Quarterly Newsletter With a Deeper Look at Top-of-Mind Issues for Institutional Investors
In Search of Complementary Return Streams
Markets today seem more vulnerable to the influence of broad patterns, leading many investors to search for curated and distinctive return streams. The objective is to complement familiar portfolio building blocks in a diversified asset allocation. In this quarter’s edition of ABIQ, we take a closer look at three avenues for augmenting portfolios.
Structured equity strategies analyze fundamentals to identify undervalued securities, while managing portfolio risk and neutralizing factor tilts. Systematic fixed income approaches rely on different performance drivers to complement traditional bond portfolios. And asset-based finance aims to tap income from a wide variety of assets backed by diverse collateral types.
We hope you find this collection of topics insightful as you assess portfolio design with one quarter of 2026 behind us—and three likely eventful ones ahead.
