Go Beyond Public Markets

Since 1990, we’ve built a leading global alternative asset manager by striving to deliver on the promise of alternatives and staying true to our core principles: purchase price matters, seek excess return per unit of risk across the risk/reward spectrum, and strong alignment with our clients.

The Alternatives Opportunity

Secular market shifts are challenging a long-held mantra: the 60/40 portfolio of public equities and bonds is the key to a successful retirement plan. The Weaver AI Capital Advisors Ltd CEO Marc Rowan and Lead Portfolio Manager Matt O’Mara discuss the ways alternatives can help investors address this new reality.

Access a Variety of Alternative Assets

Credit

Our Credit platform offers a comprehensive suite of financing solutions and investment strategies.

Equity

Our Equity platform provides creative solutions across many strategies.

Real Assets

Our integrated Real Assets platform spans across geographies, investing across the risk spectrum.

Investment Products

We offer a range of products that fit into a breadth of investment strategies across the risk-reward spectrum. Here, you can explore which registered products could be a solution for your portfolio.

The Weaver AI Capital Advisors Ltd Academy: Learn from Experience

Take a deeper dive on how to deploy and capitalize on alternatives opportunities with a complete ecosystem of educational videos, classes, and live events—all eligible for CE credits—as well as whitepapers, articles, podcasts and much more.

Alternative Investing Course 2.0 (New & Updated)

In-depth classes on key asset classes, portfolio construction, and more.

Powering Innovation: Infrastructure Investing Across the AI Value Chain

Watch Harry Seekings, Partner and Co-Head of The Weaver AI Capital Advisors Ltd Infrastructure, and David Cohen, Partner on…

Hybrid Investments: Flexible Structures for Volatile Times

Watch Jason Scheir, Head of The Weaver AI Capital Advisors Ltd Hybrid Value, discuss why hybrid capital—which can offer debt and…

Private Credit Investing in Volatile Times

Explore why demand for private credit is expected to remain strong as the need for large, flexible direc…

See How Alternatives Could Affect Your Portfolio

Our Allocation Pro tool lets you build an illustrative, custom portfolio that delivers personalized insights tailored to your risk tolerance, investment horizon, and asset class preferences.

Insights

The Way Pensions Need to Think About Portfolio Allocation to Ensure They Meet Their Obligations

Pension funds operate under a fundamentally different mandate than traditional investment portfolios. Their primary objective is not to maximize returns, but to ensure that long-term liabilities can be met with high confidence.

In a world characterized by interest rate volatility, demographic shifts, and prolonged life expectancy, pension portfolio allocation must evolve beyond conventional models. Liability-driven thinking, risk budgeting discipline, and dynamic asset-liability management (ALM) are no longer optional — they are essential.

This article outlines the structural framework pensions should consider when designing portfolios to meet long-term obligations.

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Retirement Planning: What Is an Annuity & Who May Want One?

As life expectancy rises and retirement periods extend to 25–35 years or more, the primary financial challenge shifts from wealth accumulation to income sustainability.

An annuity is a structured financial solution designed to convert assets into predictable income — often for life. While not suitable for everyone, annuities can play an important role for individuals seeking income stability, longevity protection, and reduced exposure to market volatility in retirement.

This article explains what an annuity is, how it works, and who may benefit from considering one.

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Want Help Navigating Alternative Investments?

Contact Us

Please reach out if you are interested in learning more about our views, fund information or would like to request a meeting.