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BFI Group Blog

Stay informed about the latest news at BFI and in the world of wealth management

  • Marc D. Seidel

Introducing AltAlpha - Alternative Strategies for a New Era of Investing

Dear Clients and Partners,


After having launched our first solution, AltAlpha Digital, a year ago, we are now adding two further alternative theme strategies to our professional investor offering: AltAlpha Integrity Gold and AltAlpha All-Weather.


All of this is happening under AltAlpha Strategies, BFI Consulting's new service for professional and institutional investors. The service is our effort to provide innovative and effective alternative investment strategies and advisory services that are suited to the challenges and the opportunities of a rapidly changing big picture – a new era of investing.


On November 23rd, the BFI and AltAlpha teams will introduce this new service at a 8 o’clock Breakfast Meeting at the Park Hyatt in Zurich. Registrations are still open and possible under the following link:

Next to introducing the three aforementioned strategies, we will also discuss the overall market challenges (and opportunities!) and have a group Q&A session.

 

Event Details

  • Venue: Park Hyatt Zürich, Beethovenstrasse 21, 8002 Zürich

  • Date: November 23rd 2022

  • Time: 8:00 to 09:30

  • Agenda:

  • Welcome by Frank R. Suess

  • Strategy Presentations by the AltAlpha Team

  • Group Q&A, moderated by Kathrin Wolff Schmandt

  • Wrap-Up ca. 09:30

 

Global Macro Backdrop

We are starting to witness the aftermath of a long period of monetary and fiscal expansion, and all the imbalances, moral hazards, and the ultimate turbulences that come with it.

Economically, we are confronted with a new reality of rising inflation and rising interest rates. At the same time, we are witnessing rapid change across a multitude of other dimensions, including geo-politics, societal values, demographics, energy, and technology.

These changes are leading us into a new era that will impact the manner in which we need to invest. The time-tested formulas of asset allocation, which we have become accustomed to over the past 40 years, will not work the same over the next decade. We need to test our assumptions and adjust our approach.

 

Three New Era Allocations

AltAlpha Integrity Gold – Bankable, transparent, and highly cost-efficient holding of physically allocated, recycled gold; protection against potential economic and financial crisis scenarios.

Underlying: Physical, recycled gold bars (100g, 500g, 1kg), redeemable in-kind.

AltAlpha All-Weather – Buy-and-hold "all-seasons" investment with moderate returns at low volatility; with the effect of steady compounding.

Underlying: Diversified, actively managed portfolio of hedge funds.

AltAlpha Digital – Buy-and-hold, risk-enhanced investment in the young and dynamic sphere of crypto and digital assets.

Underlying: Diversified, actively managed portfolio of crypto / DLT funds.

 

Please do not hesitate to contact us with any questions you might have. We look forward to seeing you at the Park Hyatt Zürich. Sincerely, Marc D. Seidel, and your AltAlpha Team