Updating the 60/40 Portfolio for New Realities
Re-allocating the 60/40 portfolio to address the low interest rate environment.
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.
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.
Helping RIAs Invest in Alternatives
Access to Alternative Investments is no longer a differentiator offered solely by brand name broker dealers and wirehouse advisors. For decades broker dealer reps have touted the fact that they can get their clients allocations to hard-to-access private market funds.
Where are my K-1’s?
The recommendation for investors in alternatives: Plan to file for an extension on your taxes each year. Fortunately, filing for an extension is not a costly exercise. And the deadline for filing an extension is the same day that taxes would normally be due.
Investing in Venture Capital
Similar to private equity (PE), venture capital (VC) investments are both focused on taking ownership stakes in private companies. The difference between the two lies in where the target companies fall in their lifecycle. Simply put, venture investments are made at an earlier stage of a company’s development.
