Constructing modern portfolios with alternatives

The most effective ways to complement traditional investments with alts

Learn how to integrate liquid alts into portfolios to provide exposure to a wider group of assets and strategies and help protect against market volatility.

How could alternative asset classes benefit your overall investment experience?

Mackenzie Portfolio Manager Matthew Cardillo, CFA discusses maximizing return over risk and minimizing correlation.


How does your portfolio compare to CPP?

See how the Canada Pension Plan incorporates alternatives into its portfolio.

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How can liquid alternative strategies improve a portfolio’s risk-return profile?

Adding liquid alts to a balanced portfolio can potentially bring higher rates of return and lower risk.

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How do liquid alternatives apply leverage and shorting?

Strategies where borrowed money and declining securities can bring superior returns.

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How will an allocation to liquid alternatives impact a portfolio’s equity exposure?

An explanation of how alts can increase portfolio diversification and reduce equity exposure.

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How much should I consider investing in a liquid alternatives fund?

Factors to consider when introducing alts into a portfolio.

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When adding liquid alternatives to a portfolio, where should the allocation come from?

This will depend on if you want to improve returns, enhance yield or reduce risk.


Why should you consider having a 10–20% allocation to alternatives in your portfolio?

Why we value a meaningful exposure to alternative assets/strategies and private markets.

Grow your alts knowledge with these topics

Discover Mackenzie’s Accessible Alternatives

Find out about Mackenzie’s suite of alternatives and how we’re making them available to more investors.

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