Investment firm Elkstone has launched its new investment management service (IMS) targeted at new and less experienced retail investors.
As part of the new service, Elkstone identifies gaps in clients’ portfolios and builds and manages custom alternative investment strategies to fill them, and it is intended as safe and accessible entry point for novice investors.
The IMS is designed to allow investors to delegate the day-to-day management of their investments to professionals and improve portfolio diversification through alternative asset classes such as private equity, private credit, real assets and uncorrelated strategies.
Elkston said that most Irish portfolios remain over-concentrated with traditional assets, with allocations of alternative assets expected to grow at an annual rate of 12% globally.
The service will be provided through separately managed accounts and is customised based on analysis by Elkstone.
Key features of the IMS include:
- professional portfolio management;
- access to diverse investment opportunities;
- comprehensive performance reporting and analytics;
- regular …