Alternative Investments

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The case for alternatives

Alternatives where suitable have the potential to enhance and smooth out returns in a way traditional stocks, bonds and cash do not. However, accessing these investments has historically been challenging and expensive. We use our relationships, size and scale to gain unparalleled access to alternatives, while simplifying the complexities and reducing the costs associated with investing in them.

Alternatives are the majority
of the market

The majority of companies in the world—85%—are still privately owned, which means they cannot be accessed through the stock and fixed income markets. This means no matter how diversified your portfolio is, if you only invest in public companies through public markets, you may not be as diversified as you could be.

1Source: S&P Capital IQ, J.P. Morgan Asset Management, as of 5/1/24.
 
Capital IQ, BlackRock as of 12/31/23. Represents the number of companies with annual revenues greater than $100 million. Private companies also come with unique risks such as limited liquidity, less transparency, and potentially higher volatility compared to public companies. Investors should weigh these factors when considering private investments as part of their portfolio strategy. For illustrative purposes only. Alternative investment strategies may not be suitable for all investors. Different types of investments involve degrees of risk, including the loss of principal.

The importance of alternatives in your portfolio

This chart illustrates how private equities and private credit not only offered higher returns than their public counterparts over the same 20-year period, but they also offered lower volatility. Additionally, as they are less correlated to public market moves, alternatives may provide performance potential across a variety of market and economic environments. Put simply, as part of a diversified portfolio, alternatives offer the potential to enhance returns and reduce risks over the long term.

1Source: S&P Capital IQ, J.P. Morgan Asset Management, as of 5/1/24.
 
Capital IQ, BlackRock as of 12/31/23. Represents the number of companies with annual revenues greater than $100 million. Private companies also come with unique risks such as limited liquidity, less transparency, and potentially higher volatility compared to public companies. Investors should weigh these factors when considering private investments as part of their portfolio strategy. For illustrative purposes only. Alternative investment strategies may not be suitable for all investors. Different types of investments involve degrees of risk, including the loss of principal.

Extensive access to alternatives

Corient offers a comprehensive alternatives platform designed to provide extensive access to strategies, structures and vehicles. You benefit from our extensive expertise and collective thinking on alternatives, regardless of how you prefer to invest.

CORIENT MULTIMANAGER VEHICLES

Multimanager vehicles that provide broad, diversified access to the entire spectrum of alternative assets or can offer more focused access to specific alternative asset classes or themes.

THIRD-PARTY MANAGERS

A curated platform of third-party managers, including registered fund options, offering funds focused on specific alternative asset classes.

DIRECT INVESTMENTS

A curated platform of private companies for direct investment.

Corient – alternatives simplified

Alternatives, as an asset class, typically have added complexity, but Corient makes it easier to invest in them.

POTENTIAL CHALLENGEOUR SOLUTIONHOW WE DELIVER OUR SOLUTION
Alternatives are very complex to invest in and manageWe simplify the processWe leverage technology to streamline subscriptions and provide consolidated tax statements in most circumstances
Alternatives are hard to accessWe simplify accessWe leverage our size and scale to access opportunities that may be unavailable elsewhere, offering competitive minimum investments and fees
Alternatives are expensiveWe make them more cost effectiveBecause we invest as an institution, we can negotiate competitive fees most others cannot match
Alternatives are opaque and hard to understandWe provide transparencyWe conduct rigorous due diligence and offer simplified reporting


Corient’s alternatives lineup includes private equity, venture capital, private credit, real estate, infrastructure and hedge funds and ranges from semiliquid to illiquid.

Alternatives defined

Typically, ‘alternatives’ is a broad term describing investment assets and vehicles that are not traded every day. Additionally, while alternative investments often involve reduced liquidity, investors may be compensated for this trade‑off through increased return potential.

Alternative assets

Commodities, private equity, private credit, hedge funds, energy, infrastructure

Alternative vehicles

Partnership structures, evergreen drawdowns, open ended funds, closed ended funds, registered funds, general partnerships, limited partnerships

Alternative liquidity profile

Liquidity is typically on a spectrum from semi-liquid (monthly or quarterly liquidity) to fully illiquid (7-10+ years)

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Alternative investments involve various and significant risk factors, including limited liquidity and the potential for large loss of capital. Alternative investments are available only to investors that meet minimum investor qualifications and minimum investment amounts are typically required. Certain products or vehicles may not be available in all jurisdictions.

 

Diversification, allocation and rebalancing strategies do not imply you will make a profit and do not protect against losses. Different types of investments involve different degrees of risk, including the loss of principal. The future performance of any investment or wealth management strategy, including those recommended by us, may not be profitable or suitable or prove successful. Past performance is not indicative of future results.