Legacy 60/40 portfolios are buckling under the weight of modern market challenges. Low yields, high inflation, and geopolitical uncertainty have driven family offices to rethink their approach to risk and return. Instead, they’re constructing customized, diversified portfolios. Learn how.

A 2020 U.S. Department of Labor guidance (under the Trump administration) gave 401(k) plan fiduciaries a green light to include private equity exposure in diversified vehicles like target-date funds (TDFs) or balanced funds. But there is more to having a new asset class in your 401k than simply allowing it to be included.

The rise in public equity prices during the ZIRP and quantitative easing years was mirrored in the private equity space as an abundance of cheap debt armed an ever increasing number of buyout funds with the ammunition they needed to complete deals.

The Venture Capital Index performance by TR / DSCQ continues to justify the “smart money” title

The Venture Capital index demonstrates amazing results by controlling losses and magnifying returns – the “smart money” appears to know what it is doing.