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投资 阅读时间:3分钟

另类投资——成为主流

Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors. 事实上,另类投资预计将从13美元增长.从9万亿美元到2020年的21美元.2025年1万亿.1,2

The impetus behind this projected growth is the belief that alternative investments offer the potential to enhance the risk/reward characteristics of a traditionally diversified portfolio.3

"Alternative investments" is an umbrella term for a disparate range of investment strategies and assets that might be best defined as investments that use a different approach from traditional instruments.

While today’s portfolios may benefit from some diversification to alternative investments, 应该强调的是,风险, 返回, 它们之间的市场相关性将存在很大差异.3 因此, individuals need to consider what their objective is for adding alternative investments and select the appropriate strategy to pursue their needs.

另类投资的类型

私人股本 -参与私营企业的成长. Private equity is an illiquid asset class that seeks long-term appreciation away from public markets.

对冲基金 — 投资s that have broad flexibility in the types of strategies they can employ to follow their stated investment objectives.

商品池 — Enterprises that attract funds from people who are looking for the pool managers to engage in commodity-related trades.

Alternative investments are geared to “accredited” or “qualified” investors who are considered high-net-worth individuals with investment experience, and these investments usually have high minimum investment requirements. Some investment companies have structured mutual funds after alternative investments, providing individuals with access to the investment strategy while offering daily liquidity at lower minimum investment requirements.

共同基金是通过招股说明书销售的. Please consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained from your financial professional. 在投资或汇款之前仔细阅读.

1. 媒介.com, 2020
2. Alternative investments include direct participation program securities (partnerships, 责任公司, and real estate investment trusts which are not listed on any exchange), 商品池, 私人股本, 私人债务, 和对冲基金. These programs may offer high-net-worth accredited investors tax benefits, 但它们也有与之相关的重大风险. 通常, alternative investments are illiquid investments and their current values may fluctuate from the purchase price. Statements for such investments represent their estimate of the value of the investor’s participation in the program. The estimated values may not necessarily reflect actual market values or be realized upon liquidation.
3. 分散投资是一种帮助管理投资风险的方法. It does not eliminate the risk of loss if security prices decline.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. 请咨询法律或税务专业人士 有关您个人情况的具体信息. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite不隶属于指定的经纪自营商, 国家或美国证券交易委员会注册的投资咨询公司. 所表达的意见及 所提供的材料仅供一般参考, and should not be considered a solicitation for the purchase or 出售任何证券. 版权所有2021 FMG套件.

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