The Convergence of Alternatives with Traditional Allocations and Why It Matters

Whether investors want to believe it or not, alternatives are a mature asset class. Even in private equity—where there is still a healthy rate of new adopters—we are seeing a state of overcapitalization and reversion to a mean of relative performance. We have recognized this at SEI and maintain that exposures to alternatives should not be considered separately or on a stand-alone basis. To simply consume a “reported performance” outcome of an alternatives allocation leaves investors open to sub-optimization across total allocations. Tune in to learn more about the state of this asset class and the unique tools innovative investors are using to marry alternative allocations to traditional allocations.

Led by Michael DiMartile, Alternative Asset Management at SEI and Jim Smigiel, Chief Investment Officer at SEI, moderated by Daniel Strachman

Jim Smigiel, Chief Investment Officer at SEI

Michael DiMartile, Alternative Asset Management at SEI

Daniel Strachman, co-founder and managing director, IMDDA