessible, transparent and democratised, attracting a growing pool of global institutional and private investment. These powerful trends underpinned Lipman Burgon & Partners’ adoption of a Total Portfolio Approach (TPA) to portfolio construction.

In this Wealth Strategies research paper, Alternatives – A tool for the times, we examine the unique and varied characteristics of the alternatives universe and the opportunities to enhance portfolios. In combination, alternatives have the potential to reduce overall portfolio risk through diversification, generating income, and maximising returns.

 

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