Multi-Asset Blend

The downloadable document compares the performance of a multi-asset blend approach to equities. It shows that over the past 20 years a multi-asset blend has achieved higher returns than equities with lower volatility and a much smaller max decline.

Key Takeways

  • A portfolio of stocks and bonds may be in danger of not meeting investment goals due to low interest rates and uncertainty in equity markets.
  • Modern Portfolio Theory recommends investing in asset combinations that move differently from one another to reduce the overall risk of an investment portfolio.
  • Historically, a multi-asset blend has allowed investors to experience steady growth while minimizing declines.
  • Source: Standpoint Asset Management, LLC

Important Disclosures

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