Inclusion of well-chosen alternative investments can result in higher risk-weighted returns over time.
Provide positive alpha
Union Wealth Management utilizes a dynamic selection of alternative fund managers for portions of our Asset Allocation. Managers are selected through a rigorous process that seeks funds with the following characteristics:
- Provide low or negative correlation to traditional asset classes
- Demonstrate high upside/low downside capture characteristics
- Hedge exposure to specific sector, interest rate, currency, or other risks
- Capture mispricing in various markets