Alts for All! Implementing Alternatives into Clients’ Portfolios

Oct 14th 2020
1:00pm - 3:00pm EST
Webinar
About

About 67% of advisers say lack of understanding is one of the main reasons why they don't invest more heavily in alternatives. However, providing access to these complex investment strategies enables advisors to deliver more robust investment solutions to their clients and differentiate their product offerings in the increasingly competitive marketplace for financial advice. This session will help to address some of the complexities of dealing with alts. Topics under discussion include:

  • How can advisors gain access to alternative investments?
  • How can RIAs incorporate alternatives in client portfolios without stretching their back office?
  • Should every client consider including exposure to alternatives in an investment portfolio?
  • How can advisors explain the benefits of allocating to alternatives to their clients?
  • Understanding the liquidity constraints and other considerations in alternative investments

This webinar is two hours and scheduled 1:00 - 3:00 PM Eastern Time.

 

Download Full Agenda

Webinar Recording
Register


Registration

Contact
Assistant
Session Details
October 14, 2020

Alts for All! Implementing Alternatives into Clients' Portfolio
1:00 PM - 3:00 PM
America/New_York

About 67% of advisers say lack of understanding is one of the main reasons why they don't invest more heavily in alternatives. However, providing access to these complex investment strategies enables advisors to deliver more robust investment solutions to their clients and differentiate their product offerings in the increasingly competitive marketplace for financial advice. This session will help to address some of the complexities of dealing with alts. Topics under discussion include:


GDPR Consent Notice

I’d like to receive exclusive news, content and offers from Institutional Investor and other Euromoney group company products and services by:

You can unsubscribe at any time by clicking the "unsubscribe" link at the bottom of any communications we send you. You can also visit our preference centre.

Privacy Notice | Terms & Conditions

Contact

For more information, please contact:

Kristen Oliveri

Director, RIA Institute

kristen.oliveri@institutionalinvestor.com

 

Naina Farukh

212 224 3388

naina.farukh@institutionalinvestor.com