The push into alternatives will not be stopped.
The move into private markets is well under way. It began on the institutional side, and it is now reaching wealth management with real speed. No one is going to stop it.
What allocators and advisors can do is manage how their portfolios move through it.
Every portfolio needs an anchor that holds.
As portfolios reach further into private markets, the promises made to clients, pensioners and endowments need a reliable anchor. The anchor is the least glamorous part of a portfolio, and the most important.
For years the anchor has been handled simply, with a set share of the portfolio in Treasuries. Treasuries have an important place. On their own, they are not a complete answer.
Kedrin™ anchors the promises, and leaves room to reach for alpha.
Kedrin lets allocators and advisors do what they are paid to do: select managers and assets, and build portfolios. It anchors those portfolios in the most conservative obligations for future outcomes. At the same time, it leaves them free to reach for true alpha.
Publish
Research
The Kedrin™ Framework and the research built on it, published openly.
License
The standard
The methodology, licensed to wealth platforms, alternative asset managers and insurance companies.
Advise
Independent counsel
Advice to the firms and institutions putting the standard to work.
The decision of which assets and which managers to choose rests with allocators and advisors. Period.
Wealth Management Outcomes is independent. It does not manufacture or distribute investments, and it has no affiliation with any asset manager or insurance company.
The Kedrin™ Framework