| AlTi Global is a multi-disciplinary financial services business. Co. provides solutions for its wealth management clients through its wealth management services, including discretionary investment management services, non-discretionary investment advisory services, trust services, administration services, and family office services. In addition, Co. structures, arranges, and provides its network of investors with co-investment opportunities in a variety of alternative assets which are either managed intra-group or by managers with a track record in the relevant asset class. Co. manages and advises both public and private investment funds. The ALTI average annual return since 2021 is shown above.
The Average Annual Return on the ALTI average annual return since 2021 page and across the coverage universe of our site,
is a measure of the annualized return over the past ten years (or specified start date) for a given investment
(up to the end of prior trading session recorded). Arguably, choosing ten years for a measurement
period is on the one hand completely arbitrary, but on the other hand provides a sufficiently long window
to capture long-term trends.
Thus, researching Average Annual Returns is good practice for investors — whether ALTI average annual return since 2021 or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's annualized return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the ALTI average annual return calculation with any dividends reinvested as applicable (on ex-dates).