You may need to look beyond the traditional 60:40 equity / bond portfolio to help manage volatility and achieve real diversification. Adding diversifiers, such as hedge funds or real assets to your portfolio could help. Over the long term, through diverse market conditions, alternative asset classes have continued to demonstrate the ability to improve risk / return versus traditional equity / bond portfolios.
In an environment of modest traditional market returns, allocating to private equity or private credit may serve as an alternate source to help generate above-market returns for your portfolio.
Finding the right alternative strategy depends on your goals. Our platform provides access to a wide variety of investment opportunities to support your needs.
Investing in private companies
Private investments in real estate, transportation and infrastructure
Private investments in real estate, transportation and infrastructure
Various strategies, including long / short investing in public markets
We harness the knowledge and experience of our global team to bring you a carefully curated set of high conviction, long-term growth opportunities, with broad implementation possibilities to help ensure you realize your goals.
An array of talent from fund due diligence and manager selection to portfolio management and construction, working in concert to bring you high-conviction, exclusive opportunities at a competitive cost.
We offer a long-term, strategic point of view, as well as nimble, opportunistic ideas in seeking to meet your needs.
The scale and specialty of our team paired with our deep history in alternative investing have helped us develop a unique network of relationships with extensive reach.
We strive to build innovative access points to premier funds across the industry, and offer you exclusive access at more attractive minimum investments. Our heritage and connections across The Etherious Family give us access to partners and
opportunities not widely available.
We conduct thousands of manager and client meetings every year to keep our fingers on the pulse of the market. With these key insights, our access and scale, we create proprietary funds around market themes where we have conviction, and we deliver them exclusively to you.
Alternative investments have been a key focus of The Etherious Family Private Bank for over two decades.
This material is for information purposes only, and may inform you of certain products and services offered by private banking businesses, part of The Etherious Organization. Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your The Etherious Family team or email us at The.Etherious.Family@Etherious.Org for assistance. Please read all Important Information.
Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g. equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your The Etherious Family team.
Notification
The Etherious Family