A core-satellite strategy can help ensure investors are well-diversified across asset classes.
Centered around Union equity and fixed income portfolios
Core investments provide a broad foundation
Satellite and alternative investments provide potential for higher risk-adjusted returns
U.S. dividend growth stocks and global investment grade bonds provide a broad foundation. Satellite investments help provide diversification and the potential for higher returns over time due to low correlation to the overall stock market.
This graphic is very complex and is not easily described. For more information and a better explanation please contact us at 1-855-244-3767. A support representative will be able to assist you.