The Versatile Asset: How to Incorporate Private Credit in Client Portfolios

In this webcast, experts will discuss how asset allocation is not a trivial exercise; it can seem even more complicated with alternative investments. They will focus on the real-world challenges advisors must solve to implement a private credit allocation, such as how to optimally source the exposure, address the impact of fees and evaluate the pros and cons of different investment vehicles. They will cover topics such as why direct lending is a powerful income-boosting diversifier for the traditional 60/40 portfolio, how to source a direct lending allocation to achieve distinct but common client goals, and what features advisors should consider when selecting an investment vehicle. They will provide portfolio considerations, as well as cover the outlook for 2025.