With the recent decline in most risky assets, many investors have delayed allocations to private real assets, waiting for a better entry point. Making asset allocation changes is no simple task during a market downturn, but when it comes to real assets and the benefits they can offer, there’s generally no better time than now for investors to improve their portfolios’ risk-/reward profiles and position themselves for long-term success.
Eric Menzer, CFA, CAIA, AIF, global head of OCIO and fiduciary solutions, and Dr. Christoph Schumacher, global head of real assets, outline the three main reasons why investors should consider increasing or initiating a real assets allocation amid challenging market conditions.
|Eric Menzer, CFA, CAIA, AIF|
Senior Portfolio Manager, Global Head of OCIO and Fiduciary Solutions, Multi-Asset Solutions Team
|DR. Christoph Schumacher |
Global Head of Real Assets, Private Markets