Alternative Investments

To serve the more extensive financial needs of higher-net-worth investors, the Raymond James Alternative Investments Group (AIG) researches and selects high-quality, non-traditional investment products to serve their extensive financial needs including such areas as:

• Exchange funds,
• Private equity,
• Venture capital,
• Hedge funds,
• Managed futures,
• Equipment leasing,
• Real estate and
• Sector-specific opportunities.

AIG consists of a team of professionals that offers analytical, marketing and sales support. This group was created to provide a broader array of high-quality investment choices for you and your clients in varied market conditions, as well as extensive due diligence to assist with navigating this sometimes volatile portfolio sector.^*

Using a combination of quantitative and qualitative analysis in researching and selecting managers, the Alternative Investments Group evaluates characteristics such as:

• Manager background and experience
• Manager tenure in the specific investment style
• Manager historical performance and volatility
• Historical correlation of manager performance to traditional benchmarks
• Manager performance during various markets environments
• Risk management policies and techniques
• Manager policies toward the use of leverage and other speculative strategies

^*Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum-net-worth tests.

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