Core Alternatives

 

This strategy seeks to provide a diversified portfolio of alternative asset classes/active strategies that can serve as a core allocation with limited correlation to traditional equity and fixed income. Investments will include REITs, private real estate, hedge funds, MLPs, commodities, infrastructure, and additional “opportunistic” strategies. The target absolute return objective is 6% net of fees and the target absolute risk (standard deviation) is 8%-11% over a market cycle.

 

Institutional Investment Management Focus Team |  Core Alternatives

Donald H. Lennard

Senior Consultant

Whether you’re an Institution looking for investment services or a Manager looking to contribute to our research program, we’re here to help.