Educational resources, investment glossary, and expert insights to help you navigate alternative investments with confidence.
Expert-led tutorials on alternative investments and portfolio management
Learn the basics of alternative investments and how they differ from traditional asset classes.
Understanding leveraged buyouts, growth equity, and how private equity firms create value.
How venture capital works, from seed stage to Series C and beyond.
Direct ownership, REITs, and fund structures for real estate investing.
Long/short, market neutral, event-driven, and global macro strategies explained.
How to build a well-diversified portfolio across asset classes and geographies.
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Essential terms and definitions for alternative investment professionals
Asset classes beyond traditional stocks, bonds, and cash, including private equity, hedge funds, real estate, commodities, and infrastructure.
The process of dividing investment capital among different asset classes to optimize the risk-return profile of a portfolio.
A legal right of an investment firm to demand a portion of committed capital from limited partners when investment opportunities arise.
A share of profits (typically 20%) that general partners receive from a fund's investments, usually after a hurdle rate is met.
The timeframe during which a private equity or venture capital fund can call capital from investors to make new investments.
Payments made to investors from a fund, typically from realized gains, dividends, or interest income.
Committed but uncalled capital available to private equity or venture capital funds for future investments.
Comprehensive investigation and analysis of an investment opportunity before committing capital.
Earnings Before Interest, Taxes, Depreciation, and Amortization - a measure of a company's operating performance.
An investment fund that invests in multiple other funds rather than directly in securities or assets.
The entity that manages a private investment fund and makes investment decisions on behalf of limited partners.
The minimum rate of return a fund must achieve before the general partner can receive carried interest.
A metric used to measure the profitability of an investment, accounting for the time value of money.
An investor in a private fund who provides capital but has limited liability and no management role.
The use of borrowed capital to increase the potential return of an investment.
The ease with which an asset can be converted to cash without significantly affecting its price.
An annual fee (typically 1-2%) paid to fund managers based on committed or invested capital.
A measure of returns calculated by dividing total value by total invested capital.
The total value of a fund's assets minus its liabilities, used to determine the value of investor shares.
A company in which a private equity or venture capital fund has made an investment.
A threshold return (typically 8%) that limited partners must receive before general partners can participate in profits.
Stock from certain small businesses that may qualify for favorable tax treatment under Section 1202.
A measure of risk-adjusted return, calculated by dividing excess return by standard deviation.
The year in which a fund makes its first investment, used to benchmark performance against peer funds.
The order in which distributions are made to different classes of investors and the general partner.
Guides, templates, and research reports for investors
Comprehensive overview of investment strategies for family offices.
Essential questions and documents for evaluating private fund investments.
Understanding tax treatment of different investment structures.
Quarterly analysis of private equity, venture capital, and real estate returns.