Farmland has traditionally been the preserve of wealthy families. Recently more institutional investors started accessing farmland for unique diversification. The fundamentals of supply and demand are shifting and the number of retail investment opportunities in this sector has dramatically increased in recent years.
This one day training course has been developed specifically for professional intermediaries wanting to develop their knowledge and understanding of alternative investments. Participants will gain a deep insight into the role of alternative investments, how to access them and why they can be essential for clients.
This session looks at the outlook for gold in 2014, as well as looking back over its performance in 2013. Daniel Kiernan also gives his 5 key considerations that you should be sharing with your clients.
Forestry is one of the most established alternative investment sectors and has long been favoured by the wealthy as a tangible long-term store of wealth. This report looks at the forestry sector from a retail investor’s point of view. The report includes detailed analysis of recent trends and developments in the sector, whilst considering the pitfalls to be aware of when considering this asset class and the opportunities that are available.
Precious Metals have long been viewed as safe haven assets, providing balance to investment portfolios. Obviously gold is already established as a common retail investment, but silver is now in focus. With its many industrial uses, silver can outperform when economies return to growth as well as providing essential hedging in downturns.
In July 2013, the FCA issued proceedings against Capital Alternatives and 14 other parties alleging that two investment schemes, African Land and Reforestation Projects (known as Capital Carbon Credits), were operating illegally as collective investment schemes (CIS). Operating a CIS in the UK without authorisation is a criminal offence. Capital Alternatives argued that the schemes were direct purchases of property and therefore not collectives.
The Achilles heel of alternative investments has always been the lack of liquidity. Yes, they offer un-correlated returns, additional yield, higher returns and more excitement – but they often are risky and the lack of liquidity compounds that risk because it makes exiting the investment difficult. The benefits of liquidity are pretty obvious: you can buy and sell more easily, more frequently and more cheaply.
Real Assets
CPD Accredited
Paid Members Only
Risk of Ruin?
30 minutes
This session looks at three strategies for withdrawing income from invested assets, and proposes one possible way of resolving the question “how much income is sustainable?”.
Drawing on 5 years of experience in the alternative investment industry, this session outlines the role alternative investments can play in a portfolio and what kinds of clients might consider investing in alternatives.
Graeme Price, Head of Strategic Partnership at UBS expands on his core & satellite approach to investments, and how your IFA to client relationship is the most important thing.
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