Equi: Is That a Family Office in Your Pocket?
<p><a href="https://www.equi.com/">Equi</a> is building one of the most impressive investment tech products I've ever seen.&nbsp;</p> <p><br> The problem: Institutions &amp; family offices have 50% in alternatives. Individuals have &lt;6%. And portfolios that includes non-correlated alternative assets tend to outperform the traditional 60/40 portfolio dramatically.</p> <p>The solution: Equi behaves like an alternative Fund of Funds in your pocket, providing non-UHNW investors access to a portfolio that would normally take at least $90M to construct.&nbsp;</p> <p>We cover:&nbsp;</p> <ul> <li><strong>Re-Building a Modern Portfolio: Why 60/40 Doesn't Work Anymore</strong></li> <li><strong>Meet Equi: The Family Office In Your Pocket</strong></li> <li><strong>How Equi Invests: Pushing Out the Efficient Frontier by Backing Great Managers</strong></li> <li><strong>Democratizing Access to the Private Markets: Combining tech, legal, and human creativity to deliver great investing at scale</strong></li> </ul> <p>You can <a href="https://www.notboring.co/p/is-that-a-family-office-in-your-pocket">read the full post at Not Boring</a>.</p> --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
"Age of Miracles" · Packy McCormick | Turpentine
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Show Notes
Equi is building one of the most impressive investment tech products I've ever seen.
The problem: Institutions & family offices have 50% in alternatives. Individuals have <6%. And portfolios that includes non-correlated alternative assets tend to outperform the traditional 60/40 portfolio dramatically.
The solution: Equi behaves like an alternative Fund of Funds in your pocket, providing non-UHNW investors access to a portfolio that would normally take at least $90M to construct.
We cover:
- Re-Building a Modern Portfolio: Why 60/40 Doesn't Work Anymore
- Meet Equi: The Family Office In Your Pocket
- How Equi Invests: Pushing Out the Efficient Frontier by Backing Great Managers
- Democratizing Access to the Private Markets: Combining tech, legal, and human creativity to deliver great investing at scale
You can read the full post at Not Boring.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message