Traditionally, investing in alternatives requires leveraging your network to discover opportunities, completing the same forms with every new investment, attempting to manage cash flows with zero visibility, sifting through PDFs and emails to track performance, and managing a portfolio in a spreadsheet.
Large institutional investors can quickly deal with these challenges due to their significant pools of capital and the ability to attract and afford the talent required to source opportunities, construct well-diversified private portfolios, and develop technology solutions that consolidate investment performance.
At Gridline, we have developed an innovative platform that overcomes the legacy challenges of investing in alternatives by digitizing the entire investment process, namely the highly antiquated discovery, subscription, reporting, and administration processes.
The power of the Gridline platform is that it levels the playing field between individual and institutional investors by providing the resources required to build a high-performing portfolio of alternatives.
We simplify the process – create unified investment profiles that enable you to invest through different entities, across products and asset classes, with just a few clicks. Leave the hard stuff to us, like manager due diligence, portfolio reporting and monitoring, taxes, and treasury management.
-Logan Henderson, Founder and CEO
Worth a Read
The Disappearing Small-Cap Stock: New Potential in Private Markets
If you’re looking for large-cap potential, the private markets are where you’ll increasingly find it. Read more.
HNWI Investing: Challenges and Remedies
Asset managers address perceived complexity and transparency in private market investing. Read more.
A Final Thought
CalPERS, the largest defined-benefit public pension in the U.S., just announced a preliminary net investment return of negative 6.1% for the 2021-2022 fiscal year ending June 30. Unsurprisingly, depressed financial markets, geopolitical instability, interest rate hikes, and inflation have all impacted their returns.
However, a bright spot in the report is that while public equities delivered a negative 13% Net IRR, private equity returned a 21.3% Net IRR.
What’s their plan to help deliver strong returns? “Implement our new strategic asset allocation and increase our exposure to private market assets.”
While every investor has unique circumstances, CalPERS takes a long-term view to ensure positive outcomes for the more than 2 million benefit recipients and members.
Let us know what you think – please don’t hesitate to reach out.
-The Team at Gridline