Alterna develops the optimal structure for every Alternative Investment strategy, including the selection and set up of investment vehicles, all related service provider contracts and documentation related to the structure as well as the specification of all related processes its administration, management and supervision.

Our structuring services draw upon profound knowledge and experience will all types of regulated and unregulated investment vehicles, including investment funds (AIF/RAIF), securitization companies and operating/trading companies. Our clients are afforded additional flexibility through our selection of the optimal jurisdiction for the structure. Alterna structures investment vehicles globally and coordinates both setup and implementation with all relevant services providers.

Moreover, Alterna specifies alle processes relevant to the efficient management and supervision of Alternative Investments for both management companies and investors alike. Our experience allows us to fine tune and maintain the requisite equilibrium between outsourcing of specific tasks, discretionary control and investor supervision.

In addition, Alterna supports its clients in all aspects of the establishment, licensing and staffing of management companies (ex. AIFMs), family offices and/or multi-strategy investment platforms in Luxembourg and Germany. Following the successful establishment and licensing process for any such entity, Alterna is committed to supporting and advising its clients in the course of their (licensable) business activities.

The regulatory framework for alternative investments has drastically changed in the last years and is expected to continue this trend for the foreseeable future (ex. MiFID 2, AIFMD, MiFIR, ATAD2, DAC6, etc.). The dynamics in the regulatory landscape has led to an equally drastic increase in complexity of supervisory, tax and corporate governance requirements.

This complexity is further exacerbated by the ever increasing involvement of multi-jurisdictional services providers for the transposition of individual Alternative Investments.

Alterna provides solutions for these particular complex challenges. Our services include:

• Monitoring, coordination and quality control of corporate organizational processes as well as audit and consolidation support;
• Valuation advisory services for Alternative Investments as well as outsourced valuation for private debt assets/portfolios;
• Support in the creation of a rating for individual investments and/or portfolios either via an internal rating process of via an external rating agency;
• Valuation and calculation agency services for financial instruments;
• Risk advisory services particularly in connection to credit/loan origination processes