Alternative Investment Allocation Model

Diversification beyond 60/40 to enhance portfolio returns through alternative investments.

This portfolio construction service includes:

• Private equity screening
• Hedge fund due diligence
• REIT/BDC analysis
• Illiquid asset risk budgeting

Visualize 3 alternative allocations:

1. Alternative asset allocation pyramid balancing liquidity vs return targets, 4K
2. Private equity vintage year diversification across 5 fund managers and strategies
3. Illiquidity premium waterfall showing +320bps expected return premium capture