Chronicles of an Allocator

August 2022: Access to Alts in Wealth Management

Issue 30, August 2022

For the August installment of Chronicles, CAIA explores the growing demand for access to alternative assets within the world of wealth management. This month, Aaron Filbeck, Head of UniFi by CAIA™, speaks with Scott Reeder, Managing Director, US Wealth Advisory, Blackrock (and a UniFi by CAIA™ advisory council member). The two discuss major trends to watch, how to effectively promote education and transparency and, as products become more widely available, what the industry can do to ensure the best possible outcome for clients.