We invite you on an adventure inspired by classic hero narratives found in epic storybook tales!
Just as a hero embarks on a transformative journey, wealth management professionals are
embarking on their own quest into the realm of alternative investments.
This report mirrors the stages of a hero’s journey, from answering the call to venture beyond traditional investments, facing challenges and acquiring insights, to returning transformed with valuable strategies for clients.
Guided by the wisdom of CAIA and the expertise of four industry leaders, you’ll acquire the tools needed to ease the transition across the alternatives threshold!
Along this journey, you will meet several industry professionals who will not only shed light on the benefits and risks of alternative investments in client portfolios, but also outline crucial steps in implementing these investments effectively.
CAIA Association
Executive Summary & The Return Journey: A New Path Forward
Aaron Filbeck, CAIA, CFA, CFP, CIPM, FDP
Franklin Templeton
Building a New World: The Democratization of Alternative Investments
Sandy Kaul
Vanguard
Asking Important Questions: Determining Client Appropriateness
Fran Kinniry, CFA
Ellevest
A Better Way Forward: Aligning Portfolios with Goals
Sylvia Kwan, PhD, CAIA, CFA
NB Private Wealth
Overcoming Obstacles: Implementing an Alternative Investments Allocation
Shannon Saccocia, CFA, CIMA
Cross the threshold into the world of alternative wealth management and be prepared to be enlightened, challenged, and ultimately transformed by the alternative investments in wealth management insights within this report.
What’s Inside
- Executive Summary: Setting Off on the Alternative Investments Journey in Wealth Management
- Building a New World: The Democratization of Alternative Investments
- Crossing the Threshold: Forging Alliances, Navigating Challenges, and Recognizing Opportunities
- Asking Important Questions: Determining Client Appropriateness
- A Better Way Forward: Aligning Portfolios with Goals
- Overcoming Obstacles: Implementing an Alternative Investments Allocation
- The Return Journey: A New Path Forward
Follow a new path with Crossing the Threshold: Mapping a Journey Towards Alternative Investments in Wealth Management.