White Paper
Beyond Bonds:
The Role of Multi-Strategy Allocations in Modern Portfolios
November 2025
Credit
In today’s dynamic market landscape, the traditional 60/40 portfolio model may fall short. By diversifying across asset classes and investment strategies, investors may be better positioned to pursue income generation and capital preservation through shifting market conditions.
Key Takeaways:
- Multi-strategy funds offer diversification across asset classes, which may help reduce portfolio volatility and enhance stability.
- Funds with a multi-strategy approach can shift allocations in response to changing market conditions, potentially taking advantage of market conditions.
- Combining multiple investment characteristics within one fund structure may simplify asset allocation for investors with competing goals.
- CIM Real Assets & Credit Fund (RACR), a closed-end interval fund, recently increased its real estate allocation to capitalize on a potential CRE recovery.
CIM 4945100
20251110-4968883