Design of the Satellite

The satellite component of a portfolio affords access to a range of asset classes and investment strategies not available through the core. This allows pursuit of superior returns and/or enhanced diversification.

Satellite Investment options can include non-indexable assets such as high yield bonds and global real estate. Diversification can also be enhanced through the use of idiosyncratic active investment managers and alternative investment managers in areas such as commodities, equity long/short strategies, managed futures and hedge fund of funds.

• Higher return potential in certain asset classes and strategies

• Access to tax deferral structures

• Higher potential wealth accumulation