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.
Portable Alpha: Enhancing Portfolio Returns Through Strategy Separation
This strategy, which aims to isolate the beta and alpha components of a portfolio, has been utilized in portfolio management for decades. Learn how portable alpha can apply to modern portfolios and may benefit investors amid low expected returns and market uncertainty.
Return Stacking and Taxes
This article explores a hypothetical example of a return stacked strategy and how the composition of the strategy can impact the after-tax returns of the portfolio.
Stacking in a Higher Interest Rate Environment
This article explores the relevance of leverage in investment strategies amid higher interest rates. The decision to use leverage should be based on the expected returns of assets rather than current interest rates.