Focus Investment Advisors and Marcelo Castro Alves Talk about Portfolio Construction

December 14 02:55 2018

Miami, FLA – Focus Investment Advisors and Marcelo Castro Alves speak proudly about the new frameworks for portfolio construction.

“Alternative investments should be a familiar tool in every advisor’s tool box”, noted Marcelo Castro Alves. “Advisors that embrace nontraditional asset classes, educate their client base, and offer access to proven investment managers have an edge in attracting future generations. Knowledge of alternatives and relationships with successful managers can be a critical source of differentiation in an increasingly competitive industry.”

New frameworks for portfolio construction—which focus on risk-allocation rather than asset allocation—place greater emphasis on the use of alternative assets to diversify away from increasingly correlated risk centers.

Focus and Castro Alves inform that both Harvard and Yale endowments now have over 60% allocated to alternative investments. When asked how they were able to consistently outperform their peers, their answer mentioned the sizable allocation to alternatives and access to top performing managers in the space.

Global firm KKR recently conducted a survey of over 50 ultra high net worth and high net worth investors. The survey concluded that alternative allocations averaged between 22% and 45% in those types of investor portfolios, noted Marcelo Castro Alves from Focus.

“Investor surveys demonstrate the considerable appetite for alternative assets within the investor community at present, with many looking to ramp up their participation within these markets…those with exposure are now expanding the universe of investment products.” added Marcelo Castro Alves.

“Illiquidity does not equate to market risk.  In many cases, private investments can offer investors returns that an efficiently priced public security is unlikely to achieve.

“Today’s investment environment is rewarding advisors and investors who think outside the box when it comes to portfolio construction and return generation. Unlisted, private investment opportunities with attractive risk and return profiles are becoming more available to smaller investors”, says Marcelo Castro Alves.

About Marcelo Castro Alves and Focus:

Focus is a registered investment adviser, specializing in investment advisory for Non-US investors.

For more information visit or contact Marcelo Castro Alves, CEFA.

Media Contact
Company Name: Focus Investment
Contact Person: Marcelo Castro Alves
Email: Send Email
Phone: +1 (305) 494-6551
Country: United States