A New Vantage Point: The FAI Certificate Program - 2

Why Wealth Managers Need
(and Want!) to Learn about Alts
Today, wealth managers recognize the importance of a holistic view when it comes to managing
their client's portfolios - which has led to a mainstream acknowledgment of the significant role
alternative investments can play. Understanding alternative investments is crucial to providing
comprehensive solutions that align with an individual's risk tolerance, financial goals, and unique
circumstances.
The drivers of democratized access to alternative investments come down to major shifts in
supply, demand, and accessibility:
* Supply - As per a revealing statistic from the Boston Consulting Group, although
alternatives represent 21% of Assets Under Management (AUM), they contribute to a
staggering 50% of the industry's revenue. The asset management arm has shown a
heightened interest in this space, underscoring a critical need for educating advisor and
wealth management professionals in distribution and business development.
* Demand - Wealth advisors are keen on allocating funds to alternative investments,
recognizing their potential value in meeting client objectives through this everexpanding
toolset. However, a prevalent challenge lies in navigating where and how
to gain this practical knowledge. While alternative investments enrich the toolset
available to advisors, these strategies are intricate and necessitate a strong educational
foundation for effective integration.
* Accessibility - The once exclusive realm of alternative investments is now increasingly
accessible, challenging wealth managers to broaden their expertise through practical
education that adapts to the changing investment landscape.
Navigating the realm of alternative investments entails understanding the abundant opportunities
and complexities. Wealth managers need clear, objective, and practical education to harness the
true potential of alternative investments for the benefit of their clients.

https://www.bcg.com/publications/2023/the-tide-has-changed-for-asset-managers https://www.investmentnews.com/fpa-rolls-out-welcome-mat-for-alternative-investments-240019

A New Vantage Point: The FAI Certificate Program

Table of Contents for the Digital Edition of A New Vantage Point: The FAI Certificate Program

A New Vantage Point: The FAI Certificate Program - Cover
A New Vantage Point: The FAI Certificate Program - 1
A New Vantage Point: The FAI Certificate Program - 2
A New Vantage Point: The FAI Certificate Program - 3
A New Vantage Point: The FAI Certificate Program - 4
A New Vantage Point: The FAI Certificate Program - 5
A New Vantage Point: The FAI Certificate Program - 6
A New Vantage Point: The FAI Certificate Program - Back Cover
https://www.nxtbookmedia.com