Alternative investments are more powerful than ever presenting new ways to invest. A search for returns. A further way to diversify. And now you can build your portfolio even better.
In an environment of modest traditional markets, alternative investments can offer the potential for enhanced returns and portfolio diversification.
Mitigate portfolio risk by incorporating assets with low correlation to traditional markets, mitigating the impact of market volatility.
Explore opportunities beyond traditional asset classes to build a more resilient and balanced portfolio.
Supported by best-in-class management, we attract top talent to focus on improving business operations.
Mitigate portfolio risk by incorporating assets with low correlation to traditional markets, mitigating the impact of market volatility.
Explore opportunities beyond traditional asset classes to build a more resilient and balanced portfolio.
1 For illustration purposes. Source Cambridge Associates, as of March 31, 2023, the growth of $100,000 is based on cumulative returns from January 1, 2007, to March 31, 2023, capturing performance throughout the Global Financial Crisis. Past performance does not predict future returns. "Private Equity" is represented by the Cambridge Private Equity Index, including buyout, secondary, and growth equity funds. "Public Equities" are represented by the Cambridge Modified Public Market Equivalent (PME) analysis of the MSCI ACWI Index. Comparisons between private equity and public indices are based on the difference in performance between the Cambridge Private Equity Index IRR and the hypothetical PME return, with timing adjustments for cash flows. The returns shown are compounded quarterly for comparison and may not reflect actual historical returns. Indices are illustrative, and relying on comparisons involves risks and limitations, including PME adjustments. The PME methodology mimics the timing and amount of cash flows from the Cambridge Global Private Equity Index in a public market index, tracking its performance for hypothetical PME NAV calculations. Thus, comparisons are based on the difference between the Cambridge Global Private Equity Index IRR and the hypothetical PME IRR, including PME adjustments.
Our bankers connect to a global network of partners to gain direct access to unique investment opportunities with attractive minimum investments.
Explore comprehensive risk factors and understand how alternative investments impact the process of your portfolio.
Choose dedicated investment managers who conduct due diligence and construct resilient portfolios over time.
Consider the unique characteristics of each alternative investment:
For illustration purposes only. There is no assurance that any of this objectives will be met.
Disclosure
Investing involves risk, including possible loss of principal. Past performance or success of any professional does not guarantee future results for the Fund.
Before investing, carefully consider the fund’s objectives, target, risks, fees, and expenses. Prospective investors should consult with a tax, legal, and/or financial adviser before making any investment decision.
The strategies presented are for educational and illustrative purposes only and should not be considered as a recommendation, offer, or solicitation to buy or sell securities or adopt any specific investment approach. No assurance is given regarding the effectiveness of the discussed strategies, and actual results may vary. It is crucial for individuals to exercise caution, conduct thorough research, and seek professional advice before making any investment decisions.
Diversification, while a useful strategy, does not guarantee investment returns and does not eliminate the risk of loss. Spreading investments across various options and asset classes may aid in reducing overall volatility.
Real estate investment trusts (“REITs”) are subject to changes in economic conditions, credit risk, and interest rate fluctuations.
Participation in all investments is limited to a specific number of investors with a minimum capital requirement to uphold exceptional service standards. Such stringent criteria naturally limit our capacity. Consequently, the availability of participation in investment funds is restricted and limited. To learn more about the availability to participate in specific investment products, contact your financial advisor to learn more about BlueCrown’s funds.
Payments to Broker/Dealers and Other Financial Intermediaries
Certain fees may apply from your financial institution for providing services to the overall fund and program. These payments may create a conflict of interest by influencing the Financial Intermediary and your individual financial professional to recommend the Fund over another investment. Ask your individual financial professional or visit your Financial Intermediary’s website for more information.
Important Information
The information provided on this website is intended for informational purposes only and should not be considered investment advice, a recommendation, or an offer or solicitation to buy or sell any securities, funds, or strategies in any jurisdiction where such actions would violate the securities laws. The opinions expressed are current as of January 2024 and may be subject to change without notice. Readers are advised to use their discretion when relying on the information provided on this website. It is important to recognize that investing involves risks.