The firm is addressing what it says is an issue around lack of knowledge of the alternative assets space.
Investment firm KKR has
unveiled a digital platform to help advisors and their clients
better understand alternative investments such as private equity,
real estate and hedge funds.
The platform contains content such as macroeconomic insights,
investment perspectives and educational information across
private equity, infrastructure, real estate, and credit asset
classes.
“The knowledge gap around the alternatives landscape has long
served as a barrier for individuals’ access to private markets.
Alternatives Unlocked was created to bridge that gap so
individuals can understand the same investments that have long
been a good source of returns and diversification for
institutional investors,” Eric Mogelof, partner and global head
of global client solutions at the New York-listed firm,
said.
The firm cited figures from Cerulli Associates, PwC and McKinsey,
showing that 81 per cent of financial professionals agree that
offering opportunities in alternatives investment is a
competitive differentiator, only 1.4 per cent of the estimated
$192 trillion in the wealth sector globally was allocated to
alternative asset classes in 2022.
Features of the KKR platform include multimedia content from
experts across private market asset classes, with live
presentations and events presented by investment professionals
and product specialists; topics from basic concepts to complex
portfolio construction topics; a digital, interactive experience
with foundational materials; and a webcast platform offering
continuing education credits exclusively for advisors.
KKR isn’t the only organization getting into the education
business for advisors. CAIS, the US alternative
investment platform for independent financial advisors, has
launched CAIS Live, a new education program which features
one-day, in-person events for independent advisors. The firm said
the vast majority – 85 per cent – of surveyed advisors are set to
boost allocations to alternative assets by 2025.