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iCapital and CAIA Launch Alts Education Program for Financial Advisors

iCapital Network, a financial technology platform focused on alternative investing for the asset and wealth management industries, and Chartered Alternative Investment Analyst (CAIA) Association, have launched AltsEdge.

iCapital Network, a financial technology platform focused on alternative investing for the asset and wealth management industries, and Chartered Alternative Investment Analyst (CAIA) Association, the credentialling body in the alternatives industry, have launched AltsEdge, a new education initiative designed to help advisors better understand alternative investments.

The AltsEdge program will initially consist of 10 guided modules covering an overview of the private markets, various types of strategies and product structures, hedge funds, registered funds, and portfolio construction. The first four modules are available now.

The 10-part educational program will cover the following topics:

Using Alternatives Wisely

Understanding the Private Markets

Private Equity I

Hedge Funds I: Industry Overview and Market Opportunities

Private Credit

Hedge Funds II: Investment Strategies and Portfolio Considerations

Real Assets

Understanding Registered Funds

Incorporating Registered Funds in Client Portfolios

Portfolio Construction

“Wealth managers are seeing heightened receptivity to alternative investments from clients, but comprehensive, foundational education continues to be cited as a barrier to increased adoption,” said Lawrence Calcano, chairman and chief executive officer of iCapital Network. “The best results occur when financial advisors and their clients are appropriately informed on the risks and considerations of investing in alternatives. This program represents both our commitment to our clients’ success and a significant leap forward for the alternative investments education marketplace.”

In January 2021, iCapital purchased AI Insight, an alternative investment education and compliance platform offering financial advisors investment research, training, qualification, and compliance support for alternative investments, including private capital, hedge funds, non-traded real estate investment trusts and business development companies, and alternative mutual funds.

Last September, iCapital announced its purchase of a portfolio analytics tool, factorE, to evaluate and manage complex portfolios that hold a mix of traditional and alternative investments.

As of December 31, 2020, iCapital Network has more than 340 employees and services more than $68 billionn in global client assets for more than 125,000 underlying accounts.

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