Integrated offers access to alternatives

Investment portfolio administrator, Integrated Portfolio Solutions, has expanded its offering to allow investment advisers and private client businesses to access reporting on alternative investments through its new Private Markets service.

The platform has partnered with product manufacturers and investment experts that have access to a range of alternative assets such as private equity, venture capital, hedge funds and infrastructure, which is integrated into Integrated’s portfolio administration and reporting service.

“[It] provides a single total portfolio view and has all the benefits of a platform without the restrictions,” Integrated’s Head of Private Markets, Jeremy Ellis, said.

“By enabling the sourcing and reporting of alternative investments in combination with the reporting and administration of more traditional assets, we entirely remove the burden created by having more client assets being held off-platform and the administration involved with alternative investments.

“We replace the headache of managing back-office portfolio administration with the pleasure of knowing that wherever you choose to invest your client’s portfolios we have got you covered.”

This comes after historically low interest rates and concerns about rising inflation have spurred advisers and their clients to search for alternative avenues towards growth and yield.

“We are seeing increasing proportions of alternative assets in high-net-worth investor (HNWI) portfolios across the board,” Ellis said.

“In contrast to traditional investments, alternative assets are less dependent on market trends.

“Our Private Markets offering is a recognition that directly held assets will only continue to grow.”

Ellis also said that of the $10 billion administered by Integrated Portfolio Solutions, close to $3 billion is already invested in alternative assets – a figure he expects to grow significantly.