Leading private market investing platform Yieldstreet and Wilshire Advisors (a global advisor with more than $1 trillion in assets under advisement) announced a strategic partnership to transform investor access to institutional-quality alternative investments.
This partnership will offer a solution for investors seeking diversified and passive exposure to private markets. It will combine Yieldstreet’s sophisticated technology and private markets expertise with Wilshire’s decades of data, analytics, and due diligence experience.
This collaboration will launch with a suite of model portfolios built to help Yieldstreet’s over 500,000 members construct balanced and diversified alternative asset portfolios.
Designed in partnership with Wilshire’s senior investment team, these custom portfolios utilize the firm’s framework for managing the asset allocations of some of the world’s largest pension funds and endowments.
Through Yieldstreet’s platform, investors can now access institutional-grade portfolio construction tools and the latest market research that have contributed to significant institutions’ private market strategies for 40+ years.
This partnership extends beyond model portfolios. And Yieldstreet investors will also access a wider array of private markets investment opportunities sourced and vetted by Wilshire’s global alternative investments team. Last year, Wilshire’s global alternative investments team sourced 3,600+ investment opportunities, ultimately deploying over $1.8 billion across 67 investments on behalf of discretionary and advisory clients globally.
Yieldstreet and Wilshire has a goal of bridging the information and access gap between institutions and individual investors. By linking Yieldstreet’s private markets distribution capabilities with Wilshire’s analytical expertise, the partnership will enhance the private markets ecosystem and provide investors with the tools, resources, and knowledge necessary to incorporate alternatives for improved portfolio diversification.
KEY QUOTES:
“Every investment portfolio is going to have alternatives as a core component, and Yieldstreet is the driving force behind this shift. We’re not just talking about making alternatives accessible; we’re actually doing it. With the launch of our groundbreaking model portfolios backed by Wilshire’s deep experience, we’re giving investors the keys to the same sophisticated strategies that institutions have used to drive returns for decades – making it easier than ever to seamlessly build and manage diversified private markets portfolios.”
– Michael Weisz, Founder and Chief Executive Officer of Yieldstreet
“Private markets are the new frontier for qualified investors, and Wilshire is at the forefront of democratizing access to these investments and the returns, lower volatility, and increased portfolio diversification that come with them. This collaboration with Yieldstreet will deliver a seamless experience with institutional-grade investment solutions to meet an increasing demand.”
– Jason Schwarz, Deputy Chief Executive Officer and President of Wilshire
