Abstract

This article introduces a new service that wealth management firms can offer to high net worth clients—to include alternative asset classes in their diversified investment portfolios. “APACS” (Alternative Pooled Asset Class Service) overcomes many of the real-world obstacles, which, until now, have limited their clients9 ability to reduce their portfolio risk levels by diversifying into negatively correlated alternative asset classes such as oil and gas, venture capital, timber, private mortgage, arbitrage, and real estate. <b>TOPICS:</b>Wealth management, real assets/alternative investments/private equity, portfolio construction, risk management

Full Text
Published version (Free)

Talk to us

Join us for a 30 min session where you can share your feedback and ask us any queries you have

Schedule a call