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Chart Library

A library of insightful educational charts to help guide client conversations.

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Chart How to Diversify Equities

Equities can be diversified in a portfolio by adding strategies with low correlation between the assets being a critical consideration....

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Chart Rebuild the 60/40 with Low-Correlating Solutions

Given the wide range of economic uncertainties, investors should consider a more diversified asset allocation than 60/40....

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Chart Positive Correlations Between Stocks and Bonds During Various Inflationary Ranges

In the 2-4% inflation zone, stocks and bonds had a positive correlation coefficient 67% of the time, posing a risk for the diversification goals of a 60/40 portfolio....

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Chart Comparative Performance of Asset Classes

Historically, the relative performance of various asset classes has shifted from year to year. See when Managed Futures have performed....

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Chart Correlation Regimes Have Fluctuated Over the Years, Leaving Portfolios Vulnerable

Positive stock-bond correlation can negate potential diversification benefits, catching investors off-guard....

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Chart Is a 40% Allocation to Bonds Still Justified?

Bonds might not be able to contribute to a portfolio as much as they have historically....

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Chart A Low-Correlating Sleeve May Enhance Portfolio Performance

Modernizing the traditional 60/40 portfolio to a 60/20/20 portfolio may provide the opportunity to generate positive returns, while also potentially reducing drawdowns. ...

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Chart Why Correlation Matters

Low-correlating strategies seek to create a smoother ride and a more consistent outcome for investors....

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Chart Think Outside the (Style) Box for Diversification

The style box has historically been an important guide when it comes to diversifying portfolios. However, we have seen a change in the investment landscape....

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Chart Using Low-Correlating Strategies to Improve Risk/Return Characteristics

Adding low-correlating strategies to the mix can enhance diversification, while improving a portfolio’s overall risk/return profile....

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Chart Building a Modern Portfolio

Investors now have access to a third dimension of strategies that have been used by institutions for decades. ...

Education whitepaper
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