Return Stacked® Portfolio Solutions
In this article, we’ll explore a portfolio construction approach that utilizes basic diversification concepts with Return Stacking to help minimize adverse economic impacts while maximizing chances of business success.
As asset managers, we tend to spend a lot of our time and energy improving what goes into an investment portfolio. What this effort may miss, however, is the entire wealth picture of a client. In many cases, investors will hold ample cash reserves, kept entirely separate from his or her investment portfolio, for a variety of short-term liquidity purposes.
In this video we discuss the business risk faced by financial advisors from tracking error risk and line item risk. Use the example of the SocGen Trend Index to illustrate the challenges of adding diversifiers to a portfolio and highlights the concept of Return Stacking as a possible solution.
In this video, I discuss a key metric that is crucial for managing the risk of an asset management firm and is highly relevant for financial advisors as well. I introduce the concept of the revenue weighted average portfolio and explain how it can help assess the volatility of firm revenue and identify key risk factors.
We believe return stacking is a portfolio concept that can revolutionize the way you think about building portfolios. There are a number of things to consider, however, when building a return stacked portfolio. Which is why we built this checklist: to help get you started on your return stacking journey.
In this episode, we explore the concept of portfolio diversification by way of capital-efficient investing, through a strategy coined ‘Return Stacking™’ and how historically, institutions have traditionally had more access to sophisticated products than retail investors and financial advisors.
In this episode of Millennial Investing, Rebecca Hotsko and Corey Hoffstein discuss: the core ideas of return stacking™; the different ways the strategy can be implemented; how to decide how much leverage to take; different types of funds that are available to investors to implement return stacking; common mistakes investors make; and the factors that will impact the effectiveness of the approach.