Systems and methods for portable alpha-plus fixed income products

A method for investing funds of an investor, the method comprising:

• storing data regarding the investor in a computer database, wherein the data comprises a liability objective for the investor for the funds;
• analyzing a number of computer-implemented simulations performed by a computer system to determine return characteristics for potential investments of the funds, wherein the return characteristics comprise expected returns and at least one distribution characteristic of the expected returns, wherein the computer system comprises at least one computer with a processor and a memory;
• investing a first portion of the funds in an alpha-generating portfolio based on the analysis of the simulations, wherein the alpha-generating portfolio is a portfolio for generating a return, a portion of which comprises an alpha return portion that is a return over a passive return of a benchmark;
• investing a second portion of the funds in a fixed-income portfolio;
• performing a first computer-implemented quantitative analysis of a return of the alpha-generating portfolio by the computer system to determine one or more first exposures of the alpha-generating portfolio;
• performing a second computer-implemented quantitative analysis of a return of the fixed-income portfolio by the computer system to determine one or more second exposures of the fixed-income portfolio;
• and
• entering into one or more derivative contracts to add a third exposure to the one or more first exposures of the alpha-generating portfolio and the one or more second exposures of the fixed-income portfolio such that a sum of the first, second, and third exposures equals a target exposure of the investor that is based on the liability objective of the investor for the funds.