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Diversification is key to a stable and growing investment portfolio.

Assetly’s goal is to provide a serious network of diversified public and private asset classes.

INTRODUCTION

Why alternative investments matter

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In today’s dynamic market, traditional investments like highly liquid publicly traded instruments can be subject to significant volatility.

Alternative investments offer a powerful way to diversify your portfolio, reduce risk, and enhance long-term returns. As a result of this dynamic, Assetly aims to provide investors access to a carefully curated, actively managed portfolio of both public and private alternative assets with view to creating portfolio stability and growth, regardless of market conditions.

The Power of Diversification
The Power of Diversification

Assetly’s platform enhances portfolio resilience by integrating alternative investments, reducing single-market risks, and unlocking opportunities beyond traditional assets

Uncorrelated Asset Classes
Uncorrelated Asset Classes

The right alternative asset classes have low traditional market correlation, helping investors maintain stability and enhance their ability to compound wealth even during market downturns

Hedging Against Volatility
Hedging Against Volatility

Assetly’s overlay hedging strategy mitigates downside risks while preserving upside potential, ensuring smoother performance and confidence through market fluctuations

Actively Managed Portfolios
Actively Managed Portfolios

Assetly’s expert investment team can actively manage your portfolio using proactive strategies to optimise performance and minimise risk, ensuring you stay ahead of market trends

STRATEGY

Modern portfolio theory

Nobel Prize-winning economist Harry Markowitz, the architect of Modern Portfolio Theory, demonstrated that integrating alternative assets with limited correlation to traditional markets can significantly enhance portfolio performance while mitigating risk.

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MANAGED FUNDS

Access to private equity and alternative managed funds

Assetly’s in-house team of experienced fund managers led by David Toohey plan to vigorously vet a selection of top-performing funds across multiple asset classes and sectors for inclusion on Assetly’s managed fund marketplace.

Once approved, these funds will be made available to investors providing them with exclusive access to high-quality retail and wholesale investment opportunities tailored to diverse financial goals and risk profiles.

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