Access to alternative management

Collective or dedicated internal funds enable your client to invest in a large number of different categories of assets and, in particular, opens the way to alternative management by investment via "Hedge funds".

In the case of collective internal funds, the share of the investment in alternative management may not exceed 40% of the portfolio and it must be carried out via alternative funds of funds. In the case of dedicated funds, limitations vary depending on the type (see above) of dedicated fund in question but it is possible to invest purely in hedge funds.

We emphasise that it is also possible to invest in alternative management products without this having to be via an internal fund. The range offered by the company includes a small number of external funds that use alternative management. Similarly, certain structured funds that we offer or that we will create together can be linked to alternative management.

What is alternative management?

Alternative investment instruments have the significant characteristic of not being related to market trends and seeking month after month to yield an absolute positive performance.

Alternative management selects a very varied set of methods or rather of specialised, complex management strategies focused on a precisely defined niche in the market. The strategies, like the techniques used, are radically different from those employed in so-called conventional management which justifies its description as alternative management. Hedge funds or alternative management funds are investment funds which use these types of strategy.

Compared with conventional management, the merit and know-how of the manager are paramount. The difference in performances in a single type of alternative management can be very significant.

The world of alternative management is very complex as there are a multitude of different strategies which are characterised by yield / risk ratios that vary considerably and the techniques used are often difficult for the beginner to grasp.

What makes them worthwhile?

Alternative management funds, whose performances are entirely the result of the strategy employed and independent of market evolution, make it possible to reduce the volatility of a portfolio. Thus, many studies have shown that in the long term, a portfolio combining conventional and alternative management would reduce the overall degree of risk of the portfolio.

Let yourself be guided in this complex world.

This internal collective or dedicated fund manager has the skills and information resources to handle these products in compliance with the management strategy established. You also benefit from privileged access to sophisticated instruments without having to know all of the subtleties.

However, before investing in this type of fund, we ensure that the client is made aware of the potential risks associated with alternative funds. Indeed, these funds do not offer the same degree of security, liquidity and transparency as conventional funds. Similarly, we ask the client to formulate his or her desire to use this type of financial instrument expressly.