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Article: Reimagining the 60/40 Portfolio with Private Equity Secondaries
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Secondary private equity can potentially enhance the return and risk profile of a traditional 60/40 portfolio.

August 12, 2025

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Could Your Clients Benefit From an SMA?

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Separately managed accounts (SMAs) have been around for over 50 years. Here’s what you need to know to determine if one is a good fit for your clients.

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