RETURN STACKING
FOR IDLE MONEY

Putting your lazy money to work. Bespoke mandates that utilize idle capital to stack ReSolve’s diversifying SMA strategies on top

RETURN STACKING
FOR TRADITIONAL PORTFOLIOS

Learn how to increase portfolio real estate using Return Stacked® ETF and mutual fund providers that help you “stack” ReSolve and other alternative funds on top of traditional allocations

RETURN STACKED® 60/40:
ABSOLUTE RETURN INDEX

Using public “stacked” ETFs and Mutual Funds to create an investible index with U.S. 60% equity, 40% bonds while “stacking” diversifying alternative exposures, including tail protection, on top

NEWFOUND STRUCTURAL ALPHA MODELS

Managed by Newfound Research. A comprehensive suite of institutionally managed Return Stacked® asset allocation models, offering investment guidance and customizable solutions for a range of risk profiles

Return Stacking for Idle Money

PUTTING YOUR LAZY MONEY TO WORK

Ideal for single family offices, foundations and small to mid-sized pension plans.

By thoughtfully segregating passive segments of existing portfolios, including large single stock positions, equity indices or long duration bond securities, ReSolve will utilize available margin to stack our Evolution or Adaptive Asset Allocation mandates at bespoke levels of volatility for accounts over $10 million.

Return Stacking for Traditional Portfolios

FOR ADVISORS UNWILLING TO SACRIFICE CLIENT EXPOSURES TO TRADITIONAL ALLOCATIONS

The ReSolve team can help source and implement existing capital efficient ETFs to maintain your client’s unique asset allocations while stacking our non-correlated ReSolve funds on top. Providing a “yes and” solution to your diversifiers.

*“X-Ray” refers to the actual gross asset class and strategy exposure that is under the hood of the ETF’s and Mutual funds that make up the original portfolio.

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Return Stacked® 60/40: Absolute Return Index

A TURNKEY SOLUTION THAT PUTS THEORY INTO PRACTICE USING PUBLICLY AVAILABLE FUNDS

The Return Stacked® 60/40: Absolute Return Index aims to provide exposure to a U.S. 60% equity, 40% bond allocation while “stacking” diversifying alternative exposures, including tail protection, on top.

Stacking is achieved by allocating to a custom basket of widely available US Mutual Funds and ETFs which embed a variety of capital efficient exposures to equities, bonds and alternative strategies.

To get access to the constituents and index performance since its inception in November 2020, please click the LOGIN or REGISTER link below.

RETURN STACKED®  60/40: ABSOLUTE RETURN INDEX 
Historical Performance

Newfound Research Structural Alpha Portfolios

Pursuing Diversification Without Sacrifice

Our partner Newfound Research offers a comprehensive suite of institutionally managed Return Stacked® asset allocation models, offering investment guidance and customizable solutions for a range of risk profiles.

Model delivery benefits:

  • Diversification without sacrifice
  • Opportunity for enhanced returns
  • Improved diversification
  • ETF only

To View the Models