Alternative investments are assets outside traditional public equity and fixed income markets, including private equity, private credit, real estate, infrastructure, hedge funds, and commodities. Investors add alternatives to diversify their portfolio, seek potential sources of higher returns, generate income, or mitigate inflation across market cycles.
As one of the largest alternatives allocators, we have deep experience helping clients navigate the vast world of alternatives. With unique insights, access and scale, our global team can help craft a strategy shaped around an investor’s dynamic goals.
Global Head of Alternative Investments
Global Head of Alternative Investments, Strategy & Business Development
Head of J.P. Morgan Global Alternative Investment Solutions
Head of Alternative Investments, Asia
Executive Director, Head of Institutional Access Funds for J.P.Morgan Private Bank
Global Head of Morgan Private Ventures
Head of Alternative Investment Strategy & Market Intelligence
Explore how investors are navigating alternative allocations amid today's evolving market landscape.
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments involve greater risks than traditional investments and should not be deemed a complete investment program. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain. The value of the investment may fall as well as rise and investors may get back less than they invested.
Private credit securities may be illiquid, present significant risks, and may be sold or redeemed at more or less than the original amount invested. There may be a heightened risk that private credit issuers and counterparties will not make payments on securities, repurchase agreements or other investments. Such defaults could result in losses to the strategy. In addition, the credit quality of securities held by the strategy may be lowered if an issuer’s financial condition changes. Lower credit quality may lead to greater volatility in the price of a security and in shares of the strategy. Lower credit quality also may affect liquidity and make it difficult for the strategy to sell the security. Private credit securities may be rated in the lowest investment grade category or not rated. Such securities are considered to have speculative characteristics similar to high yield securities, and issuers of such securities are more vulnerable to changes in economic conditions than issuers of higher-grade securities.
Real estate, hedge funds, and other private investments may not be suitable for all individual investors, may present significant risks, and may be sold or redeemed at more or less than the original amount invested. Private investments are offered only by offering memoranda, which more fully describe the possible risks. There are no assurances that the stated investment objectives of any investment product will be met.
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