Typically, we look to traditional investment vehicles such as stocks, bonds and cash to make our investment decisions.
Today, alternative asset classes such as emerging-market bonds, infrastructure, real estate investment trusts and commodities—to name a few—are proving to be an innovative way for investors to get more from their portfolios.
What Are Alternative Investments?
They are a variety of investments with risk and return characteristics that are different from those offered by traditional stock and bond investments.
Key Benefits Of Alternative Investments
Not only can alternative investments complement your current asset allocation through increased diversification, they can potentially:
- level performance over longer periods of time
- enhance returns
- reduce volatility
- improve portfolio efficiency
Making Alternative Investments Accessible To You
Two new alternative investment pools are now part of the leading-edge investment platform available through MD Private Investment Counsel:
- MDPIM Strategic Yield Pool
The pool will invest in ETFs that provide investors with exposure to yield-generating fixed income and equities including global bonds, emerging-markets debt and preferred equities.
- MDPIM Strategic Opportunities Pool
The pool will invest in ETFs that provide investors with exposure to real estate investment trusts (REITs), infrastructure and commodities, timber and U.S., international and emerging-market small cap equities.
The team at QS Investors was one of the first to develop alternative asset allocation strategies; QS Investors will advise on the portfolios of both pools. With more than $90 billion in assets under advisement firm-wide, QS also has significant experience with alternative strategies and a strong track record in alternative asset class investing.
By providing you with access to the most sophisticated solutions, the MDPIM alternative pools will aim to maximize your portfolio returns while providing broad diversification, reducing portfolio risk and potentially enhancing returns.
Talk to your MD Portfolio Manager today for more information.