Retirement Solutions | Investment Insight
January 03, 2023
At the Forefront of Democratizing Finance
Apollo is empowering a broad range of retirees and individual investors by offering them greater access to institutional-quality, diversified investment products.
Apollo is providing individuals with access to institutional quality investment products that can help grow savings and generate lifetime income. Learn more about how Apollo is at the forefront of democratizing finance.
Tags
In conversation with David Rubenstein at the Economic Club of Washington, D.C., CEO Marc Rowan discusses why, amid a growing retirement crisis, investors need to re-evaluate their understanding of private markets. Much like public markets, investments in the private markets can be either safe or risky; the main difference between public and private is liquidity, not risk.
Benchmark constraints can create unintended concentration in fixed-income portfolios, hindering alpha-generation potential. Relaxing these restrictions may enhance diversification and help unlock potential excess returns. In this paper, we illustrate how integrating less-constrained or unconstrained strategies can help enhance long-term risk-adjusted performance.
Individual investors have long been told that a diversified portfolio of public equities and bonds is the key to a successful retirement plan. While that held true for a long time—the mantra is now being challenged.