Aside from due diligence question highlights, the guide includes media such as five-minute educational videos, an investor infographic, downside protection charts, and continuing education advisor presentations.
Readers can get better acquainted with key regulatory differences between fund structures. Advisors can also get practical guidance with questions to ask their head office when weighing allocations to hedge funds, private credit funds, alternative mutual funds, and alternative ETFs. The guide also features a directory of AIMA members organized by strategy and fund structure.
Beyond that, readers can also learn about asset-allocation trends, including alternative investment leadership and engagement by notable institutional investors in Canada.
“Performance through the pandemic has proven that alternatives are resilient and essential to safeguard against the volatility in the market and the low-rate environment,” said Belle Kaura, VP Legal & CCO at Third Eye Capital, who is also chair of AIMA Canada’s board of directors and a member of the Executive Committee, 2018-2022.
“The proportion of alternatives will increase as advisors gain more access to these and there is greater familiarity with strategies and how to assess products to meet risk tolerance, liquidity needs and return targets,” Kaura said. “Strategies across a continuum of risk return profiles should dispel the notion that all alternatives are high risk, allowing advisors to allocate to better protect and create investor wealth.
