Alternative Investments
Expand your portfolio’s potential
Adding alternative investments to your overall strategy may help fine-tune your portfolio strategy by potentially limiting volatility, protecting against specific market risks and enhancing overall returns. Typically, their performance patterns aren’t linked to traditional asset classes so they can be a great way to diversify.
Why BOK Financial?
- Dedicated and experienced alternative investments team.
- Clients are direct partners in the funds (no feeder funds).
- Direct access to sourcing team.
- Full administrative support.
- Offers funds of all sizes, both from boutique managers and larger firms.
- Institutional quality portfolios at lower minimums.
- Fee transparency.
- Aligned with our clients – we avoid conflicts of interest and do not take fees from investment managers.
Alternative asset classes
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Hedge funds
Funds comprised of liquid assets that use complex trading and portfolio construction techniques to generate returns with low exposure to market risk.
- Equity hedged
- Event driven
- Macro
- Relative value
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Private equity
Funds comprised of equity and debt interests in privately-held businesses.
- Venture capital
- Growth equity
- Leveraged buyouts
- Distressed
- Secondaries
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Real assets
Funds comprised of ownership interests in tangible assets.
- Oil and gas
- Infrastructure
- Real estate
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Interval funds
Semi-liquid structures that encompass various private assets.
- Real assets
- Private equity
- Credit
Why invest in alternatives?
Alternative investments provide exposure to investment types and styles that are inaccessible in public markets and can enhance portfolio risk/reward.
Reduce portfolio risk
- Diversification: Expanding a portfolio’s breadth may reduce overall risk.
- Hedge funds seek to generate returns with less exposure to market/macro risks than public stocks.
- Some private equity funds can capitalize on broader market stress through distressed purchases, acquiring secondary interests at discounts, etc.
- Real assets can protect portfolios from inflation and provide current income.
Enhance return
- Investors in alternatives benefit from a return-enhancing illiquidity premium since private assets typically transact at discounts to publicly traded assets (higher earnings yield associated with private assets).
- Some high-returning asset types, like early-stage venture startups, are inaccessible in public markets.
- Private fund managers have unique value creation levers, such as the ability to positively influence portfolio company operations and readily accessible incremental equity capital for acquisitions/growth.
Let our strength give you peace of mind
Building wealth is challenging; managing wealth is complex. You need a partner who understands what it takes to protect and grow those assets. You'll receive a high degree of personal attention—the hallmark of Bank of Oklahoma—delivered with the discipline and experience to help you take action.
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We’re part of BOK Financial Corporation, one of the top 30 largest U.S.-based bank holding companies with more than $47.1 billion in assets, and with more than $100 billion in assets under administration entrusted to the care of our Wealth Management division. Meaning we're large enough to give you confidence but just the right size to serve your needs.
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We’ve been around for more than a century. And, since we began back in 1910, we’ve been in the business of building enduring relationships with our clients and our communities.
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Our dedicated team of experts—with more than 75 years of combined experience investing in alternatives—will take the time to really understand you and your goals.
Specialists dedicated to alternative investment research
- Nine-person team dedicated to processing private fund subscriptions, calls and distributions.
- Eight-member alternative investment sub-committee comprised of seasoned investment professionals with broad experience.
- Firmwide personnel and resources that provide macroeconomic insights (including energy-related).
