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Quilt Chart |
This time-tested chart demonstrates how adding specialty diversifier asset classes to other traditional classes can increase diversification and reduce volatility over single category investing, year after year. Consider using this chart with the Tactical Asset Allocation Brochure and Quilt Chart Office Poster to show the power of combining market insights, tactical shifts, and specialty diversifiers to address changing markets. |
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Value of $1,000 Mountain Chart |
Numerous advisors have requested the poster version of this chart, now available in the convenient 8 X 11 format. Use this chart to help educate investors how adding specialty asset classes to a portfolio of traditional asset classes can help reduce risk and increase returns during changing markets. |
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Reducing Portfolio Risk with Specialty Diversifiers |
Should your portfolio evolve or should you stay in cash to address market volatility? This piece demonstrates how adding specialty diversifiers can help you evolve your portfolio to address changing markets. Use this piece with the Quilt Chart Office Poster to demonstrate this point. |
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Uncovering Opportunities with Real Assets |
While during this decade U.S. equity markets posted lower returns, opportunities do exist in other investment categories. This piece shows how adding real assets such as global infrastructure and commercial real estate to a portfolio could potentially increase returns with lower risk. |
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Access the Power of Dividend-Paying Stocks
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Use this piece to help you show clients the advantages of dividend-paying stocks during these markets.
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Bond Strategies for a Rising-Rate Environment
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This tool is designed for you to use during your discussions with fixed-income investors.
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Post Recession Opportunities in Small Cap |
Are small caps positioned for growth or over-priced coming out of this recession? This piece demonstrates where post-recession opportunities may exist and why. |
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Evolving Approaches to Hedging Inflation |
Use this to demonstrate how using a diversified approach to hedging inflation can offset a variety of inflation sources and result in lower portfolio risk and higher returns. |
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In Search of Lower Correlation |
Use this piece with the Mountain Chart Office Poster to show how adding specialty diversifiers to traditional asset classes can reduce portfolio correlation and help to lower portfolio risk in changing markets. |
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Creating a Retirement Income Pipeline |
How can you invest to help provide a lifetime income and reduce the impact of market volatility on retirement portfolios? Use this piece to describe the importance of using a pipeline or "bucket" approach to build retirement-income portfolios. |
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Specialty Diversifiers Portfolio Impact |
When added to traditional asset classes, specialty diversifiers have helped to reduce portfolio risk and increase portfolio returns. View specialty diversifier categories including real estate, infrastructure, and tactical portfolios to see how. |
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