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iCapital - Real Assets: Understanding the Sub-Strategies

Topic

Investment Planning

Program ID

302399

Hours

1

Format

Self-Study / Traditional course (50+minutes)

Complexity

Intermediate

Description

In this module, we examine the role and use of real assets (real estate, infrastructure, and natural resources). We explore the growth of real assets and consider how advisors can access these elusive investments when building diversified client portfolios.

Learning Objectives

The following are a few of the key learnings: • What role do real assets play in a diversified portfolio? • What are the merits of real estate and how can advisors evaluate them? • What are the merits of natural resources and how can advisors evaluate them? • What are the merits of infrastructure and how can advisors evaluate them? • What are the differences between public and private investments in real assets?