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Investing Ideas
Questions to consider when evaluating alternative vehicles
Key questions and answers to help advisors assess whether an alternative investment vehicle is the right fit.
Key Takeaways
Alternative investments give advisers new ways to build more diversified portfolios for their clients. Understanding the features of these vehicles, and the trade-offs involved in executing a particular strategy with them, is crucial for any advisor seeking to build alts-inclusive portfolios.
Here are some key questions clients care about to help you compare vehicle features and start to determine whether a given alternative offering aligns with your client’s needs.
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Questions to consider when evaluating alternative vehicles
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Questions to consider when evaluating alternative vehicles
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Alternative investment strategies may not be suitable for all investors and are not intended to be a complete investment program. Alternatives may be relatively illiquid; it may be difficult to determine the current market value of the asset; and there may be limited historical risk and return data. Costs of purchase and sale may be relatively high. A high degree of investment analysis may be required before investing.
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