Alternative investments can offer an effective way to diversify the portfolios of more sophisticated investors. Historically, alternative investment products were restricted to institutional investors and the exceptionally wealthy, with the intention of generating positive returns regardless of the state of the market. Today, they are available to a broader range of investors.
Typically, alternative investments are based on strategies that use leverage, arbitrage, derivatives and long or short positions.
As a CIBC Wood Gundy client, you have access to:
- Hedge funds
- Private equity
- Managed futures
- Structured products
- When suitable, alternative investments can provide the following benefits:
- Increased diversification
- Reduced portfolio volatility
- Non-correlation to other asset classes
To determine whether alternative strategies may be a positive addition to your portfolio, contact me today.
Commissions, trailing commissions, management fees, and expenses may all be associated with hedge fund investments. Hedge funds may be sold by Prospectus to the general public, but more often are sold by Offering Memorandum to those investors who meet certain eligibility or minimum purchase requirements. An Offering Memorandum is not required in some jurisdictions. The Prospectus or Offering Memorandum contains important information about hedge funds – you should obtain a copy and read it before making an investment decision. Hedge funds are not guaranteed. Their value changes frequently, and past performance may not be repeated. Hedge funds are for sophisticated investors only.