Alternative Investments with sustainable values
Alternative investments – In countries with investment grade (CHF, USD, EUR)
Current Topic Overview
Real Estate – Food Tech
- Off Market Real Estate, Sell or buy of income properties Ø 3.5% p.a. Prefabricated residence constructions, for retired people, 5-10% p.a.
- Vertical Farming with indoor halls, less CO2, with 24/7/365-growth.
Green Energy – Clean Tech
- 2nd. Gen. Biofuel Operational, high demand, scaling, up to 7% p.a. WasteToEnergy-Refineries in various countries, up to 90% less CO2.
- Off Market Solar-, Wind-Parks, Sell or buy, no storages Ø 3.5% p.a.
Further Alternatives – Legal Tech
- Battery storage & commodity, Fine Wine, White cement (less CO2)
- Legal Finance with insurance combined, pay-outs p.q., 5-10% p.a.
Investor in the asset class Legal Finance is the Harvard University
- Real Sustainable Investments can be seen different from traditional financial markets: No expensive trading – No wasteful volatility and mispricing – No useless green washing
Alternative investments with more interest
Last refuge for income
What are alternative investments? (Video, Steve B, CFA, Adjunct Professor, University of Waterloo, Canada)
Example: Legal Finance Asset Class – At us with insurance and in Swiss Francs (CHF)
Track Record 2020-2025 © Graphic table Copyright SwissFinanceSteuber 2025 (To enlarge you can click with your mouse on the graph)
The pension funds in Switzerland do gain by far not anymore their target returns. Furthermore inefficient allocation of your capital for too low coupons can prevent successful projects. Many pension funds abroad enlarge intentionally the asset class alternative investments selectively and diversified. The trend in real values will continue. The proportion of alternative investments in the portfolios for example of pension funds in Switzerland has increased continuously since the turn of the millennium. But not everything called real alternative investments must also be complex. Interesting opportunities are above listed real assets. So with alternative investments as real sustainable investing or impact investing the possibilities are for diversification almost unlimited.
Alternative investments – Building robust diversified portfolios with stability
Video Rise in alternative Investments Shift from Public to Private Markets (Bloomberg, 2024)
Nowadays, entire innovative investment areas are not or only poorly represented on stock markets. The traditional way of raising capital on the market was the (initial) public offering, which is increasingly being supplemented or replaced by the very broad and varied alternatives on the potential private markets. Thus the real connections to the economy can be made possible again and optimally diversified. Such the companies then will focus on truly sustainable growth and their market goal, without always prioritizing short-term quarterly profits. For example, in many niche areas, private debt can be used to address investors on the one hand and companies on the other in more individual and multifaceted ways than the traditional, heavily technologically standardized banking market. The private market with alternative investments can not only be by efficient large, but just indeed real economic added value also by effective small market participants making sustainable decentral contribution.
Positive impact with real sustainable investing
From niche product to financial future
Because of increasingly volatile financial investments like traditional stock markets with their continuing up and down movements, meanwhile just real alternative investments are the fastest growing investment form. Did your banker show you which risks and securities have been applied for the result of returns?
The fast and complex globalisation demands for different approaches to defend your portfolio against volatility and instability. The zero interest rate policy did cost hundreds of billions for depositors and pensioners. Low interest rates can threaten pension funds and insurances. About 1 of 4 EU-citizens depend on pension income. With inflation the pressure will increase. Alternative investments as real sustainable investing with positive impact are necessary.
Sustainable investing for infrastructure – The Real green Bonds
Portfolio with Green- and Brownfieldmix
Diversification is an established tenet of conservative investment
(Quote from Benjamin Graham, Warren Buffett’s teacher)
Traditional diversification of investments by preferences like:
- Industry, stage of value chain
- Currencies, duration, countries, region
- Project or in operation, growth or value
- Variable dividends or fixed coupons
Alternative diversification by real sustainable UN SDG’s like:
- Good health and well-being (3), Clean water (6), energy (7)
- Industry, innovation and infrastructure (9)
- Cities, communities (11), consumption, production (12)
- Climate action (13)
In the corona and economic crisis many countries, mainly such with a weak infrastructure, high corruption and low income budget, have been set back by years, some even decades, even more indebted with increasing dependencies from abroad, and digitization continue being advanced even further. Will there be after the corona crisis before the corona crisis or is there another “forced deglobalization” needed? The risk report 2021 from WEF Switzerland says clearly: “More other dangerous and infectious diseases to be likely”. Will there be after an energy transition then for possible deglobalized solutions also a financial transition or will the digitalization rollout make perfect the globalization?
