Whitepaper - Return Stacking:
Strategies for Overcoming a Low Return Environment
• Stretched valuations in equities and fixed income imply depressed returns and higher potential volatility for traditional portfolios.
• Reaching for yield or increasing exposure to pro-cyclical assets may help compensate for low expected returns, but can increase portfolio risk.
• Reducing exposure to equities and bonds to accommodate non-correlated assets or alternative strategies may reduce risk, but at the expense of lower potential returns and painful tracking error.
• They'll introduce a novel investment concept, accessible to all investors, which is designed to seek higher returns with less risk and low tracking error by using new products which, in combination, can provide more than $1 of exposure for every dollar invested.
• The proposed solution harnesses the full potential of traditional portfolios plus the opportunity for higher returns and risk reduction from non-correlated investments.
• This capital efficiency allows for the introduction of non-correlated return streams that stack on top of core portfolio exposures.
• They'll show how to maximize “Return Stacking” opportunities by choosing alternative fund managers already engaging in capital efficient strategies.
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RCM Alternatives (“RCM”) is a registered commodity brokerage firm which helps high net worth individuals, registered investment advisors, and institutional investors identify and access top alternative investments focused in commodities and managed futures.
In addition to assisting end investors, RCM’s low-cost, consultative, education-based approach to alternative investments is a natural fit with investment advisors, while a professional services desk assists hedge funds, commodity trading advisors, and mutual funds set up and efficiently access markets around the world.
RCM’s asset management arm, registered Commodity Pool Operator Attain Portfolio Advisors, aids investors and their advisors in accessing select managers which have been filtered through our real-time due diligence process at lower investment levels via institutional grade fund vehicles structured as Limited Liability Companies.
RCM Alternatives is a registered DBA of Reliance Capital Markets II LLC.
You should fully understand the risks associated with trading futures, options on futures, retail off-exchange foreign currency transactions (“Forex”), and investing in managed futures. Trading futures, options on futures, Forex and managed futures involve substantial risk of loss and are not suitable for all investors. You may lose all or more than your initial investment. The ability to withstand losses and to adhere to a particular trading program in spite of trading losses are material points which can adversely affect investor returns.
Opinions and recommendations are subject to change without notice. Past performance is not necessarily indicative of future results. Commodity Futures Trading Commission (CFTC) rules require delivery of a disclosure document at or prior to the time an advisory or subscription agreement is delivered. The disclosure document includes the principal risk factors and costs of participating in a particular CTA or CPO program including the potential impact of fees and expenses, the “break-even point” expressed both as a dollar amount and as a percentage return necessary to recover one’s initial investment, if applicable. The CFTC has not passed upon the merits of participating in any one particular investment or on the adequacy or accuracy of any one disclosure document.
