Alt Investments

KKR Unveils Advisor, Client Alternative Investment Education Platform

Editorial Staff 18 January 2024

KKR Unveils Advisor, Client Alternative Investment Education Platform

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.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes