Building a Hedge Fund Allocation: Integrating Top-down and Bottom-up Perspectives
An integrated top-down and bottom-up hedge fund allocation framework for institutional investors.
In today’s market environment, investors need to consider new, dynamic opportunities to meet their return objectives. When it comes to investing in alternatives, it’s vital to choose a manager with the dedicated investment capabilities required to deliver results across this challenging and diverse asset class.
Our alternatives platform provides a spectrum of innovative investments that, when used correctly, may play a key role in generating new sources of return and portfolio diversification. Our solutions span real estate, real assets, private equity, private credit, hedge funds, and liquid alternatives.
Perspectives informed by the insight and experience of our 800+ alternative investment professionals.
Designed to simplify the complex world of alternative investments to help you make more informed decisions across real estate, infrastructure, private markets and hedge funds.
An integrated top-down and bottom-up hedge fund allocation framework for institutional investors.
The release of Open AI’s ChatGPT to the public in November 2022 has changed the trajectory of AI’s adoption.
Core Transportation investing generates steady and resilient returns through economic and geopolitical disruption.
An overview of infrastructure investments, what they are and why a client may want to consider an investment in a private infrastructure fund.
CEOs, CIOs and strategists from J.P. Morgan’s $200+ billion Global Alternatives platform provided a 12- to 18-month perspective on the trends influencing markets.
Secondary transactions and co-investments are creating more potential to diversify alternatives portfolios.
Despite the current market turmoil, there is an opportunity to purchase high-quality assets at temporarily reduced pricing. However, the timing of the move back to lower real estate yields is difficult to forecast.
Private equity markets have historically been only available to institutional and high-net-worth investors, but are now accessible through 40-Act tender funds.
Private equity can play a critical role in diversified portfolios, enhancing returns and reducing volatility.
We see a significant market for highly effective weight loss drugs that appear destined to transform the medical treatment of obesity.