The Private Road to Real Investor Impact
Is ESG investing actually about impact? If not, then how can investors create a strategy to have a measurable one? The answer lies in private investments.
Altera Insights’ White Papers
Part 1: The Real Economy – A Novel Framework
Published: Sep. 03, 2020
In Perspective
Explore research and market commentary from Altera, including our take on the state of private markets, the changing landscape of alternatives access, and the evolution of impact investing.
Lower expected stock returns: A positive or negative for alternatives?
Do higher valuations among public equities foreshadow a period of lower S&P500 returns? And, if so, do these same conditions apply to the private markets, or are we entering another cycle for private vs. public outperformance?
Anatomy of a Private Equity “Win”
How are private equity returns actually achieved? What drives success? This article examines one path to a "win" for investors.
Updating the 60/40 Portfolio for New Realities
Re-allocating the 60/40 portfolio to address the low interest rate environment.
The Appeal of Unconventional Strategies: Extended Stay Hospitality
Extended stay hotels have proven to be a comparatively resilient segment of the hospitality industry. But despite their generally higher profitability, they remain a misunderstood sector that is only now starting to attract institutional investor attention.
