Build from the Bear Up
Build from the bear up with a 40/30/30 portfolio.
See the bear differently
Finding resilience in every market. We're transforming the bear—long seen as the symbol of fear and downturns—into a rallying call for preparation, perspective, and progress. By learning from market cycles, not reacting to them, investors and advisors can build smarter, more resilient portfolios. The goal isn’t to outrun risk—it’s to understand it, prepare for it, and invest through it with greater certainty.
Join how the world invests
An evolution in investing. Just because something is good, doesn’t mean it’s good enough. The traditional portfolio was created decades ago, and it hasn’t evolved since. Designed to balance growth from stocks with safety from bonds, it relied on them moving in opposite directions. But today, with stocks and bonds moving more alike, this approach no longer provides the same stability, putting investor’s portfolios potentially at risk.
An evolution in investing
Consider a 40/30/30 portfolio. Just because something is good, doesn’t mean it’s good enough. The traditional portfolio was created decades ago and it hasn’t evolved since. Designed to balance growth from stocks with safety from bonds, it relied on them moving in opposite directions. But today, with stocks and bonds moving more alike, this approach no longer provides the same stability, putting investor’s portfolios potentially at risk.
The future of investing is fortified
A foundation built on theory and practice Traditional 60/40 portfolios are under pressure in a world of persistent inflation, geopolitical instability, and overvalued asset classes. The 40/30/30 model - 40% equities, 30% fixed income, and 30% alternatives - can offer a more resilient approach designed for today’s complex markets. Grounded in both historical data and forward-looking theory, this portfolio mix can help improve diversification, reduce volatility, and unlock new sources of return.
40/30/30: Unlock benefits of a smarter portfolio approach
quality returns
True diversification
Correlation matters
Risk as a Lever
Greater Certainty
Minimize Volatility
Supporting the shift
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