Crewe Advisors’ Post

Investors can incorporate alternative asset classes into a variety of investment strategies, methods, and risk profiles. This enables them to establish a portfolio that conforms to their unique investment needs, regardless of whether they are trying to diversify from traditional listed equities and bonds or pursuing additional sources of returns.  Sylvia S. Kwan, CFA, CAIA, Ellevest #alternativeassets #connectmoney

Change is constant. Keeping up is critical. We are proud to share a program update designed to help the wealth management industry adapt: the modernized Fundamentals of Alternative Investments (FAI) program. The definitive standard in wealth management alts education. “While this is first and foremost an investment program, FAI now truly speaks the language of the advisor and focuses on the role each strategy can play in a goals-based, client-centric approach,” says Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™. This is your chance to redefine convention and embrace the new and now. Learn more about FAI: https://bit.ly/3RNoDzU Thanks to: John L Bowman, CFA, William J. Kelly, CAIA Sarah Auerbach Anna Snider, CAIA, Head of Investment Selection, Chief Investment Office at Bank of America and Merrill, (Chair of the UniFi by CAIA Board) Jeremy Beal, Managing Director, Head of Asset Manager and Insured Solutions, Wealth Management at Morgan Stanley Phil Huber, CFA, CFP®, Head of Portfolio Solutions at Cliffwater Kristin Kallergis Rowland, Global Head of Alternative Investments at JP Morgan Fran Kinniry, CFA, Principal, Head of Vanguard Investment Advisory Research Center at The Vanguard Group Richard Kozlowski, Head of Segmented Sales, BlackRock Sylvia S. Kwan, CFA, CAIA, PhD, CAIA, Chief Investment Officer at Ellevest Jeff Masom, CFA®, Head of US Distribution at Franklin Templeton Tom Morrison, Senior Managing Director and co-President of Blackstone Private Equity Strategies (BXPE) at Blackstone Scott Reeder, Managing Director, Sixth Street Mark Robillard, CFA®, CAIA®, FRM®, Vice President, Research Analyst, Alternatives at Fidelity Investments Chris Tarui, Head of Global Alternatives Distribution, U.S. Consultant Relations, and OCIO at T. Rowe Price #UniFibyCAIA #alternativeinvestments #investing

𝐈𝐭’𝐬 𝐛𝐞𝐞𝐧 𝟏𝟎 𝐢𝐧𝐜𝐫𝐞𝐝𝐢𝐛𝐥𝐞 𝐲𝐞𝐚𝐫𝐬 𝐬𝐢𝐧𝐜𝐞 𝐈 𝐟𝐢𝐫𝐬𝐭 𝐥𝐚𝐮𝐧𝐜𝐡𝐞𝐝 𝐦𝐲 𝐝𝐢𝐬𝐜𝐫𝐞𝐭𝐢𝐨𝐧𝐚𝐫𝐲 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨𝐬, using primarily exchange-traded funds.   As I explain in the following article for Investment Executive, it was a family affair at first. Everyone, including my husband, his company, our children, my mother and I, invested in my models. 𝑰𝒏 𝒕𝒉𝒆 𝒅𝒆𝒄𝒂𝒅𝒆 𝒕𝒉𝒂𝒕 𝒇𝒐𝒍𝒍𝒐𝒘𝒆𝒅, 𝑰 𝒔𝒑𝒆𝒏𝒕 𝒂 𝒈𝒓𝒆𝒂𝒕 𝒅𝒆𝒂𝒍 𝒐𝒇 𝒕𝒊𝒎𝒆 𝒆𝒅𝒖𝒄𝒂𝒕𝒊𝒏𝒈 𝒊𝒏𝒗𝒆𝒔𝒕𝒐𝒓𝒔, 𝒃𝒖𝒊𝒍𝒅𝒊𝒏𝒈 𝒎𝒚 𝒕𝒆𝒂𝒎 𝒂𝒏𝒅 𝒎𝒆𝒏𝒕𝒐𝒓𝒊𝒏𝒈. There has been tremendous innovation in our industry over that period. ETFs are now a staple in both retail and institutional portfolios, helping expand the geographic investing frontier and offering retail investors many of the advantages of institutional investors. There are now more than 3,200 ETFs in the U.S. and more than 1,100 in Canada. 𝐈 𝐞𝐧𝐜𝐨𝐮𝐫𝐚𝐠𝐞 𝐲𝐨𝐮 𝐭𝐨 𝐫𝐞𝐚𝐝 𝐦𝐲 𝐚𝐫𝐭𝐢𝐜𝐥𝐞 𝐭𝐨 𝐬𝐞𝐞 𝐰𝐡𝐚𝐭 𝐈 𝐭𝐡𝐢𝐧𝐤 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 𝐝𝐞𝐜𝐚𝐝𝐞 𝐦𝐢𝐠𝐡𝐭 𝐛𝐫𝐢𝐧𝐠.   #prosperousandhappy #mentorship #etfs #WE #financialeducation Mélissa S.

The advantages of investing early

Inside one of the biggest investment groups in the world, with nearly $8 trillion of assets under management. In 2017, US investment behemoth Vanguard announced it would be mimicking its US approach by offering its wares directly to Brits as well. The news helped send a shiver of fear through swathes of the UK financial industry. The shares of investment managers such as Schroders, Jumper and Ashmore quivered markedly on the day it was announced, but worst affected were wealth manager platforms Hargreaves Lansdown and St James’s Place, which suddenly faced a formidable new competitor in their domestic market. Seven years on, experts are questioning whether there are choppy waters ahead. Click the link below to read the full article by Robin Wigglesworth.

Three key concepts that are important for young investors to understand are diversification, avoiding speculation and following a plan that fits their goals.

The advantages of investing early

The advantages of investing early

Are you a wealth manager who's currently allocating to private markets, or intend to allocate to private markets in the near future? Investment Week's first dedicated Private Markets Summit takes place on 9-10 May at Pennyhill Park and it will bring together wealth management leaders and private markets providers to discuss the growth of private markets in the UK. We will explore the opportunities available for wealth managers and how they can navigate this rapidly-evolving space to find the best solutions for their clients. Visit the website today for more information and to apply for your place, or contact me with any questions you have: https://lnkd.in/eWBCpm66 #privatemarkets #wealthmanagement #wealthmanager #fundmanagement

Excited to share the fifth new program on the UniFi by CAIA Association platform today. Private equity is the largest segment of the alternative investments universe, surpassing $10 trillion in AUM in the 2020s. As capital formation has moved further into the private markets and companies are staying private for longer, the breadth and depth of the private markets has transformed the private equity lifecycle into a broad and complex industry in its own right. Now, GP-stakes, secondaries, continuation funds, and evergreen structures have allowed investors to choose their own entry point. We cover all of these topics in the Private Equity Microcredential - covering the entire lifecycle of a company, from venture capital, to growth, to buyouts, as well as important portfolio implementation considerations. The program is eligible for 7.5 CE credits from CFP Board, Investments & Wealth Institute, and the Canadian Investment Regulatory Organization. Press release: https://lnkd.in/ePeb6FR6 Learn more and enroll here: https://lnkd.in/ekZ-KaHs Corporate enrollments reach out here: https://lnkd.in/eNC2buJj Stay informed: https://lnkd.in/eKQH-q6E Thanks to Meketa Capital, FS Investments, and Cliffwater for their sponsorship of the program. A huge thank you to our working group for their input and participation, including contributions from John Brecker, CAIA, Sylvia S. Kwan, CFA, CAIA, Jill Guess, CAIA®, Kelly Klobucar, Brendan Conway, Chris Wilde, CFA, Nic Millikan, CFA, CAIA, Michael Bell, Margret Duvall, Tyler Bain, Daniel Wilk, CAIA, Michael Ludlow, Josh Belvedere, CFA, and Phil Huber, CFA, CFP® #privateequity