Citigroup Alternative Investments

Our Approach

Citigroup Alternative Investments focuses on creating innovative ways of thinking about alternative investing. To this end, we call on Citigroup's impressive array of internal resources, such as our research and asset management teams, as well as some of the foremost specialists at leading academic institutions for advanced quantitative and qualitative research to help bring new products to market. We have developed new types of alternative investment products, such as funds that invest across the alternative investment classes, which are available exclusively to Citigroup clientele.

Research

Citigroup Alternative Investments considers intellectual leadership critical to its mission. Underlying our research team's efforts are three principles: innovation, value creation and integrated strategies. Our research processes aim to provide practical insight on alternative investments in two ways.

First, disciplined research helps support our investment process and product development - for example, innovations on how to include alternative assets in a portfolio of traditional investments. Using proprietary quantitative models, we develop products that attempt to tailor investments to meet qualified clients' individual objectives for return, risk, liquidity and tax management. Second, we share new and useful ways of thinking about alternative investments with our clients, helping them try to make more informed investment choices, including ways of incorporating illiquid alternative investments into their overall investment strategy. We also help our clients think about ways of valuing private-market investments like leveraged buyouts, real estate and venture capital, and give them an appreciation for weighing the risks inherent in these alternative investments.

Citigroup Alternative Investments' research is integrated with that of other Citigroup research teams resident in various product centers, enabling us to draw upon the company's overall wealth of knowledge and expertise in specific markets.

Risk Management

Our due diligence on investment managers and operating partners involves an ongoing analysis across multiple dimensions. We maintain proprietary due diligence methodologies that are tailored specifically for particular types of alternative investments.

When making investment decisions, our efforts go beyond an initial allocation of assets to a manager, whether internal or external. Throughout the life of all of our investments, we scrutinize our allocations to third-party managers, all within the holistic context of Citigroup Alternative Investments' risk management philosophy, and in response to continuously changing market dynamics. We draw upon Citigroup's resources and wealth of experience in monitoring and managing risk on behalf of our clients.

This site does not constitute an offering and is meant only to provide a broad overview for discussion purposes. All information provided here is subject to change. If and when an investment opportunity is structured, all investors must obtain and carefully read the related Offering Memorandum, which will contain the information needed to evaluate the potential investment and provide important disclosures regarding risks, fees and expenses. No offer of any interest in any product will be made in any jurisdiction in which the offer, solicitation or sale is not authorized, or to any person to whom it is unlawful to make such offer, solicitation or sale.

Investing in alternative investments is speculative, not suitable for all clients, and intended for experienced and sophisticated investors who are willing to bear the high economic risks of the investment, which can include:

Past performance is no guarantee of future results.

The investment products described herein are not bank deposits; are not insured by the FDIC or any other governmental entity; are neither obligations of, nor guaranteed by Citibank, Citigroup or any of their affiliates; and are subject to investment risks, including possible loss of the principal amount invested.

Investing in managed futures products is speculative, not suitable for all investors, and is intended for experienced and sophisticated investors who are willing to bear the loss of their entire investment. Performance of these products may be volatile, and while they may provide the potential for positive returns in both rising and declining markets, the potential for loss is equal. Some of the important risks are: trading profits and interest income may not offset substantial fees; the ability to redeem interests may be limited and there may be no secondary market; conflicts of interest may exist in the management of an investment vehicle; advisors may be changed without notice to investors; and the vehicle may not be registered under the Investment Company Act of 1940. See the relevant offering materials for further discussion of risks.

For more information, please contact your Financial Advisor.

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