Knowledge Base

Alternative Investments

Investment characteristics, structures, and performance evaluation of asset classes beyond traditional equities and bonds.

Digital assets, distributed ledger technology, and cryptocurrency investment vehicles and their distinctive risk-return characteristics.

Hedge fund strategies, investment vehicles, risk and return sources, and how they compare to traditional asset classes.

Commodities, farmland, timberland, and raw land: investment characteristics, risk-return profiles, and diversification properties.

Real estate and infrastructure as investment classes: their defining features, return characteristics, and portfolio role.

Private equity and private debt characteristics, investment features, and the diversification benefits they can provide.

Calculating and interpreting alternative investment returns before and after fees, and appraising performance across strategies.

Defining features of alternative investments, direct versus co-investment versus fund structures, and common compensation arrangements.