Strategy Spotlight Building Diversified Equity Allocations: PIMCO StocksPLUS StocksPLUS strategies seek to provide a transparent and diversifying source of potential excess returns.
Investors often have two priorities when building active equity allocations: excess returns and diversification. Confidence in a manager’s potential to deliver excess returns may come from in-depth due diligence of the manager’s resources, investment process, track record and competitive advantage. Diversification may come from combining multiple managers with complementary styles, risk/return profiles and sources of alpha. PIMCO StocksPLUS strategies can be an important component of a diversified equity allocation, seeking to provide a transparent and diversifying source of potential excess returns.Evolution of equity diversification – from beta to alpha To Read the Full Article Log In Or Register
Strategy Spotlight Plan Design in an Inflation‑Sensitive World A multi-real-asset strategy may help plan participants preserve and grow purchasing power, enhance portfolio diversification, and mitigate inflation risks.