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The Alts Institute Advisor Hub
Alts Insights to Action
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Informed by Research. Built for Advisors. Focused on Results.
As alternatives become increasingly important to investor portfolios, this hub is designed to help advisors build their alts expertise, enhance their practice and engage in more tailored, actionable conversations with their clients.
These insights and practice management resources are informed by our proprietary research and conversations with advisors and high-net-worth investors about their experience with alternatives and what they’d like to see in this new era of alternatives investing.
The Alts Starting Point
Advisors continue to play a critical role in helping investors understand, access and use alternatives. Our new video series, The Alts Starting Point, offers clear guidance on how alternatives can complement traditional portfolios, strategies for addressing common client questions, and steps you can take to deepen your alts knowledge.
These practical insights offer a road map for seamlessly integrating alternatives into your practice, benefiting your business and your clients.
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11-Part Series
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Part 1
Practice-level benefits
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Part 2
The value of proactive conversations
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Part 3
Addressing client misconceptions
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Part 4
Categories of alternatives
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Part 5
Private market considerations
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Part 6
Portfolio construction
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Part 7
Customization strategies
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Part 8
Client comfort and confidence
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Part 9
Advisor education
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Part 10
Manager selection
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Part 11
The evolving landscape
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The Alts Starting Point
Survey Methodology
Brookfield Oaktree Wealth Solutions commissioned CoreData Research to conduct separate online surveys of 300 financial professionals with an average practice AUM of US $633 million in the U.S. and Canada and 625 high-net-worth investors with at least U.S. $2.5 million in household investable assets in the U.S., Canada, Hong Kong, Singapore, and Taiwan between April and June 2024.
A Word About Risk
Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. An investment in an alternative investment entails a high degree of risk, and no assurance can be given that any alternative investment funds investment objectives will be achieved or that investors will receive a return of their capital.