Research and portfolio evidence
Right Blend Investing’s approach to alternatives reflects new perspectives about portfolio management, as shown in the exhibit alongside. These perspectives are the foundation of our investment philosophy.
The founder of Right Blend Investing, Robert Martorana, has published over 500 pages of research since 2011 as a Senior Analyst at Strategic Insight. This includes the SI Alternatives Study 2013.
The process starts with a “core” portfolio of stocks and bonds that allows for tactical moves and cost-effective rebalancing. Then we add alternative strategies that offer a range of benefits, such as inflation protection, enhanced income, volatility management, and hedging of unusual risks. This approach to portfolio management is often used by pension funds and endowments, and is nicknamed the “Endowment Model.”
Blending Alpha and Beta: Building a Mini-Endowment