Yieldstreet, a private markets investment platform, has recently announced the upcoming launch of Yieldstreet 360 Managed Portfolios — what it believes to be the “first” automated private markets investing solution.
This investing solution is designed to remove traditional barriers to private markets, offering “diversified exposure to private equity, private credit, and real estate — all tailored to individual investors’ goals.”
The launch arrives at a time of growth in private markets, which have more than doubled from “$9.7 trillion in 2012 to $24.4 trillion in 2023,” according to a recent EY analysis.
Building on Yieldstreet’s history of providing access and “removing traditional barriers to private markets investing,” Yieldstreet 360 will provide a way for investors to “passively diversify across private markets through a single solution.”
Yieldstreet 360 builds and manages “diversified private markets portfolios that span thousands of underlying assets, addressing the high investment minimums, complex structures, and limited access points that have kept individual investors on the sidelines for too long.”
Investors can select from multiple strategies that “align with their specific goals, with options ranging from income-focused to growth-oriented approaches.”
Each portfolio provides automated “investment management, rebalancing, and real-time performance tracking without requiring investor involvement.”
Michael Weisz, Founder and CEO at Yieldstreet said:
“Yieldstreet 360 marks a [key] moment for private markets. Just as ETFs and mutual funds revolutionized access to stocks and bonds by creating a simple and diversified solution, Yieldstreet 360 will do the same for private markets.”
They added:
“Wealth management firms consistently recommend that high-net-worth individuals allocate 10-20% of their portfolios to alternatives. Yet, traditionally, building a well-balanced portfolio in private markets has been complex, requiring active sourcing, due diligence, and ongoing oversight. With Yieldstreet 360, we’re changing this dynamic — offering investors an all-in-one solution that provides broad exposure to thousands of underlying assets through a single click.”
Each portfolio is constructed by Yieldstreet using “asset allocations advised by Wilshire Advisors LLC, a global investment firm.”
Yieldstreet has sourced the investments “within the portfolios, which will initially include funds managed by Goldman Sachs Asset Management (NYSE: GS), Carlyle (NASDAQ: CG), and StepStone Group (NASDAQ: STEP), and is expected to grow over time with additional partners and strategies.”
Yieldstreet 360 will be available “to accredited investors later this year.”
With more than 500,000 members, Yieldstreet notes that it is reimagining how wealth is created, helping investors “diversify their portfolios with assets spanning real estate, private credit, private equity, art and more. Its award-winning platform offers investments across ten asset classes.”
