Alternative Investments (PMS & AIF)
Selective exposure to specialised strategies — when appropriate.
Alternative investments such as Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) can offer access to differentiated strategies, concentrated portfolios, and themes not typically available in standard mutual fund structures. These solutions are not meant for every investor — but when used thoughtfully and at the right stage, they can complement a well-designed portfolio.
Our role is to assess suitability calmly, independent of market narratives or product urgency.
Why Alternatives Exist
Traditional investment vehicles serve most long-term needs — yet certain opportunities require specialised structures and expertise. PMS and AIFs can provide:
- Access to concentrated equity portfolios
- Exposure to private or emerging market opportunities
- Strategies that behave differently from broad indices
- Thematic, factor-based, or alternative return patterns
- Professional discretion within defined mandates
Used selectively, they can add diversification not just across assets — but across investment approaches and behaviours.
When They Make Sense
Alternatives are considered only when:
- Core financial planning is already in place
- Long-term allocation, risk protection, and liquidity needs are accounted for
- The investor has the temperament and time horizon required
- The strategy adds something meaningfully different to the portfolio
They are not substitutes for discipline — they are extensions of it.
Our Evaluation Approach
Before recommending any PMS or AIF, we evaluate:
- Investment philosophy and evidence of repeatability
- Risk management and downside protection discipline
- Portfolio concentration, turnover, and transparency
- Fee structure and alignment of incentives
- Fit within the broader portfolio — not in isolation
The objective is not to chase higher returns — but to identify strategies that complement existing allocation with purpose and clarity.
When used thoughtfully, alternative investments can provide depth and diversity to an already strong portfolio — not as a starting point, but as a considered evolution.