Why should I consider
alternative investments?

A traditional “60/40” allocation to equities and bonds may no longer be enough to meet long-term investment goals. Alternatives can help to lower volatility, enhance returns and broaden diversification of a portfolio.

Trends impacting 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 equity and bond investments, adding them to a portfolio may help to lower volatility, provide broader diversification, and enhance returns.

Lower volatility
Alternatives rely less on broad market trends and more on the strength of each specific investment; hence, adding alternatives can potentially reduce the overall risk of a portfolio.
Lower volatility
Broader diversification
With low correlation to traditional asset classes, alternatives can be a beneficial way to diversify your portfolio.
Broader diversification
Enhance returns
Alternatives can improve the risk and return profile of a portfolio and enhance total return through access to a broader universe of investments and strategies.
Enhance returns