Multi-Strategy
Enhanced 60/40 Portfolio Using Multi-Strategy Hedge Funds
The chart above exemplifies the impact the third-party multi-strategy hedge funds on our platform can have on the risk-return profile of a traditional portfolio. Including a 70% allocation to the multi-strategy hedge funds on our platform can unlock 3.05 percentage points of annualized return and reduce volatility by 7.06 percentage points.
Data as September 30th, 2022.
Source: Crystal Analytics
Time Period: 3-year time frame includes Jan 31. 2019 - Sept 30. 2022. Note: Traditional 60/40 Portfolio consists of 30% = S&P 500 Index, 30% = MSCI World Index, 40% = Barclay’s Global Bond Index. Portfolio performance is hypothetical and derived from blending the actual performance of the Multi-Strategy Hedge Funds exposures available on Crystal Capital Partner's (“CCP”) platform equally weighted at approximately 9% per Exposure. CCP use several sources of information to support the analysis (including whether a certain fund employs a multi-strategy investment process), and will make commercially reasonable efforts to ensure the reliability of the information, but make no warranty as to the accuracy, completeness or suitability of the information. Portfolio Performance is shown net of fees and expenses. It is possible that the actual performance of an Exposure is substantially different from the performance of its Indexed Fund. Not all Exposures may be available at all times due to capacity or for other reasons. Past performance is not indicative of future results. Please refer to the CCP Terms of Use and all related CCP document disclosures for more information.
Global Macro
Enhanced 60/40 Portfolio Using Global Macro Hedge Funds
The chart above exemplifies the impact the third-party global macro hedge funds on our platform can have on the risk-return profile of a traditional portfolio. Including a 70% allocation to the global macro hedge funds on our platform can unlock 8.16 percentage points of annualized return and reduce volatility by 6.10 percentage points.
Data as September 30th, 2022.
Source: Crystal Analytics
Time Period: 3-year time frame includes Jan 31. 2019 - Sept 30. 2022. Note: Traditional 60/40 Portfolio consists of 30% = S&P 500 Index, 30% = MSCI World Index, 40% = Barclay’s Global Bond Index. Portfolio performance is hypothetical and derived from blending the actual performance of the Global Macro Hedge Funds exposures available on Crystal Capital Partner's (“CCP”) platform equally weighted at 25% per Exposure. CCP use several sources of information to support the analysis (including whether a certain fund employs a global macro investment process), and will make commercially reasonable efforts to ensure the reliability of the information, but make no warranty as to the accuracy, completeness or suitability of the information. Portfolio Performance is shown net of fees and expenses. It is possible that the actual performance of an Exposure is substantially different from the performance of its Indexed Fund. Not all Exposures may be available at all times due to capacity or for other reasons. Past performance is not indicative of future results. Please refer to the CCP Terms of Use and all related CCP document disclosures for more information.
Long-Short Equity
Enhanced 60/40 Portfolio Using Long-Short Equity Hedge Funds
The chart above exemplifies the impact the third-party long-short equity hedge funds on our platform can have on the risk-return profile of a traditional portfolio. Including a 70% allocation to the long-short equity hedge funds on our platform can unlock 2.88 percentage points of annualized return and reduce volatility by 2.54 percentage points.
Data as September 30th, 2022.
Source: Crystal Analytics
Time Period: 3-year time frame includes Jan 31. 2019 - Sept 30. 2022. Note: Traditional 60/40 Portfolio consists of 30% = S&P 500 Index, 30% = MSCI World Index, 40% = Barclay’s Global Bond Index. Portfolio performance is hypothetical and derived from blending the actual performance of the Long-Short Equity Hedge Fund exposures available on Crystal Capital Partner's (“CCP”) platform equally weighted at 25% per Exposure. CCP use several sources of information to support the analysis (including whether a certain fund employs a long/short equity investment process), and will make commercially reasonable efforts to ensure the reliability of the information, but make no warranty as to the accuracy, completeness or suitability of the information. Portfolio Performance is shown net of fees and expenses. It is possible that the actual performance of an Exposure is substantially different from the performance of its Indexed Fund. Not all Exposures may be available at all times due to capacity or for other reasons. Past performance is not indicative of future results. Please refer to the CCP Terms of Use and all related CCP document disclosures for more information.