Diversifying with Alternative Asset Classes

Traditional stocks and bonds may not always provide uncorrelated returns, especially in turbulent markets. That’s why we incorporate alternatives real estate investment trusts (REITs), private credit funds, hedge fund strategies, and commodities into our portfolios. These assets often exhibit different performance drivers, such as rental income, direct lending spreads, or gold’s safe-haven appeal. By carefully selecting alternative strategies with transparent fee structures and robust liquidity profiles, we bolster portfolio resilience and reduce overall volatility. Our due diligence process includes in-depth manager interviews, operational risk assessments, and backtested scenario analyses to ensure each alternative adds genuine diversification.