Highlights

  • Practitioners adding alternatives to portfolios often fail to define a specific objective for the allocation.
  • Since each alternative strategy is different – even those grouped in the same category – the allocation process can quickly become overwhelming.
  • Strategically, investors should consider aligning the alternative solution’s objective with the long-term goals of the portfolio.
  • Natixis Portfolio Clarity® has created a framework of four objective-oriented blended allocations from selected alternative investment strategies.
  • Each alternative allocation exhibits risk, return and diversification characteristics that align with one of four specific objectives: alpha differentiation, volatility management, interest rate mitigation and downside mitigation.

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