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Focusing on What Matters Most

Are you having trouble aligning your investment goals with your existing portfolio strategies?

Investors want better portfolios:

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75%

Want Greater Diversification1

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74%

Want Lower Volatility1

Natixis. 2016 Global Survey of Individual Investors. 2016.

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Rethinking Traditional Portfolios

In today’s changing markets, traditional investment strategies may not deliver what you need.

Investors want better portfolios:

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71%

Want Low Correlation to Broader Markets

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76%

Want a Balance Between Risk and Return1

1 Natixis. 2016 Global Survey of Individual Investors. 2016.

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Discovering Alternative Solutions

In fact, two-thirds of investors do not believe that a traditional portfolio is the best way to achieve their goals.1

Alternatives offer a potential solution. Now, assess how alternatives might fit into your portfolio.

1 Natixis. 2016 Global Survey of Individual Investors. 2016.

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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
2.68%
Total Return
(per annum)
7.77%
Volatility
11.54%
60/40 Portfolio
Annual Income
2.83%
Total Return
(per annum)
7.87%
Volatility
11.34%
Portfolio with Alternatives

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

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