Accessing Credit Offerings Through a Variety of Asset Types

In a quest for less correlation to traditional equity markets and a more diversified portfolio, financial advisors are increasingly looking to private credit offerings. To effectively leverage private credit in a client’s portfolio, however, asset-level evaluation of the investment thesis is critically important. We’ll investigate private credit offerings and how to effectively evaluate not only the investment strategy but also the specific assets inside the product wrapper and capture the benefits of private credit assets.