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The New Playbook for Alternative Investing: Offense, Defense, and Special Teams for the Modern Advisor Portfolio
Alternative investments have moved from the sidelines to the mainstream of portfolio construction—and for good reason. Recent policy developments, including the White House Executive Order expanding access to alternatives in retirement plans, reflect recognition that modern portfolios need more than stocks and bonds to deliver diversification, manage risk, and capture new return opportunities.
A New Playbook for Client Portfolios
Asset allocation has always been about balance—finding the right mix of investments to deliver returns, manage risk, and meet client goals. But as markets grow more complex and volatile, the old playbook is no longer enough.
Framing the History of Alts and Asset Allocation Through Football
This 60/40 playbook worked well during eras of falling rates and reliably negative correlations between stocks and bonds. But the game has changed. Investors are concerned about stretched valuations in key asset classes. Interest rates have ratcheted higher. And inflation is unpredictable. As a result, stocks and bonds have become more correlated, meaning both assets may fall together, challenging portfolio diversification.
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Welton Advantage Shortlisted in Two Categories at the 2024 HFM U.S. Performance Awards
We are honored to share that Welton Advantage was shortlisted in two categories at this year’s 2024 HFM US Performance Awards: "Equity, US-Only," and "Multi-Strategy Under $1bn." Thank you to HFM, and hearty congratulations to the distinguished fellow nominees.
Welton Investment Partners Appoints William Marr as Head of Business Growth
Welton Investment Partners today announced that it has appointed William Marr as Head of Business Growth. This is an expanded role for the alternative investment strategy veteran who joined Welton in April 2022 as Senior Managing Director to launch and lead Welton’s Wealth Management Group.
Catalyst Funds and Welton Investment Partners Launch the Catalyst/Welton Advantage Multi-Strategy Fund
Catalyst Funds, a provider of alternative investment solutions, and Welton Investment Partners, the alternative investment manager focused on the pursuit of returns across market environments, today announced the launch of the Catalyst/Welton Advantage Multi-Strategy Fund (CWEIX).
Talking Hedge | Nashville, TN
Join us on Dec 4-5 for Dr. Oren Rosen's panel, "A Fresh Look at Macro and Risk Mitigation Strategies" featuring representatives from Mission Crest Capital Management, and Multilateral Endowment Management Company.
Talking Hedge | Austin, TX
Join us on May 20 for Dr. Oren Rosen's panel, "Diversify & Rebalance: How to Optimize Your Portfolio with Divergent Strategies," featuring representatives from Aksia, One River Asset Mgmt, AFBI, and Middlemark Partners.
SBAI Stockholm Institutional Investor Roundtable | Stockholm, Sweden
Join us on November 28 for Guillaume Detrait's panel, “ESG in Systematic Strategies,” featuring representatives from Swedbank Robur, Lynx Asset Management, and SBAI.