Institutional Access for Retail Investors
Institutional investing models have historically been effective in their use of alternative strategies as a driver of diversification and returns. And while access to this style of investing has long been the domain of institutional clients, similar strategies are increasingly being made available to retail clients.
This call focuses on the burgeoning access of retail clients to institutional asset managers and strategies. The first evolution is simply providing clients with a solution that mimics many of the successful aspects of institutional investing. Often alongside this approach is a simultaneous introduction to institutional asset managers that are often beyond the reach of most clients.
Listen to Recording:
Explore the reasons behind this evolution and how clients can best benefit from increased access.
Julianna Ingersoll, Portfolio Manager, RREEF Property Trust (Deutsche Asset Management)
Don MacKinnon, Portfolio Manager at Sound Point Capital Management, LP
Daniel Wildermuth, Portfolio Manager, Wildermuth Endowment Strategy Fund
Moderator: Scott Smith, JD, CEO and President, FactRight, LLC