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.
Alternatives are powerful investment tools, but their behaviour 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 alternatives assets-bridging the gap between your investment strategy and execution.
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.
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% |
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