Private assets have long been a core component of investment portfolios for pension funds, charitable endowments, and ultra-high net worth families.  Attractive long-term returns and non-correlation to traditional assets such as publicly traded stocks and bonds make them an excellent complement to the traditional “60/40” asset mix.  In the current landscape few wealth advisors and Canadian families have access to these assets.

Learn the basics of what private assets are, why they are sought after by institutional investors, and how CALU advisors have successfully incorporated them into their clients’ portfolios.