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iCapital Network, CAIA Partner On New Education Program For Financial Advisors

Fintech platform iCapital Network and the Chartered Alternative Investment Analyst (CAIA) Association, have partnered to launch AltsEdge, a new education initiative designed to help advisors better understand alternative investments and how they can leverage these products to improve client outcomes.

The AltsEdge program will initially consist of ten guided modules covering an overview of the private markets, various types of strategies and product structures, hedge funds, registered funds, and portfolio construction. The modules, which progress the advisor from foundational knowledge through the practical considerations in employing alternatives, are hosted on a learning management system that includes in-program learning assessments and the opportunity for continuing education (CE) credits.

“Clients will continue to want and need greater access to private markets, and they are naturally looking to their financial advisors to manage their investment diversification across a more complex set of offerings,” said William J. Kelly, CEO of the CAIA Association. “But as advisors act on a broader client allocation model, there is a need to educate. Alternative investments can be a powerful tool when understood and used properly, and we are very pleased to partner with iCapital Network to equip the advisor community with these invaluable learning materials.”

“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.”

This is the latest initiative in iCapital’s development of a comprehensive education program designed to support advisors in understanding alternatives and incorporating them into their practices. In January, iCapital acquired AI Insight, an alternative investment education and compliance platform offering financial advisors investment research, training, qualification, and compliance support for a broad range of alternative investments, including private capital, hedge funds, non-traded REITs and BDCs, 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.


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