Ivy Investments is an investment management company that provides individual investors access to institutional-level alternative investment products. With over $3 billion in assets under management, Ivy focuses on real estate, private equity, venture capital, and hedge funds. Ivy’s value proposition is that it allows non-accredited investors to invest in assets that were previously only available to institutional investors or ultra-high net worth individuals. By pooling money from individuals, Ivy can offer lower minimums, better pricing, portfolio diversification, and professional management compared to what investors could achieve on their own.
Ivy has a rigorous due diligence process for selecting investments
Ivy puts all potential investments through an intensive due diligence process before adding them to the platform. This includes evaluating the investment strategy, performance history, risk management practices, operations and compliance procedures, fees, and management team experience of each fund manager. By vetting investments upfront, Ivy aims to provide investors with access to best-in-class alternative investment funds that can enhance portfolio returns while minimizing downside risk.
Ivy offerings provide diversification and non-correlation
The alternative investment funds on Ivy’s platform can add diversification to an investor’s portfolio. The real estate, private equity, venture capital and hedge fund holdings often have low correlation to traditional stock and bond investments, meaning they can dampen volatility. Having a mix of alternative assets along with mainstream investments can potentially boost returns for a given level of risk.
Ivy has delivered steady returns to investors
While past performance does not guarantee future results, Ivy’s existing funds have generally delivered consistent, positive returns over time – even through volatile markets. For example, Ivy’s real estate offerings have produced average annual returns ranging from 7% to 12% over the last 5-10 years. This track record provides credibility that Ivy has an effective investment selection and monitoring process.
Ivy provides an easy online investing platform
For individuals looking to add alternatives to their portfolio, Ivy offers a streamlined online investing platform to view offerings, complete paperwork digitally, and fund an account. This can provide meaningful efficiency over attempting to directly invest in private funds which often have time-consuming paperwork and large minimum investment sizes. Ivy’s technology and business model aims to democratize access to institutional caliber alternative investments.
In summary, Ivy Investments provides individual investors access to institutional-grade alternative investment products like real estate, private equity, venture capital and hedge funds. By conducting stringent due diligence and pooling money from individuals, Ivy can offer optimized pricing, diversification, and convenient online account access that would be difficult for investors to replicate on their own.