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Understanding the potential benefits of return stacking (and portable alpha) is one thing, but actually implementing the idea in practice is another. But don’t worry, we’re here to help.

All of us here at Return Stacked® Portfolio Solutions have, in one way or another, been exactly where you are.

We understand the struggle of trying to make room in a portfolio for alternative diversifiers and alpha sources.

That’s why, back in 2017, we said that we thought the next frontier of ETFs was tools that created capital efficiency, allowing investors to solve the “funding” problem of diversification (i.e. you have to sell your core stocks and bonds to make room for alternatives).

Today, we’re not only working to bring those tools to market, but also all the support an investor might want or need to help educate themselves on how to implement these ideas in practice.

How can return stacking impact your portfolio? Talk with our Advisor Solutions team.

Schedule a Strategy Review

The Potential Benefits of Return Stacking

Enhanced Returns

Seek to boost portfolio returns by pursuing alpha opportunities in the areas you have the highest conviction.

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Improved Diversification

Pursue increased portfolio stability by introducing diversifying strategies without sacrificing exposure to your core portfolio.

Reduced Behavior Gap

Strive to make it easier for clients to stick with alternatives in their portfolio by treating diversifiers as an overlay rather than a replacement.

A (Short) List of Institutions Using Return Stacking Concepts

This was the first time I was ever really introduced to portable alpha.

I was like, “Wait a minute… They’re cheating, but they’re winning.”

Jonathan Glidden

CIO, Delta Airlines

Ohio Police and Fire Pension Fund
Missouri State Employees’ Retirement System
Pennsylvania Public School Employees’ Retirement System
Oregon Public Employees Retirement Fund

State of Wisconsin Investment Board
Teacher Retirement System of Texas
Iowa Public Employees’ Retirement System
South Carolina Retirement System Investment Commission

Delta Airlines
Eli Lilly and Company
RTX Corporation
The Rockefeller Foundation

The institutions listed above all implement the core concepts of return stacking and portable alpha, i.e., investing in hedge funds while obtaining beta exposure via derivative overlays. Additional information for their implementations can be found in their respective publicly-available investment policy statements or publicly available statements made by senior members of the investment staff.

Ready to Explore What Return Stacking Can Do For Your Portfolio?

Schedule Your Portfolio Review

Protected: Unlocking the Potential of FUND NAME (FUND TICKER) with Portable Alpha

Oct 26, 2024

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The Return Stacked^® brand is co-owned by Newfound Research LLC and ReSolve Asset Management SEZC (Cayman).

Newfound Research LLC

380 Washington Street 2nd Floor
Wellesley, MA 02481
USA

ReSolve Asset Management SEZC (Cayman)

90 North Church Street
Strathvale House, 5th Floor
George Town, KY1-9012
Grand Cayman

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