Alternative investments: An efficient way to diversify

A report on how to enhance diversification and long-term returns

Why consider alternative investments?

Institutional investors are under pressure to deliver consistent returns while managing risk. Traditional equity and fixed income strategies alone may not offer enough diversification and downside protection to effectively weather sustained periods of market volatility or economic downturns. It has become a very different and unique environment with inflation and interest rate dynamics, compared to the bulk of the post financial crisis period (2009-2021).

That’s where alternative investments come in.

This in-depth whitepaper explores how alternative investments — such as hedge funds and liquid alternative mutual funds — can be leveraged to strengthen long-term performance, reduce volatility and add meaningful diversification to your portfolio.

Whether you’re a fiduciary advisor, investment committee member or plan sponsor, this resource offers actionable insights backed by industry data and expert analysis, including:

• the potential benefits and risks of allocating to alternative investments;
• how they can enhance a portfolio’s returns while also reducing volatility;
• considerations for fiduciaries; and
• real-world examples of specific alternative investment strategies and allocations.

This guide is designed for:

• retirement plan sponsors and fiduciaries;
• pension and endowment committee members; and
• institutional decision makers.
• If you’re looking to diversify or expand your understanding of alternative strategies, this is a resource for you.