Return Stacked® Portfolio Solutions

Unlocking the Benefits of Diversification

Make room for alternatives without having to sacrifice core stock and bond exposure.

What is
Return Stacking?

Return Stacking aims to help investors unlock the benefits of diversification by using their capital more efficiently and effectively.

At its core, Return Stacking is the idea of layering one investment return on top of another, achieving more than $1.00 of exposure for each $1.00 invested.

This allows investors to maintain their core stock and bond exposure while simultaneously introducing new, diversifying return streams.

An animation visually demonstrating how return stacking can layer new exposures on top of an existing portfolio.

Why Return Stacking?

For decades, sophisticated institutional investors have thoughtfully applied leverage to include diversifying alternative strategies without diluting their core stock and bond allocations. Due to the complexity of managing derivatives, small institutions, financial advisors, and individuals have largely been locked out of this approach.

Today, professionally managed mutual fund and exchange-traded products allow investors to implement this concept.  We are developing the research, product design, and portfolio construction that unlocks this opportunity for everyone.

Pursuing Diversification without Sacrifice

Investors can introduce diversifying assets and strategies without sacrificing exposure to their traditional asset allocation.

Opportunity for Enhanced Returns

By introducing additional sources of return, Return Stacking creates the potential for outperformance, which may be particularly attractive in an environment where expected returns for traditional assets may be muted.

Potential to Improve Diversification

By thoughtfully introducing differentiated return streams, investors may gain a diversification advantage with the potential to reduce portfolio volatility and drawdowns.

What We Do

Our Solutions

ETFs
ETFs to help you implement return stacking in your portfolio.
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Model Portfolios
Turnkey solutions that can be customized to your client's risk profile to achieve a range of outcomes.
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Consulting
Learn how capital efficient funds can be used to help stack alternatives on top of traditional allocations.
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Stay up to date
with our research.

Dive deep into our research
blog where we explore the
concepts of return stacking.

  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
March 4, 2024

The primary indicator of success in the investment industry is the outperformance...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
February 20, 2024

In the pursuit of excess returns, many investors are constrained to security...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
February 12, 2024

Most asset allocation frameworks through retirement rely primarily on the investors age,...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
February 12, 2024

Capital market assumptions ("CMAs") are an important input in portfolio construction and...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
January 29, 2024

Most asset allocation frameworks through retirement rely primarily on the investors age,...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
December 20, 2023

In the realm of portfolio theory, the integration of Return Stacking emerges...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
December 4, 2023

For anyone familiar with portfolio theory, it should come as no surprise...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
November 21, 2023

With real yields reaching multi-decade highs, many investors are starting to ask...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
November 15, 2023

For many investors, leverage is a four letter word. When used appropriately,...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
November 7, 2023

Financial advisors face multiple risks tied to market cycles that can impact...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
October 26, 2023

With nominal yields for 10-year U.S. Treasuries hovering around 5%, we explore...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
October 18, 2023

Many investors look to alternatives as a way to introduce diversification into...

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