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Partnership Aims to Bring Institutional-Quality Alts to Individual Investors

Partnership Aims to Bring Institutional-Quality Alts to Individual Investors. Alternative investments, Yieldstreet, Wilshire, partnership, diversification

Private market investing platform Yieldstreet and global adviser Wilshire Advisors LLC announced their partnership to “revolutionize investor access to institutional-quality alternative investments,” according to the companies.

With Yieldstreet’s technology and private markets experience and Wilshire’s data, analytics and due diligence, the partnership is intended to deliver a holistic solution for investors seeking diversified, passive exposure to private markets.

The collaboration is launching with an initial suite of model portfolios designed to help Yieldstreet members construct balanced, diversified alternative asset portfolios. Designed in partnership with Wilshire’s senior investment team, these portfolios leverage the same framework Wilshire uses to manage the asset allocations of large pension funds and endowments. Through Yieldstreet’s platform, investors will also have access to institutional-grade portfolio construction tools and the latest market research.

In 2023, Wilshire’s global alternative investments team sourced more than 3,600 investment opportunities, ultimately deploying $1.8 billion across 67 investments on behalf of discretionary and advisory clients, globally.

“Every investment portfolio is going to have alternatives as a core component, and Yieldstreet is the driving force behind this shift,” said Michael Weisz, founder and chief executive officer of Yieldstreet. “We’re not just talking about making alternatives accessible; we’re actually doing it. With the launch of our groundbreaking model portfolios backed by Wilshire’s deep experience, we’re giving investors the keys to the same sophisticated strategies that institutions have used to drive returns for decades – making it easier than ever to seamlessly build and manage diversified private markets portfolios.”

“Private markets are the new frontier for qualified investors, and Wilshire is at the forefront of democratizing access to these investments and the returns, lower volatility, and increased portfolio diversification that come with them,” said Jason Schwarz, deputy chief executive officer and president of Wilshire.

Together, the companies hope to provide investors with the tools, resources, and knowledge necessary to incorporate alternatives for better portfolio diversification.

With more than 500,000 members, Yieldstreet is a private market investing platform, helping investors diversify their portfolios with alternative assets spanning real estate, private credit, legal finance, and art.

Wilshire is a global financial services firm and partner to a diverse range of approximately 500 institutional investors and financial intermediaries. Wilshire advises on over $1.2 trillion in assets and manages $86 billion in assets, as of Sept. 30, 2023.

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