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What's the Alternative? | Episode 27 | Stacking the Deck: Redefining Alternative ETF Models with Jeremy Schwartz
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Banrion Capital Management and Shana Orczyk Sissel에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Banrion Capital Management and Shana Orczyk Sissel 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of 'What's the Alternative?', Shana Orczyk Sissel, founder and CEO of Banrion Capital Management, chats with Jeremy Schwartz, Global Chief Investment Officer at WisdomTree. They delve into their groundbreaking collaboration—a cutting-edge ETF model that blends traditional investments with innovative alternatives. Discover how a 60/40 portfolio can be supercharged with a 20% allocation to alternatives through the concept of return stacking. The discussion highlights the strategic use of leverage, the benefits of WisdomTree's open architecture approach, and the pivotal role of Quorus in seamless model implementation.
The conversation between Shana and Jeremy provides valuable insights into how innovative approaches and collaborations can redefine the world of alternative investments. To learn more about WisdomTree and their offerings, interested parties can reach out to the contacts provided in the show notes.
Key Takeaways:
- Return Stacking: WisdomTree's approach to integrating alternative investments allows for enhanced return potential without compromising core equity positions.
- Understanding Leverage: Leverage, if used intelligently, can be a powerful tool in portfolio management, providing ample opportunity for gains.
- Diversification through Alternatives: Incorporating a well-selected mix of alternative investments can diversify a portfolio, reduce risk, and enhance returns.
- Efficient Implementation: Collaborations with platforms like Quorus make it easier for advisors to integrate and manage complex investment models efficiently.
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