Pilots Wealth
Management Group
Think beyond 60/40
Rebuilding resilience in traditional portfolios
Low yields, higher stock market volatility and inflation all challenge the traditional 60/40 portfolio. Tap into new sources of return, like private markets and alternatives that institutions and endowments have been using for years to manage risk and enhance returns.
Pilots Wealth Management Group
Bridging the gap
Rebuilding resilience in traditional portfolios
With historically low yields, higher stock market volatility and inflation, you may need to think beyond traditional portfolio allocations. Our stress analysis lets you test your current retirement against forward-looking projections and can help you identify ways to narrow the gap between your goals and your current allocation.
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Explore new sources of return with alternatives
We believe a 50/30/20 portfolio allocation is the new 60/40
It’s more important than ever to invest in private markets
The opportunity set in public markets is shrinking, while private markets play an
increasingly prominent role in economic growth.
A shift in value creation to private markets
As IPOs come to market today at increasingly rich valuations, there’s “less juice left in the squeeze” for the public markets.
Partners group private equity advantage
$16 billion
committed across 340+ direct and secondary investments
400
general partner relationships
1300
deals sourced in 2021 with a 4% selection rate²
Structural Advantages
We provide a framework that starts with investors’ objectives. It focuses not on what alternatives are called, but rather on what they do for portfolios.
Partners Group Private Fund
Long term Outperformance
Is your portfolio meeting expectations?
Consider redesigning your portfolios with alternative strategies that can help provide diversification or seek to amplify returns through access to private markets. Identify and narrow potential gaps with Expected Return Analyzer.
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Pilots Wealth
Management Group
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Win More by Losing Less
While many clients focus on capturing returns in a bull market, limiting a portfolio’s returns during a downturn has a bigger overall impact across market cycles. Explain this critical lesson for long-term success.
Private Equity long term Outperformance
Private Equity Small Cap Stocks Bonds Global Equities
Win More by Losing Less
While many clients focus on capturing returns in a bull market, limiting a portfolio’s returns during a downturn has a bigger overall impact across market cycles. Explain this critical lesson for long-term success.
With stocks near record highs and bond yields near record lows, you may need to think beyond 60/40.
Get access to institutional level risk management tools complementary.
Expected Return Analyzer lets you test your current portfolio against forward looking projections and may help you identify ways to narrow the gap between your goals and your current allocation.
Win More by Losing Less
While many clients focus on capturing returns in a bull market, limiting a portfolio’s returns during a downturn has a bigger overall impact across market cycles. Explain this critical lesson for long-term success.