| 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 YTD return is shown above.
The YTD Return on the ALTI YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether ALTI YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD 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 YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.