September 11, 2020 by Leo Almazora —Liquid-alternative fund provider offers one-stop solution to help lower client portfolio risk.
With low interest rates and ongoing market volatility challenging returns for the traditional 60-40 balanced portfolio, investment professionals are increasingly looking to provide clients with diversification to alternative investments. One liquid-alternative ETF provider aims to make that job easier with a new one-stop investment solution.
The OneChoice Alternative Model Portfolio, newly introduced by Accelerate Financial Technologies, aims to provide portfolio managers and advisors with a simple and efficient way to gain exposure to a diversified sleeve of alternative investment strategies to complement core portfolio holdings.
“We are excited to continue to bring essential innovation to the market,” said Accelerate founder and CEO Julian Klymochko. “OneChoice was designed for advisors and portfolio managers to help lower client portfolio risk through additional diversification and increase efficiency through the automation of portfolio construction, due diligence and implementation.”
Targeting an annualized volatility of 8%, the OneChoice Alternative Model Portfolio seeks to achieve low correlation to traditional stock and bond portfolios by allocating to alternative asset classes including:
- Absolute Return – arbitrage and long-short equity;
- Private Credit – mortgages and leveraged loans;
- Real Assets – infrastructure and real estate;
- Alternative Currencies – gold and Bitcoin;
- Private Equity – buyouts; and
- Alternative Equity – alpha + beta
“OneChoice is the portfolio solution to help advisors augment traditional portfolios with a diversified sleeve of alternative strategies and save thousands of hours on portfolio construction, due diligence and implementation with the simplicity of just one choice,” Klymochko said.