Commentary, News, Insight

With market valuations elevated and volatility at disquietingly low levels, we believe alternative investments should be an essential component of most diversified portfolios.  Some advisers may find that alternative investments, despite their promise, often consume a disproportionate amount of research time and effort, are difficult and expensive to access, or deliver disappointing results.  It is important to choose carefully, as there can be a wide degree of dispersion among providers.

Source: Calamos Investments.

Nevertheless, with equity and bond market valuations stretched, it’s time for a close examination of strategies that may help cushion portfolio losses when the need arises.  Palladiem offers a simple, cost-effective solution: a liquid and transparent strategy that competes favorably on pricing with most mutual funds, while designed to be more inexpensive, more liquid, and more transparent than the average private hedge fund. Palladiem’s Multi-Strategy Alternative portfolio has outperformed the HFRX Global Hedge Fund Index each year since its inception in 2012 with similar volatility and low correlation to traditional asset classes.1  

For more information about this strategy the fact sheet is available here.

Palladiem’s Multi-Strategy Alternative portfolio is readily accessible on industry platforms such as Schwab Marketplace, TD Ameritrade Separate Account Exchange, Envestnet, and Folio Dynamix, or we can deliver models directly to your firm.

By making the decision to partner with Palladiem to provide your clients with liquid alternative strategies designed to help reduce total portfolio volatility and improve client outcomes, you will also be providing your clients with the benefits of:

  1. Leveraging a team with a track record of effectively managing alternatives
  2. Daily liquidity and transparency with regard to underlying strategies
  3. Easy access at a highly competitive cost

Palladiem, as an adviser-centric investment firm, has a long history of helping advisers uncover hidden opportunities in their business.  To learn more about how Palladiem can help you, contact us at info@palladiem.com or (484) 320-8809.

1 Performance gross of standard advisory fees payable to Palladiem LLC (0.60%) and does not include any other expenses not covered by the advisory fee, which will reduce a client’s return. Past performance is no guarantee of future results.