Which innovations are democratizing access to investments once exclusive to institutions?
Historically, private markets were reserved for institutional investors due to high minimums and limited liquidity. Several innovations are changing this landscape: These developments lower barriers to entry and provide advisors with tools to offer institutional-grade strategies to a wider range of clients.
What are alternative investments, and why are they attractive versus traditional assets?
Alternative investments include asset classes beyond publicly traded equities and fixed income — private equity, venture capital, private credit, real estate, infrastructure, and hedge funds. Investors are drawn to them for a few reasons: the potential for higher returns as compensation for less liquidity, diversification from lower correlation with traditional markets, and, in some cases, […]
What solutions exist to invest in international funds without costly KYC/AML for each client?
When investing in several offshore funds, clients typically must complete separate KYC/AML procedures for each vehicle. Some structured products, such as ETNs or multi-strategy notes, pool multiple strategies under a single issuer and conduct KYC/AML at the issuer level. Once a client is onboarded with the issuer, they can allocate to different underlying exposures without […]
How can clients gain exposure to higher-yielding assets, like private credit or real estate, with a lower ticket size?
High-yielding alternative assets—private credit, real estate and infrastructure—often require large commitments that exclude smaller investors. Fractionalization allows these exposures to be split into smaller units. ETNs and tokenized funds achieve this by issuing notes or digital tokens representing a share of the underlying pool. These structures allow investors to buy smaller amounts, benefit from periodic […]