Alternative investments boot camp recap

Pete Ugo, Brian T. Zygmunt, Jennifer R. Burke, Amy Bellanca
Alternative investments boot camp recap

Discover four takeaways that organizations should consider to bring their investment strategy to the next level.

Crowe recently hosted a two-part webinar series addressing the intricate world of alternative investments from both accounting and tax perspectives. The webinar series covered a wide range of important topics related to these investment portfolios.

Explore the webinar recordings below and read on for four takeaways organizations should consider to bring their investment strategy to the next level.

Diversify the portfolio to balance risk management

Many organizations have learned the importance of diversifying their investment portfolios with alternative assets. Diversification can help spread risk and potentially enhance returns. However, organizations also should understand that alternative investments come with their own unique risks, and it’s crucial to manage and mitigate these risks effectively.

Incorporate professional guidance and due diligence upfront

It is important that organizations obtain professional guidance and perform due diligence before and throughout the investment cycle. Organizations should thoroughly research and understand the specific characteristics of the investments they are considering and any regulatory, accounting, or tax compliance requirements. Due diligence is key to making informed and prudent investment decisions.

Break down organizational silos

The impact of investing in alternative investments crosses multiple departments, and it is important to break down any organizational silos to optimize results and minimize risks. Integrating risk management and compliance teams into the process from the beginning allows alternative investments to be managed within regulatory and risk tolerance boundaries.

Leverage technology to help streamline processes and mitigate risks

Pairing technology and professional guidance helps organizations make informed decisions by identifying potential risks via advanced analytics and data that allow organizations to collect, analyze, and interpret information in real time.

Find value in volatility with help from our experienced team. We can help your organization mitigate risks and uncover new opportunities to take your alternative investment strategy and compliance to the next level. Get in touch to learn more about how we can work with you.

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Jenny Burke
Jennifer R. Burke
Partner, Tax
Pete Ugo
Pete Ugo
Partner, Higher Education/Not-For-Profit Services Leader
Brian T. Zygmunt
Amy Bellanca
Amy Bellanca
Senior Manager, Tax