Issue link: https://resources.envestnet.com/i/1540867
89 © 2025 Envestnet, Inc. All rights reserved. For one-on-one use with a client's financial advisor only. Diversification with Alternative Investments Adding "alts" to a portfolio may impact the risk/reward tradeoff. 2% 3% 4% 5% 6% 7% 2% 4% 6% 8% 10% 12% 14% 16% Potential Return Estimated Standard Deviation Hypothetical Portfolio Comparison Without Alts Low Alts Allocation Moderate Alts Allocation High Alts Allocation Portfolios in this illustration were created with Envestnet | PMC capital markets assumptions. Real risks and returns will differ from our asset class estimates. Asset classes cannot be invested in directly. This illustration does not consider the impact of taxes, fees, and trading costs. 20251017-4912642