Why alternatives?

A “60/40” allocation to stocks and bonds may no longer be enough to meet long-term investment goals. Alternatives can lower volatility, enhance returns and provide higher levels of income for a portfolio.

Trends affecting alternatives

Various long-term megatrends are driving the evolution of alternatives.
Adding alternatives to your portfolio may help it withstand shifts in secular trends.
Technological innovation
Technological innovation
Fast-growing cities
Fast-growing cities
Government focus
Government focus
Sustainability
Sustainability
Blending investment universe
Blending investment universe
Competition for prime assets
Competition for prime assets

Benefits of investing
in alternatives

Because alternatives tend to behave differently than typical stock and bond investments, adding them to a portfolio may provide broader diversification, enhance returns and increase income levels.

1. Diversify your portfolio
With low correlation to traditional asset classes, alternatives can be a beneficial way to diversify your portfolio.

2. Enhance returns
Alternatives can grow the risk and return profile of a portfolio and grow total return through access to a broader set of investments and strategies.

3. Increase income
Alternatives may offer higher yields than traditional investments—especially during periods of low interest rates.