Alternative Investments
The Raymond James Alternative Investments Group (AIG) was created to provide a broader array of high-quality investment choices for you and your higher-net-worth clients. The group conducts extensive due diligence to assist with navigating this sometimes volatile portfolio sector in varied markets.* AIG researches and selects high-quality, non-traditional investment products to serve affluent clients’ extensive financial needs, including such areas as:
- Exchange funds
- Private equity
- Venture capital
- Hedge funds
- Managed futures
- Equipment leasing
- Real estate
- Sector-specific opportunities
Using a combination of quantitative and qualitative analysis in researching and selecting managers, the Alternative Investments Group evaluates characteristics such as:
- Manager background and experience
- Manager tenure in the specific investment style
- Manager historical performance and volatility
- Historical correlation of manager performance to traditional benchmarks
- Manager performance during various markets environments
- Risk management policies and techniques
- Manager policies toward the use of leverage and other speculative strategies
**Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum-net-worth tests.
