Alternative investments, when thoughtfully selected, offer valuable downside protection by maintaining low correlation to traditional asset classes like fixed income and equities. These strategies can serve as effective hedges, delivering differentiated return streams and, in some cases, substantial income through yield. Moreover, certain alternative investments possess absolute return potential, meaning they can generate positive performance independent of broader market conditions—even during bear markets such as those seen in 2002 and 2008.
Maximize portfolio return.
- In-house Investment Committee constantly monitors dynamic market and economic conditions
- Utilize and frequently engage the best global market strategists
- Thorough sourcing, due diligence, and continual monitoring of open architecture stable of managers including non-traditional, alternatives
Minimize portfolio risk.
- Broad diversification with clear understanding of risk-return drivers and inter-asset class correlations
- Allocate to alternative, low correlation investment vehicles to reduce portfolio volatility
- Preservation of principal/defensive bias in consideration of spending needs and liquidity requirements