From AssetMark:
New Investment Strategies to Help Advisors Navigate Market Volatility
Investors’ emotions and short-term behaviors can get in the way of their long-term financial goals. Challenging markets can be overwhelming, but they also offer opportunities to lean in, connect and deepen relationships with clients. Three new strategies will be available at AssetMark in early October that can help advisors with their clients’ concerns about portfolio diversification and income.
Two new alternative investment-focused mutual fund strategies will be available from BlackRock and Stone Ridge1 that can provide portfolio diversification from traditional stock and bond investments, both of which have been challenged this year.
A new income-oriented Separately Managed Account (SMA) will be available from Federated Hermes that generates dividend income through investment in defensive equities. Equity income portfolios can be used to complement existing traditional fixed income allocations with less sensitivity to rising interest rates.
Strategies For Turbulent Markets
- Two new liquid alternative strategies with lower correlation to traditional equities and bonds
- Access to unique, traditionally high-net-worth asset classes such as direct real estate, through a mutual fund wrap structure
- New income oriented SMA offers dividend income as well as long-term capital appreciation potential while seeking to limit downside risk
- Strategy due diligence performed by AssetMark Due Diligence Team2
| Strategy Name | Investment Approach | Investment Minimum | Platform Fee3 |
| Stone Ridge Diversified Alternatives Fund Strategy | Bonds & Bond Alternatives | $10,000 | 25 bps |
| BlackRock Opportunistic Alternatives | Bonds & Bond Alternatives | $25,000 | 60 bps |
| Federated Hermes Strategic Value Dividend | Enhanced Return Focus | $50,000 | 75 bps |
Market Volatility Strategies
View Resources
- Stone Ridge Diversified Alternatives Fund Strategy Factsheet
- Stone Ridge Diversified Alternatives Fund Investment Process
- BlackRock Opportunistic Alternatives Factsheet
- BlackRock Opportunistic Alternatives Investment Process
- Federated Hermes Strategic Value Dividend Factsheet
- Federated Hermes Strategic Value Dividend Investment Process
For more information about these new strategies, contact your Strategic Accounts representative directly.
1 Stone Ridge Asset Management is a boutique financial services firm based in New York focused on alternative strategies with $15 billion in assets under management.
2 Part of AssetMark, Inc.
3 Platform fees tier down based on household assets
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