Alternative Investments: Investment Allocations 5 Questions to Ask

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Kirkland Capital Group Chief Investment Officer Chris Carsley’s paper, Alternative Investments: Investment Allocations 5 Questions to Ask, was published in the prestigious CAIA Blog, Portfolio for the Future. This paper provides important, and accessible, education to investors on how to identify and vet certain red flags during the pre-investment due diligence process.

Investment firms typically manage multiple funds where the underlying strategies of those funds have some degree of overlap. There are several areas where investors in Alts funds need to ensure they understand the risks and conflicts of interests that can create a misalignment between manager and investor. Identifying these factors is not enough. Investors must know which questions to ask and where to look to root out these potential snags. The challenge for most investors is figuring out the actual questions to ask. Chris and his co-author, John Canorro - Pathstone, provide example questions that even a new to Alts investor can ask fund managers.

Read the paper now: Alternative Investments: Investment Allocations 5 Questions to Ask