• Woodward Partners

  • Woodward Partners

  • Woodward Partners

  • Woodward Partners

Copyright 2020 - Woodward Partners

Alternative Investments

Navigate an alternative route to increase the chances of reaching your financial destination.

Alternative investments are those that are not derived from the three traditional asset types of stocks, bonds and cash. Alternative investments are typically reserved for institutional investors and high-net-worth individuals due to their intricate nature and limited regulation. Alternative investments also include hedge funds, managed futures, real estate, commodities and derivatives contracts. Many alternative investments also have high minimum access and fee structure compared to that of managed funds. While they are less subject to strict financial regulation, alternative investments also have less opportunity to publish verifiable performance data and advertise to potential investors.

Alternative investments are favored because of their low correlation to the more traditional asset classes. Because of this, many large institutional funds such as pensions and private endowments have begun to allocate a small portion (typically less than 10%) of their portfolios across a range of alternative investment opportunities such as hedge funds. It is true that the private investor may be restricted to certain types of alternative investments, however real estate and commodities such as precious metals are widely available to trade.

Consider a alternative way to diversify your portfolio

Alternative investments can provide an opportunity for you to diversify your portfolio through an extensive range of products. Managed by some of the best money managers in the industry, the Woodward Partners alternative platform provides access to a number of single manager hedge funds, funds of hedge funds, managed futures, private equity, real estate and exchange funds.

Contact Woodward Partners for more information and to see if an alternative approach will benefit your existing portfolio.

What makes an investment 'alternative'?

Alternatives are uncorrelated to traditional forms of investment such as equities, bonds and cash.

Alternative investments offer a number of diversification beneifts as you seek to balance your exposure to risk.

Alternative investments are highly flexible; they are able to exceed performance expectations regardless of market conditions.

Alternative investments offer the potential for above average returns. Investors should consider that the level of risk is usually relative to the potential of higher returns.