Should Investors Look Beyond Their Core Portfolio

UBS outlines how investors can use 'satellite' strategies to complement core portfolios for risk mitigation, tactical growth, or long-term multi-generational objectives.

Key Takeaways

• 1.A core portfolio should be diversified across assets, typically including 30-70% stocks and 15-50% fixed income.
• 2.Satellite portfolios can be used to manage risk (capital preservation) or capture tactical growth opportunities like Chinese technology firms.
• 3.Farsighted investors with an 'endowment' style may benefit from a 20-40% allocation to alternative investments such as private equity and hedge funds.

Table of Contents

• Should investors look beyond their core portfolio?
• Global asset class preferences definitions
• Appendix
• Risk Information
• Generic investment research – Risk information

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