Diversifying with Alternatives: Risk & Return Analysis

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.