Institute for Portfolio Alternatives Information

As the Portfolio Diversifying Investments (PDI) industry evolves, the Institute for Portfolio Alternatives (IPA) is providing national leadership by bringing together the investment managers, broker-dealers, investment advisers and industry service professionals – new and established – who are dedicated to driving transparency and innovation in the marketplace. Through advocacy and industry-leading education, we are committed to ensuring all investors have access to real assets and the opportunity to effectively balance their investment portfolios. The IPA seeks to raise awareness of PDI products among stakeholders and market participants, including: investment advisers, public policymakers and the investing public. We support increased access to investment strategies with low correlation to the equity markets: lifecycle real estate investment trusts (Lifecycle REITs), net asset value REITs (NAV REITs), business development companies (BDCs), interval funds and direct participation programs. Since 1985, the IPA has championed portfolio diversification on behalf of retail investors. We stand committed to a dynamic future, where PDI products play an important role in securing the retirement income needs of everyday Americans.