We typically encourage clients to consider the full opportunity set of investments, including alternative asset classes. Rocaton offers broad market coverage of alternative asset classes, including hedge funds, private equity, real assets and real estate, as well as a range of investment strategies that do not fit neatly into these categories. Depending on client-specific situations, we consider allocations to both direct and fund-of–funds investment strategies.
The exact manner and extent that alternative asset classes are utilized is a function of numerous client-specific factors, including liquidity needs, specific investment objectives, governance structure and risk tolerance. We work closely with clients to establish objectives, provide education, structure portfolios, integrate alternatives into traditional portfolios, identify and analyze risk, select managers and monitor programs and managers.