Alternative Investments asset allocation is a growing trend in recent years and which, in our opinion, is expected to become increasingly important for investors’ portfolio and cash flow planning. As a growing number of investors seek to grow their exposure to alternative investments, they are encountering a new set of questions in this continuously changing and complex space. The rapidly increasing introduction of new sophisticated quantitative models, advanced technologies and new regulations surrounding private investments will create more questions and complexities to address in years to come. Recognizing these emerging challenges and opportunities, savvy investors may fundamentally adjust their alternative investments allocation procedures to a more rigorous and professional level.

The following is some practical guidance based on our experience helping clients navigate these issues.