Alternatives & Strategic Asset Allocation Creating a robust framework for private investors

Deutsche Bank

Research

24 Pages

Deutsche Bank explains how alternative investments can be integrated into a strategic asset allocation for private investors. The paper details the evolution of private markets, clarifies what counts as an alternative asset, and emphasizes risk factor diversification over headline outperformance. It also presents a robustness focused framework that balances liquidity, time horizon, and realistic return expectations.

Date published: May 2025

Key Takeaways

Alternatives as diversifiers: Positions alternatives as tools to broaden risk factors and reduce reliance on traditional stocks and bonds.
Private markets role: Highlights private equity, private credit, real estate, infrastructure, and hedge funds as core building blocks.
Robust SAA framework: Describes a robustness focused process that weighs illiquidity, valuation, and scenario analysis for private clients.
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