An investment that is not one of the three traditional asset types (stocks, bonds and cash). Most alternative investment assets are held by institutional investors or accredited, high-net-worth individuals because of their complex nature, limited regulations and relative lack of liquidity.
Our use of alternative investments comes from the belief that they allow us to diversify beyond traditional asset classes. This diversification provides us with a different return profile than the typical stock and bond markets that are reported on by the media. Absolute return strategies have the flexibility and the goal of making money in all markets environments. Real Asset investments give us ownership of toll roads, ports, airports, power generation plants, commercial real estate, real return bonds, commodities and other investments that have a different risk and return profile than stocks and bonds.
For our Alternative Investments we are proud to be associated with investment managers like John Wilson of Sprott Asset Management.
Watch this video to learn more about John's approach and what makes him different.
We feel this diversification should be a part of all portfolios and we share this philosophy with some of the largest
pools of investment capital in the world.
Allocations based on the following :
Canada Pension Plan (CPP) 2013 Annual Report (AR)
Ontario Teachers’ Pension Plan (OTPP) 2012 Annual Report
Caisse in Quebec 2012 Annual Report
Alberta Heritage Fund 2012-2013 AR
Ontario Municipal Employees Retirement System (OMERS) 2012 AR.
Harvard based on 2013 policy allocation and Yale based on fiscal year 2014 policy allocation.
For OTPP, fixed income allocation is inclusive of negative money market position. Numbers may not sum to 100% due to rounding.
Allocations are subject to change