KKR seeks to educate advisers on alternatives usage

18 January 2024
| By Laura Dew |
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Global investment firm KKR has launched an education platform for financial advisers to educate them on alternative assets. 

The firm offers strategies in private equity, infrastructure, real estate, credit, capital markets and insurance. 

Its new Alternatives Unlocked platform includes information on macroeconomic insights, live presentations, webcasts, investment perspectives and educational content across private equity, infrastructure, real estate and credit. 

It said research by Cerulli has found 81 per cent of professionals agree offering alternatives to their clients can be differentiator in a crowded marketplace, but only 1.4 per cent of the US$192 trillion in the wealth sector was allocated to that asset class in 2022. 

Eric Mogelof, partner and global head of client solutions at KKR, said: “The knowledge gap around the alternatives landscape has long served as a barrier for individuals’ access to private markets. Alternatives Unlocked was created to bridge that gap, so individuals can understand the same investments that have long been a good source of returns and diversification for institutional investors.

“KKR has nearly five decades of experience delivering investment excellence for institutional investors. We are delighted to be able to share this expertise to help advisers and individual investors better grasp private markets investing in practice.”

KKR was co-founded by George Roberts and Henry Kravis in 1976 as a US-focused private equity firm and, in 2021, it acquired a 55 per cent interest in Colonial First State (CFS) from Commonwealth Bank. 

Last month, J.P. Morgan Asset Management (JPMAM) announced a partnership with financial technology platform iCapital to broaden access to its alternative investment suite.

In its 2024 Long-Term Capital Market Assumptions, the firm said alternatives continue to offer “powerful tools” supporting portfolio diversification, inflation hedging and resilient performance. 

“There is a growing appetite and surging demand, especially amongst Australian wholesale investors, to access and increase their allocations to alternatives which provide additional sources of uncorrelated returns, income opportunities, inflation management and diversification to their investment portfolios,” said Mark Carlile, head of wholesale for Australia and New Zealand at JPMAM.

Click here to read Money Management’s feature on alternative investments. 

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