Core-Satellite Strategy

A diversified approach to portfolio construction

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.

Core equity and Fixed income image


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