Institutional strategies in alternative assets

In this episode of Alternative Realities, we delve into the evolving landscape of alternative investments and their growing role in institutional portfolios. As the world of alternative investing becomes more accessible, we’ll explore how institutions have historically leveraged these assets for diversification and enhanced returns. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Kathryn Pasqualone, Client Advisor within our North America Institutional business, to discuss key themes such as vintage year diversification, liquidity considerations, and the importance of strategic and tactical asset allocation. Timestamps: (00:00) Introduction (01:05) Evolution of the alternative investment space (02:20) Lessons learned from institutional investors (04:26) Strategic vs. tactical decisions in investing (05:53) Diversification within alternative investments (07:49) The denominator effect in fundraising (09:41) Mindset differences: public vs. alternative markets (12:21) Evergreen funds: Pros and cons (16:19) Institutional investors’ allocation trends for 2025 For more resources on Alternatives, visit our Guide to Alternatives: https://bit.ly/3Mz3KWX and Principles of Alternatives Investing: https://bit.ly/3B5PjHA Listen to the audio version of the Alternative Realities podcast: Apple Podcasts: https://bit.ly/3XgLJS3 Spotify: https://bit.ly/47giLGI Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts: https://bit.ly/3yWIyqV Spotify: https://bit.ly/4hvYPn4