认识私募市场 | Altive 安投

什么是另类或私募市场投资?

私募市场是另类投资中最常见的一种。越来越多投资者开始关注另类投资,许多投资者认为其仅限于特定小范围的投资类别。另类投资涉及多样化投资方案,涵盖广泛资产及策略。

为何要参与另类投资?

另类投资解决方案可作为协助投资者捕捉增值潜力、减低波幅及分散风险的有效工具。

私募市场传统上只有机构投资者可以参与。安投降低了私募市场的入场门槛,将其产品带到零售领域,令专业投资者(PI)都可以参与投资。

传统 V.S. 另类投资

资产类别

流动性

市场相关性

波动性与回报

传统投资

主要使用现金、股票和债券

较高流动性

与市场相关性较高

波动率较高

另类投资

专注于非传统资产,较常见的为私募市场。通常专注于发掘市场低效带来的独家机遇进行投资。

取决于个别资产类别

与市场相关性较低

更高的潜在回报,波动率较低

传统投资

另类投资

资产类别

主要使用现金、股票和债券

专注于非传统资产,较常见的为私募市场。通常专注于发掘市场低效带来的独家机遇进行投资。

流动性

较高流动性

取决于个别资产类别

市场相关性

与市场相关性较高

与市场相关性较低

波动性与回报

波动率较高

更高的潜在回报,波动率较低

被散户投资者忽略的庞大私人市场

麦肯锡指出,自2000年开始,私募股权资产净值增速超过上市公司总市值超过八倍。通过于私人市场分散投资,投资者可以参与其中一个增长最快的资产类别。

*来源:麦肯锡公司的“2020 年全球私人市场评论”中所引用世界银行和 Preqin 的数据。

投资崛起的未上市独角兽,回报较公开市场高

具明确退出路径的崛起行业领袖是安投提供的投资选择之一。数据明确显视这些独角兽公司在上市前的增长被上市后更具爆发性。 *

*来源: Crunchbase,2021年10月

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