UniFi by CAIA Crossing the Threshold - 18

Crossing the Threshold:
Forging Alliances, Navigating Challenges,
and Recognizing Opportunities
At this stage, you have answered our call to adventure and have begun
the journey. However, while we've given you initial knowledge and
tools to equip you for this journey, you now face a critical step: moving
forward into an unfamiliar world. It's time for you to continue what you
started, cross the threshold, and overcome the challenges that await.
While many industry forces are behind the democratization of
alternative investments, and the results from integration may be
compelling for a total portfolio, several steps still need to be addressed:
Step One: Ask the right questions about appropriateness and
expertise, for both you and your clients.
Step Two: Put any new investment opportunity in the context of
what it will accomplish (or not) for your client's goals and objectives.
Step Three: Take action by integrating, implementing, and thinking
long-term.
In the upcoming legs of your journey, insights from industry experts will
be shared. Fran Kinniry, CFA, principal and head of Vanguard Advisor
Research Center, Sylvia Kwan, PhD, CAIA, CFA, chief investment officer
at Ellevest, and Shannon Saccocia, CFA, CIMA®, chief investment officer
at NB Private Wealth, offer guidance and wisdom to support you along
the way.
18 CROSSING THE THRESHOLD

UniFi by CAIA Crossing the Threshold

Table of Contents for the Digital Edition of UniFi by CAIA Crossing the Threshold

UniFi by CAIA Crossing the Threshold - Cover
UniFi by CAIA Crossing the Threshold - IFC
UniFi by CAIA Crossing the Threshold - 1
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UniFi by CAIA Crossing the Threshold - Back Cover
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