Friday Frame: Discover Paths to Growth and Alpha
December 12, 2025
Diversify Smarter, Not Harder
Broader access to alternative investments offers investors a chance to enhance portfolio diversification beyond traditional equities and fixed income. For high-net-worth and the broader investor base, alternatives can provide uncorrelated income streams and help reduce overall portfolio risk. By incorporating both public and private alternatives, investors can pursue better risk-adjusted returns while achieving a more resilient and balanced portfolio.
As markets evolve, investors are seeking ways to generate meaningful returns beyond headline-dominating public equities. Alternatives—whether registered or private—offer potential pathways to total return and alpha generation, giving portfolios new sources of growth. By thoughtfully integrating these strategies, advisors can help clients navigate market shifts while capturing opportunities that traditional approaches may miss.
Why Alternatives Enhance Portfolios
Diversification Beyond Public Markets: Incorporating alternatives provides investors with uncorrelated income streams and more resilient portfolios, helping both high-net-worth and mass-affluent clients manage risk effectively.
Opportunities for Total Return and Alpha: Alternatives—private or registered—offer avenues for meaningful returns in evolving markets, giving advisors the tools to pursue growth beyond traditional equities and fixed income.
Topics Covered:
- How alternatives provide diversification, uncorrelated income, and stronger risk-adjusted returns
- How private and registered alternatives offer pathways to total return and alpha in evolving markets
