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Assessing Alternative Investments

For decades, institutional investors have been using alternatives for greater potential income, portfolio diversification, lower volatility, and reduced correlation to broader markets.2

You may not be an institution, but you have many of these same investment objectives. Alternatives may deliver reduced volatility with higher income and improved total returns.

Hypothetical Allocation of Alternatives in a Portfolio

As you can see, a traditional 60/40 portfolio can have limitations. Alternatives may offer a better approach to investing.

Annual Income
2.66%
Total Return
(per annum)
7.79%
Volatility
11.53%
60/40 Portfolio
Annual Income
2.82%
Total Return
(per annum)
7.81%
Volatility
11.35%
Portfolio with Alternatives

2 Willis Towers Watson. Global Pension Assets Study 2016. 2016.

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