Return Stacked® Portfolio Solutions

Unlocking the Benefits of Diversification

Make room for alternatives without having to sacrifice core stock and bond exposure.

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What is Return Stacking?

Return Stacking aims to help investors unlock the benefits of diversification by using their capital more efficiently and effectively.

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?

For decades, sophisticated institutional investors have thoughtfully applied leverage to include diversifying alternative strategies without diluting their core stock and bond allocations. Due to the complexity of managing derivatives, small institutions, financial advisors, and individuals have largely been locked out of this approach.

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

Investors can introduce diversifying assets and strategies without sacrificing exposure to their traditional asset allocation.

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

By thoughtfully introducing differentiated return streams, investors may gain a diversification advantage with the potential to reduce portfolio volatility and drawdowns.

WHAT WE DO

Our Solutions

ETFs

ETFs to help you implement return stacking in your portfolio.

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Model Portfolios

Turnkey solutions that can be customized to your client’s risk profile to achieve a range of outcomes.

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Consulting

Learn how capital efficient funds can be used to help stack alternatives on top of traditional allocations.

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Stay up to date with our research.

Dive deep into our research blog where we explore the concepts of return stacking.

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Bonds Plus Alternatives and Chill?

Bonds Plus Alternatives and Chill?

Nov 19, 2024

With nominal yields for 10-year U.S. Treasuries hovering around 5%, we explore whether a return stacked “bonds plus” strategy can serve as an alternative to core equity holdings for intermediate investment horizons.

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Tracking Error: Return Stacking versus Replacement

Tracking Error: Return Stacking versus Replacement

Nov 14, 2024

For benchmark-sensitive investors (and, let’s be honest, who isn’t at least a little benchmark sensitive), tracking error is an incredibly important metric. If you’re unfamiliar with the term, tracking error captures the volatility in the difference of returns between your portfolio and its benchmark.

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