Market
Memos from Howard Marks: Ruminating on Asset Allocation
In Practice / General
Diversifying with Alternatives: Risk & Return Analysis
Increasing diversification with a basket of alternative strategies has historically improved expected outcomes, enhancing returns while mitigating risk.
The Alts Institute’s Alternative Investing Survey reveals that 85% of investors consider alternatives essential to a successful portfolio strategy.
To illustrate the benefits of diversification with alternatives, we’ve created hypothetical scenarios using index data and a traditional 60% global equities/40% global bonds portfolio as a baseline. These examples demonstrate how increasing allocations to a diversified mix of alternatives can enhance investors’ risk/return profiles.
Nearly 80% of advisors believe portfolios with alternatives are positioned to outperform traditional strategies over time.
The Alts Institute Alternative Investing Survey
