Education
4 min watch
David Barnard, former Head of Private Wealth at AllianceBernstein, gives his view on the biggest challenges for advisors in private markets investing.
Advisors are just now starting to adopt private markets investments, whereas institutional investors have long had allocations in part due to their advantages in size.
Technology can help solve some of the biggest problems for advisors: access, analysis and administration.
Access, particularly to top funds, has historically been limited for advisors. Analysis of managers and portfolio impacts and administration of the investment process is time consuming.
*Lonsdale Investment Management, LLC (the “Firm”, “we” or “us”) is an SEC-registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. SEC registration does not mean the SEC has approved of the services of the investment adviser.
Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by the Firm or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry.
*The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be reliable, such information has not been verified by a third party or independently verified by the Firm or any other person. Neither the Firm, or any of its affiliates, employees or agents assume any responsibility or make any representation or warranty as to accuracy or completeness of such information. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person.
*An investment in any alternative investment is highly speculative and involves significant risks, including lack of transparency and control. The environment for real estate investments and private fund investments is increasingly volatile and competitive. Investors should only invest therein if they can withstand a total loss of their investment. Past performance is not indicative of future results. No assurance can be given that the performance of unrealized investments has not significantly changed from the date the performance reflected herein was determined.