Financial advisors
Many advisors recognise that traditional portfolios built primarily around equities and bonds may not be sufficient in today’s increasingly uncertain macroeconomic environment.
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Alternative investment strategies can improve diversification and introduce additional sources of return and risk management.
We work with financial advisors around the world who are looking to use a broader range of investment strategies to build more robust portfolios for their clients.
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HOW WE SUPPORT Financial advisors
Education & INsights
Providing educational resources and market insights on alternative investment strategies, including global macro, managed futures and systematic trading.
Portfolio construction
Helping advisors understand how alternative strategies can be integrated alongside traditional assets to create more diversified and resilient portfolios. This includes concepts such as return stacking and capital-efficient portfolio construction, which allow multiple sources of return to be combined within a single portfolio framework.
Regime-Aware Investing
Sharing frameworks for building portfolios that are designed to adapt to changing economic and market regimes rather than relying on a single market outcome.
