Market
Memos from Howard Marks: Ruminating on Asset Allocation
In Practice / General
Diversifying with Alternatives
Hypothetical scenarios demonstrating the potential benefits of blending alternatives with traditional portfolios.
The Alts Institute’s Alternative Investing Survey identified three distinct high-net-worth investor profiles, each offering valuable insights into their openness to alternative investments.
Encouragingly, all three groups are open to exploring alternative opportunities with their advisors.
To bring these insights to life, we’ve created hypothetical scenarios demonstrating the potential benefits of blending alternatives with traditional portfolios. Each scenario is tailored to the maximum allocation levels stated by each profile, showing how alternatives can enhance returns and reduce risk based on historical data.
91% of non-alts users believe diversification is critical to managing risk.
The Alts Institute Alternative Investing Survey
