As investors seek to enhance growth, income, and diversification, alternative assets have become an important part of institutional portfolios — yet many asset owners are underweight the asset class. Find out how we can help.
Using Vision — our proprietary asset allocation tool — we can combine alternative and traditional assets to build outcome-oriented portfolios.
The Alternatives Opportunities dashboard helps guide investors through the private markets landscape with detailed insights on market positioning, fundamentals, and valuations across private markets asset classes: Private credit, private equity, and real assets.
Alternatives are powerful investment tools, but their behavior and effect on portfolios are often misunderstood. We see alternative investments as a way to enhance portfolios and aim to demystify the alternative investing experience. Our multi-manager alternatives platform simplifies the process of investing in alternative assets — bridging the gap between your investment strategy and execution.
Power your portfolio with Invesco Vision
Invesco Vision is a state-of-the art, proprietary portfolio diagnostics tool created by practitioners to “pre-experience” how different variables affect investment outcomes. Learn more about our unique custom portfolio analysis service.
Invesco Solutions
With decades of experience managing multi-asset portfolios, our team helps institutions solve highly complex investing challenges.
With expanding allocations to alternatives, institutions will need to take a nuanced view of the drivers of risk and return to align investments with desired outcomes. Below are three thematic objectives that investors may seek when designing alternative portfolios: income, real return, and growth.
| Asset |
Allocation |
|---|---|
| Senior Direct Lending | 35% |
| Alt Credit | 20% |
| Real Estate Debt | 20% |
| Infrastructure Debt | 10% |
| Second Lien/Mezz Corporate | 10% |
| Senior Loans | 5% |
| Asset |
Allocation |
|---|---|
| Real Estate | 43% |
| Infrastructure | 32% |
| Natural Resources | 25% |
| Asset |
Allocation |
|---|---|
| Large Buyout | 27.5% |
| Real Estate Value-Add | 17.5% |
| Opportunistic & Distressed | 15.0% |
| Venture | 12.5% |
| Middle Market Buyout | 10.0% |
| Growth Equity | 10.0% |
| Real Estate Opportunistic | 7.5% |
Making private markets work in a barbell strategy
As the private market space has grown, many investment opportunities have emerged that may potentially provide attractive risk-adjusted returns.
July 19, 2021
Alternative investment solutions
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