The IPA Rebrands as the Institute for Portfolio Alternatives

The Investment Program Association, a trade organization representing the non-traded alternative investment industry (which the association refers to as the “portfolio diversifying investments industry”), has changed its name to the Institute for Portfolio Alternatives.

The IPA’s mission is to raise awareness of these investment products among stakeholders and market participants, including investment advisers, public policymakers and the investing public.

“The Institute for Portfolio Alternatives stands committed to a dynamic future, where portfolio diversifying investments play an important role in the retirement income needs of everyday investors,” said Tony Chereso, president and CEO of the IPA. “Our new name is symbolic of our industry’s continued evolution and the Institute’s unwavering commitment to bringing all stakeholders together to build relationships rooted in education and advocacy to propel the industry forward.”

Chereso added, “The IPA’s 180+ member firms and 1,500+ individual members are committed to supporting individual investor access to a variety of asset classes with low correlation to the traded markets, and this mission will only become more important – especially as investors and their financial advisors take on responsibility for building investment portfolios that generate retirement income.”

The IPA supports individual investor access to investment strategies with low correlation to the traded markets and historically available only to institutional investors, including non-traded real estate investment trusts (which the IPA calls “lifecycle REITs”), perpetual life REITs, non-traded (“lifecycle”) business development companies, interval and closed-end funds, energy and equipment leasing programs and real estate private equity offerings.

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