joshhile1, Author at Citizen Mint

Strategic Asset Allocation, the Endowment Model and the Growing Importance of Private Markets in Portfolios

Learn more about why strategic asset allocation and allocation to private markets in portfolios are essential components of a well-rounded investment strategy.

Why is renewable infrastructure a compelling and defensive asset class?

Renewable infrastructure is an asset class that many investors are starting to incorporate in their portfolios due to its compelling risk and return characteristics. The asset class provides both compelling returns as well as many defensive characteristics through multiple market cycles.

New Tool: How privates can enhance returns

We created what we think is a handy new tool to evaluate how private markets investments could influence your portfolios over time. This tool allows you to set a traditional portfolio like a 60/40, 60% traditional stocks and 40% traditional bonds, and then review hypothetical returns as if you would have been invested in private markets over the last 20 years.

Copyright © 2023 Citizen Mint

Company

Legal & regulatory

Join the community

Join our impact investor community and be notified of the latest industry news!

*Financial projections or returns displayed on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results.

Disclosures: No communication by Citizen Mint Inc. or any of its affiliates (collectively, “Citizen Mint”), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Nothing on this website is intended as an offer to extend credit, an offer to purchase or sell securities or a solicitation of any securities transaction.

Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that Citizen Mint believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor.

Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by Citizen Mint or any other party, and MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment.