Are You Doing Enough to Ward off Volatility for Turbulent Times?

Here’s Why You Might Be Missing Out if You’re Only Considering Stocks and Bonds

Diversification is often referred to as the only free lunch in investing. But while most financial professionals understand the potential benefits of diversification, some are still relying primarily on stocks and bonds to construct portfolios.

If investors are not also considering an allocation to alternatives, it is our belief that not only are they foregoing diversification, but they’re also missing out on an investment universe that has a demonstrated ability to perform independent of stocks and bonds when traditional investments struggle. We’ll remove the barriers to entry and help advisors explain the potential benefits of investing in liquid alternatives.

How Adding a Balanced Risk Strategy Can Enhance a Portfolio

Data Source: Bloomberg LP and Catalyst Capital Advisors LLC. Based on monthly return data from 12/31/1999 to 12/31/2024. Stocks are represented by the S&P 500 TR Index; bonds are represented by the Bloomberg US Aggregate Bond Index; Balanced Risk Strategy is represented by 100% notional exposure to SG CTA Trend Index, 50% allocation to the S&P 500 and a 50% allocation to the Bloomberg US Short Treasury TR Index (to represent collateral for futures program). Rebalanced monthly. Past performance does not guarantee future results. See important disclosures at the end of this presentation, including with respect to the limitations inherent to hypothetical performance comparisons.