INSIGHTS

Leverage in Portfolios

Our latest Topics of Interest paper hopes to shed light on one segment of today’s investment challenge, the benefits and risks associated with using leverage. This paper finds that for investors with sufficient capital to leverage market opportunities and allocate to a wide range of asset classes, and with an appropriate Enterprise Risk Tolerance to accept the range of outcomes involved, modest leverage may be responsibly employed to provide greater diversification of risk while maintaining a similar return target.