For nearly 70 years, the 60/40 model (60% stocks, 40% bonds) has been the standard. But today In lower inflationary and growth environments, we've seen positive correlations diminish somewhat over the last year, but not yet going to negative territory. So therefore, a traditional 60/40 allocation is no longer able to provide the expected risk or return profile, so investors must always have other assets for diversification.
Our recommended 40/40/20 asset mix includes:
This diversified approach has historically provided stability with returns similar to public equities—while helping to reduce risk. By including factoring, real estate, and mortgage investment corporations, the 40/40/20 mix aims to balance growth and resilience for the modern investor.
Most investors think of the stock market when it comes to growing wealth. While publicly traded stocks are common, institutional investors—like pension funds, endowments, and ultra-high-net-worth individuals—have long relied on diversified portfolios that include alternative investments. Now, Green Private Wealth brings these powerful investment options to you.
At Green Private Wealth, we believe in an investment approach that’s as unique as your goals. Gone are the days of cookie-cutter strategies. Our New Way to Invest is rooted in innovation, tailored to align with what matters most to you and your lifestyle.
Ontario Teachers Pension (OTTP) (69%)
Ontario Municipal Employees Retirement Scheme (OMERS) (62%)
US Endowments (52%)
Canada Pension Plan (CPPIB) (50%)
Ultra High Net Worth (46%)
High Net Worth (22%)
Retail Investors (5%)
Annual reports for each pension plan (OTPP, OMERS, CPPIB), average for endowments, Tiger 21. Dec 31, 2021
Let Green Private Wealth guide you in leveraging these alternative investments to achieve your financial goals.
Connect with us today
and explore how a modernized investment strategy can empower your future.
Green Private Wealth is a discretionary wealth management team focused on helping investors achieve their goals using discretionary portfolio management, financial planning and tax integration. We have evolved to meet the needs of our clients and stay at the forefront of the rapidly changing wealth management landscape. Using innovative strategies in private credit, private real estate and private equity, we offer true pension style portfolio management. We believe this approach offers a more stable way to gain wealth and helps our clients avoid the volatility associated with traditional stock and bond only portfolios. We believe that, through sound planning, there is always a better way to manage risk and help your investments grow.
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