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July 29, 2021

Equi: Is That a Family Office in Your Pocket?

36 minutes

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.

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By Packy McCormick | Turpentine

4.9

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