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WHY CONSIDER ALTERNATIVE INVESTMENTS?
Alternative investments can support a variety of portfolio strategies. InspereX provides access to professionally managed Business Development Companies (BDCs) and Interval Funds designed to deliver income generation, private market access, portfolio diversification, and long-term investment objectives.
Differentiated assets and investment approaches that may help manage risk through lower correlation and/or lower volatility
Income-oriented investments that may provide additional sources of cash flow beyond traditional fixed income
Professionally managed private market opportunities not readily available through traditional public markets
TYPES OF ALTERNATIVE INVESTMENT OFFERINGS
INTERVAL FUNDS
DIVERSIFIED PRIVATE MARKETS ACCESS WITH PERIODIC LIQUIDITY
Interval Funds provide professionally managed access to private markets while offering periodic liquidity. They help advisors incorporate private investments into client portfolios without many of the constraints of traditional private market vehicles.
BUSINESS DEVELOPMENT COMPANIES
INCOME-FOCUSED PRIVATE MARKETS EXPOSURE
Business Development Companies (BDCs) provide access to private credit by investing primarily in privately held middle-market businesses. Many BDCs seek to generate consistent income while expanding portfolio diversification beyond traditional fixed income investments.
Connect with our specialists to learn how BDCs and Interval Funds can help clients pursue income generation, portfolio diversification, and private market exposure.