2020 Second Half Playbook:
Navigating a way through


Uncertainty can present opportunities but even experienced investors lack intuition when faced with so many variables. Read our investment themes for the year ahead as we try to capture the essence of the moment.

Our Company

As an asset advisor focused on private investments in the lower market, we are charged with the mandate of identifying and crafting the best access we can for our investors. This is why we provide a range of ways we can work with investors, plus the ability to tailor solutions based on your specific needs.

Helping RIAs Invest in Alternatives

As an increasing number of advisors are seeking independence, several challenges have come to light. The biggest challenge is clear: How does a smaller independent RIA compete with trillion-dollar behemoths.

The Lower Market - A Deeper Dive

Lower-middle market private equity was once viewed as a trade-off between value and risk, only appropriate for the barbell of unsophisticated investors on one end and institutional investors on the other. Yet today, it’s something investors can no longer afford to ignore.

An Expanded Opportunity Set

Private market opportuni ties allow investors greater freedom to build portfolios that meet their needs. This is increasingly valuable in an environment with low interest rates, historically high prices in public markets, and during periods of uncertainty.

Investment Strategies

Altera is a leader in the lower‐middle private markets, while applying a “real economy” lens to our selection of investment opportunities. We specialize across three main verticals, driving an evolving menu of diversified alternative investment strategies.

Real Assets

Real Assets

We invest across the financial capital stack with debt, mezzanine, and equity exposures into real estate and infrastructure strategies. Our primary investment approach is to get direct exposure as often as possible while identifying investments that provide lower-than-average risk for the expected return.

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Tactical Opportunities

Tactical Opportunities

We make investments that traditional investment strategies either do not or cannot. These investments are differentiated and assist in delivering portfolios with less correlation and lower volatility.

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Impact-Aligned Strategies

Impact-Aligned Strategies

Our selection of impact strategies reflects an open mandate approach to the space but we hold a very clear philosophy. We believe that impact investing is about investing in progress, and recognizing that the companies solving the world’s biggest challenges can be best positioned to grow.

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About Altera

Altera is an alternative asset advisor that believes in leveraging innovation to deliver outcomes that enhance portfolio returns while managing risk – including environmental, social, and governance related risks. Our mission is to continuously challenge ourselves, and our industry, to evaluate new risks and economic possibilities in a rapidly changing world, that demands the introduction of new paradigms and investment approaches.

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COVID-19: Our commitment to our people and investors

During this unprecedented crisis, our dedication to our purpose – to increase awareness of alternatives and their impact – is stronger than ever. Altera has taken several actions to continue delivering for our investors, staying in continual contact with fund manager partners, and support our employee mental and physical well-being.

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Let's talk about how Altera can help.


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