Asset allocation
We’ve partnered with Wilshire, a leading global financial services firm, to advise on each Yieldstreet 360 portfolio’s asset allocation.
Based on Wilshire’s long-term capital market forecasts — how it believes various asset classes will perform in the coming years — Yieldstreet developed the allocations for each portfolio.
Every year, we expect to rebalance each strategy based on Wilshire’s latest forecasts.
Fund selection
The underlying funds in each portfolio (e.g., Carlyle Tactical Credit Fund, StepStone Private Markets) are selected by Yieldstreet. Funds must pass a multi-step vetting process and be approved by the Yieldstreet Investment Committee.