Investment Managers
Asset hybridisation is an innovative concept at the heart of Zaini’s multi-expertise business model. In practical terms, it involves combining traditional listed assets with unlisted assets, such as private debt, private equity, infrastructure and property, as part of a strategic allocation.
A pioneer in hybrid investment strategies, Zaini provides private investors with differentiated investment solutions combining several asset classes. This innovative approach helps to reconcile the need to finance the economy and the need for yield over the medium to long term, with the added bonus of lower volatility. The philosophy behind this investment strategy is based on 3 pillars: Asset Allocation, Decorrelation and Diversification.
On average, the client start saving for their retirement at the age of 42, providing an investment window of around 23 years. The ‘hybrid’ investment strategy is suited to extended time horizons. Private assets are characterised by their lower correlation to capital markets, making them less sensitive to market volatility. They also tend to generate higher returns over the long term thanks to their growth potential and stable cash flows. Listed assets, on the other hand, offer immediate liquidity and visibility on the financial markets.
Another advantage of hybrid funds is that they are accessible to the vast majority of clients, including those in employee and retirement savings schemes. Traditionally, access to unlisted assets required a significant initial financial commitment or calls for funds spread over several quarters, which meant that they were reserved for institutional investors and the very wealthy. This is what we call the democratisation of real assets, accessible to all with a modular risk/return profile.
