Alternative investments
Alternative investments and banking & trust services
To serve the more extensive financial needs of higher-net-worth investors, the Raymond James Alternative Investments Group (AIG) researches and selects high-quality, non-traditional investment products to serve their extensive financial needs including such areas as:
- Exchange funds
- Private equity
- Venture capital
- Hedge funds
- Managed futures
- Equipment leasing
- Real estate
- Sector-specific opportunities
AIG consists of a team of professionals that offers analytical, marketing and sales support. This group was created to provide a broader array of high-quality investment choices for you and your clients in varied market conditions, as well as extensive due diligence to assist with navigating this sometimes volatile portfolio sector.*
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.