Alternative Investments

Merrill Lynch has a long history of innovation in Alternative Investments, setting the standard for over 20 years by providing client focused solutions. The Alternative Investments group consists of more than 150 industry professionals in over 10 offices across the globe, working with managers and industry leaders to provide our clients with the right solutions and support to suit their needs¹. We offer a competitive range of specialized solutions and products — including hedge funds, managed futures, UCITS² funds, private equity and real assets.

Alternative investments are generally subject to less regulation and provide less transparency than traditional investments. Merrill Lynch focuses on four main principals to deliver an alternative investment platform that offers clients comfort and confidence. Those principals are:

 Selection & Access

 Transparency & Monitoring

 Advice & Guidance

 Service & Support

¹ As of October 31, 2010 ² Undertakings for Collective Investment in Transferable Securities ("UCITS") are a set of European Union ("EU") directives that aim to allow collective investment schemes to operate freely throughout the EU on the basis of an authorization from one member state.