Return Stacked® Portfolio Solutions
Unlocking the Benefits of Diversification
Make room for alternatives without having to sacrifice core stock and bond exposure.
What is Return Stacking?
At its core, Return Stacking is the idea of layering one investment return on top of another, achieving more than $1.00 of exposure for each $1.00 invested.
This allows investors to maintain their core stock and bond exposure while simultaneously introducing new, diversifying return streams.
Why Return Stacking?
Today, professionally managed mutual fund and exchange-traded products allow investors to implement this concept. We are developing the research, product design, and portfolio construction that unlocks this opportunity for everyone.
Pursuing Diversification without Sacrifice
Opportunity for
Enhanced Returns
By introducing additional sources of return, Return Stacking creates the potential for outperformance, which may be particularly attractive in an environment where expected returns for traditional assets may be muted.
Potential to
Improve Diversification
WHAT WE DO
Our Solutions
ETFs
ETFs to help you implement return stacking in your portfolio.
Model Portfolios
Turnkey solutions that can be customized to your client’s risk profile to achieve a range of outcomes.
Consulting
Learn how capital efficient funds can be used to help stack alternatives on top of traditional allocations.
Stay up to date with our research.
Dive deep into our research blog where we explore the concepts of return stacking.
Margin Management in Return Stacking
Understanding how margin requirements work, the conditions that could lead to a margin call, and the available mitigation strategies is crucial for any investor implementing a return stacking approach.
Rethinking Corporate Bonds: Swapping Credit Risk for Merger Arbitrage
This approach provides an alternative form of excess return while maintaining exposure to U.S. Treasuries, offering a potential way to diversify a traditional fixed-income allocation.
Carry the Yield, Ride the Trend: A Strategic Partnership
In an era defined by fluid macro regimes and shifting correlations, the old playbook for portfolio construction is showing its age. As major asset classes increasingly move in lockstep and orthodox risk premia seem more elusive than ever, advisors are compelled to seek new sources of stability and diversification.