The negative advisory effects on portfolio performance are even stronger for BFAs (banks) than for IFAs (independents).

FORBES: Why Advisors Don't Add Value

Second, undo the effects of uncertainty on the portfolio side, and help recycle the funds towards risky assets.

ECONOMIST: Economics focus

The oil in the portfolio can also hedge against the other economic effects of oil price shocks.

FORBES: A Shield Against The Next Oil Shock

NextEra, with 95% of its portfolio in clean or renewable fuels, noted that the mark-to-market effects of certain hedges, the net effect of other than temporary impairments (OTTI), and certain asset sales had a substantially negative effect on its earnings.

FORBES: NextEra Energy Posts Disappointing Earnings

As investors see the value of diversification into sustainable tropical forestry on their portfolio then even a small asset allocation into this asset class will have huge positive effects on forest preservation at a time the world needs stable tropical forest holdings most.

ECONOMIST: Letters

This diversity limits the effects of any one segment going out of fashion, reducing the risk of the entire portfolio.

FORBES: By Vinod Khosla