Access Alternative Investments

Further diversification means exploring the alternatives.

Today's economic landscape is forcing us to reconsider what we thought we knew about diversification1. We've discovered that traditional asset classes can behave similarly in periods of economic volatility, which historically has been bad when they're trending downward. But alternative asset classes and strategies frequently behave differently from traditional assets under the same market conditions. That means adding alternatives could help you diversify to manage portfolio risk.

Diversifying beyond traditional equities to potentially prepare for rising interest rate and inflationary environments.

Alternative assets invest in areas such as global real estate, commodities, and infrastructure, which offer exposure beyond the traditional equity portion of your portfolio. This gives you the opportunity to further diversify your portfolio, because alternative assets typically perform well in inflationary environments. When preparing for any market cycle, it’s important to consider evolving portfolios by adding alternative assets.

Alternative Assets

Seeking to achieve positive returns in various markets and reduce volatility.

During periods where the economy is facing a decline, or interest rates are low, portfolio growth may still be an important investing objective. In a global economy where uncertainty may be here to stay, it’s important to consider incorporating alternative strategies that seek opportunities to generate results similar to bonds. Various management styles and strategies such as long/short, arbitrage, and managed futures can help prepare for market downturns.

Alternative Strategies

View our lineup of alternative investments.


1 Diversification does not assure a profit or protect against loss in a declining market.

A variable annuity is a long-term, tax-deferred investment designed for retirement, involves investment risks and may lose value. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.