The following research paper was selected for presentation in the Due Diligence Forum program at PortfolioConstruction Conference 2008.

Category
Subcategory

Alternatively
Alternative assets

Due Diligence Forum speaker

Robert Graham-Smith
Portfolio Manager
Select Asset Management

Due Diligence Forum summary

Even though alternative investments have gained wider acceptance in recent years, a trend led by some of the most successful global institutional investors, questions still remain in relation to their incorporation in retail and high net worth investor portfolios.

This presentation and research paper outline the broad range of alternative investments available and some issues to consider in assessing listed and unlisted vehicles, and the key portfolio construction questions posed by non-institutional investors. Practical implementation issues are addressed including where alternative investments fit in a portfolio, the sizing of allocations, liquidity issues (including listed alternatives), various investment structures and diversification options available.