BankInvest Listed Alternatives is designed to offer institutional-grade access to private market exposures—such as private equity, private debt, infrastructure, and real estate—through liquid, listed vehicles (SICAV funds). The strategy captures alternative risk premia traditionally locked in illiquid formats, enabling daily pricing, transparency, and broader investor access.
Available in 12 share classes
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Leading Innovation in Alternatives
BankInvest's Alternatives team is led by Nils Lodberg (Head of Global Equities & Alternatives) and Tore Davidsen (Senior Portfolio Manager). Together, the portfolio managers bring skill, discipline, and innovation to Listed Alternatives.
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Nils Lodberg
Head of Global Equities & Alternatives
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Tore Davidsen
Senior Portfolio Manager
We combine proven portfolio construction skills with innovative approaches to deliver transparent, diversified, and risk-adjusted access to alternative investments.
- Nils Lodberg
Key characteristics
Daily Liquidity & Regulatory Alignment
Offers liquid access to private market exposures, supporting portfolio flexibility and aligning with increasing regulatory scrutiny on illiquid investments.NAV Discount Opportunities
Listed vehicles may trade at discounts to their net asset value (NAV), offering potential for enhanced returns through discount capture.J-Curve Mitigation
Unlike traditional private market funds, listed alternatives avoid the typical J-curve effect, providing more stable return profiles from day one.Diversified & Instant Access to Private Markets
Exposure across private equity, debt, infrastructure, and real estate—without lock-up periods or capital calls.Market Volatility
Listed instruments may be more sensitive to public market sentiment than their private counterparts.
Sustainability and ESG Integration
ESG is an integral part of our investment process and within the Emerging Markets universe this is no exception. In fact, in 2007, BankInvest was the first to launch an Emerging Markets SRI Debt fund for institutional investors: the precursor to today’s ESG nomenclature. Five years later an EM Corporate Debt SRI fund was launched.
This is to prove that we just didn’t jump on the ESG bandwagon when it became trendy. Please find additional details about our Sustainability framework here (link)This is to prove that we just didn’t jump on the ESG bandwagon when it became trendy. Please find additional details about our Sustainability framework here
