Alternatives: A Broader Opportunity Set for Portfolios

Historically, Alternatives Have Provided a Valuable Source of Additional Return

In investing, the “core” has traditionally consisted of developed market equities and investment grade debt with alternatives often considered satellite allocations. Since 1994 though, alternatives have outperformed at least one element of an investor’s core* portfolio 76% of the time. Investors should consider including an allocation to alternatives as part of a well-diversified portfolio and to provide for a smoother investor experience.

A Broader Opportunity Set with Alternatives

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