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Investment Planning Knowledge Circle: Return Stacking: Strategies for Overcoming a Low Return Environment

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The November 2021 Investment Planning Knowledge Circle will be held on Thursday, November 18 at 3 pm ET.  Guest speaker Rodrigo Gordillo will be presenting, "Return Stacking: Strategies for Overcoming a Low Return Environment." 

In this presentation Rodrigo will cover:

  • Stretched valuations in equities and fixed income imply depressed returns and higher potential volatility for traditional portfolios.
  • Reaching for yield or increasing exposure to pro-cyclical assets may help compensate for low expected returns, but can increase portfolio risk.
  • Reducing exposure to equities and bonds to accommodate non-correlated assets or alternative strategies may reduce risk, but at the expense of lower potential returns and painful tracking error.
  • A novel investment concept, accessible to all investors, which is designed to seek higher returns with less risk and low tracking error by using new products which, in combination, can provide more than $1 of exposure for every dollar invested.
  • The proposed solution harnesses the full potential of traditional portfolios plus the opportunity for higher returns and risk reduction from non-correlated investments.
  • How capital efficiency allows for the introduction of non-correlated return streams that stack on top of core portfolio exposures.
  • How to maximize “Return Stacking” opportunities by choosing alternative fund managers already engaging in capital efficient strategies.

Rodrigo Gordillo, CIM

President & Portfolio Manager

ReSolve Asset Managemetn Global™

Rodrigo is President & Portfolio Manager of ReSolve Asset Management SEZC and has over 15 years of experience in investment management.

He has co-authored the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times – and Bad (Wiley) as well several whitepapers and research focused on adding new insights to the quantitative global asset allocation space. Rodrigo began his career on the institutional side with John Hancock before transitioning to the ultra-high net worth space at a boutique wealth management firm. Subsequently, Rodrigo continued to evolve his quantitatively focused investment methodology as Portfolio Managers at Macquarie Canada and Dundee Goodman Private Wealth before launching ReSolve Asset Management Inc in 2015 and ReSolve Asset Management SEZC in 2020.

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Investment Planning Knowledge Circle: Return Stacking: Strategies for Overcoming a Low Return Environment
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0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available