Launch of Sanctuary Wealth AltVantage Program ("SWAP") Provides Advisors With Enhanced Alternative Investment Education for the Next Wave of Client Wealth
Launch of Sanctuary Wealth AltVantage Program ("SWAP") Provides Advisors With Enhanced Alternative Investment Education for the Next Wave of Client Wealth
Advisors enrolled in the UniFi by CAIA Fundamentals of Alternative Investments certificate program are sponsored by Franklin Templeton and FS Investments
UniFi by CAIA替代性投资证书计划的顾问由Franklin Templeton和FS Investments赞助。
SWAP provides Sanctuary Partner Firms training and education on using alternative investment to benefit clients
SWAP为圣所合作伙伴提供使用替代性投资来惠及客户的教育培训。
INDIANAPOLIS, Aug. 12, 2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), providing elite financial advisors the freedom, flexibility, control and choice to thrive in an evolving industry, recently launched the Sanctuary Wealth AltVantage Program ("SWAP") in partnership with CAIA Association, the global professional body for the alternative investments industry. SWAP will offer Partner Firms complimentary access to the Fundamentals of Alternative Investments (FAI) certificate program on the UniFi by CAIA platform through a sponsorship with Franklin Templeton and FS Investments.
2024年8月12日,印第安纳波利斯 /美通社/-- Sanctuary Wealth(Sanctuary)近日与CAIA协会(替代投资行业的全球专业机构)携手合作推出了Sanctuary Wealth AltVantage Program(“SWAP”)。 SWAP将通过与Franklin Templeton和FS投资的赞助为合作伙伴提供免费访问UniFi by CAIA平台上关于替代性投资基础知识的证书计划。
The FAI certificate program educates advisors to effectively position alternative investments in a client's portfolio and communicate their unique benefits, drawbacks, and implementation considerations. Sanctuary's initiative underscores its commitment to continuous improvement and development of advisors through unique and exclusive resources.
FAI证书计划教育顾问如何有效地将替代性投资纳入客户投资组合,并传达其独特的好处、缺点和实施考虑。圣所的举措强调了其通过独特和独家资源持续改进和发展顾问的承诺。
This initiative will be spearheaded by Patrick McGowan, Head of Manager Research and Alternative Investments, recently appointed to the UniFi by CAIA Advisory Council who will provide valuable insights to Sanctuary's investment professionals.
该计划将由Patrick McGowan领导,他是UniFi by CAIA咨询委员会的负责人,为圣所的投资专业人员提供宝贵的洞见。
He will lead the inaugural cohort of Sanctuary Partner Firms in the FAI certificate program, supplementing the program with a monthly forum to engage in in-depth discussions on alternative investments, analyze market trends, and explore sophisticated portfolio construction techniques.
他将领导圣所合作伙伴公司在FAI证书计划中的首届实践课程,并通过每月论坛加强课程内容。论坛将进行深入的替代性投资讨论、分析市场趋势并探索复杂的投资组合构建技巧。
"SWAP represents a pivotal opportunity for our Partner Firms to deepen their understanding of the alternative investment landscape," said Mr. McGowan. "With projections indicating a potential $20 trillion influx of capital into the alternative space in the coming years, it's crucial that our Partner Firms are well equipped to navigate and capitalize on these opportunities for our clients."
麦高文表示:“SWAP对我们的合作伙伴公司来说,深入了解替代投资领域的机遇具有标志性意义。随着预测显示,在未来几年中有可能会流入约20万亿美元到这个领域,我们的合作伙伴公司无论在导航和利用这些机会方面都必须配备良好的工具以服务于客户。”
The Fundamentals of Alternative Investments Certificate
The FAI certificate program is accessed through UniFi by CAIA, a learning platform designed to educate professionals across the private wealth management industry. The Fundamentals of Alternative Investments program represents the flagship certificate of the UniFi by CAIA platform.
替代性投资证书计划
FAI证书计划通过UniFi by CAIA平台获得,该平台旨在为私人财富管理行业的专业人士提供教育。替代性投资基础知识证书计划是UniFi by CAIA平台的旗舰证书。
The program provides a foundational overview of alternative investments from the perspective of client-facing professionals. The program's coverage takes a goals-based approach to alternative investments. It covers strategies like private equity, private credit, real assets, and hedge funds and methods of accessing and implementing them into a client's portfolio. Upon passing a quiz at the end of each module, participants will receive a certificate of completion and can showcase their achievements through a digital badge. The program is 15 hours and qualifies for CE credit from the CFP Board, IWI, CIRO, and NASBA.
该计划从客户面临的角度提供替代性投资的基本概述。该计划采用以目标为基础的替代性投资方法。它涵盖了像股权投资、私募债券、实物资产和对冲基金等策略,以及访问和将这些策略纳入到客户投资组合中的方法。通过在每个模块的结尾通过测验,参与者将获得完成证书并通过数字徽章展示他们的成就。该计划为15个小时课程,并获得CFP委员会、IWI、CIRO和NASBA的继续教育学分。
Aaron Filbeck, CAIA, CFA, CFP, CIPM, FDP, Managing Director and Head of UniFi by CAIA at CAIA Association, said, "We've seen a multi-year trend of providing better access to alternative investments for the wealth management community. When implemented correctly, alternative investments can enhance client outcomes, but they also bring more complexities than traditional markets and therefore require further education. We're thrilled to see Sanctuary embrace FAI as the core piece of the SWAP program under Patrick and the rest of the Sanctuary leadership team. Starting with education can only improve client outcomes."
Aaron Filbeck(CAIA,CFA,CFP,CIPm,FDP),CAIA协会的UniFi by CAIA主任,表示:“我们已经看到为财富管理社区提供更好的替代性投资渠道的多年趋势。当正确实施时,替代投资可以增强客户的投资结果,但它们相对于传统市场带来更多的复杂性,因此需要更多的教育。我们很高兴看到圣所领导团队在Patrick的带领下,将FAI作为SWAP计划的核心部分。从教育开始只会改善客户结果。”
Oksana Poznak, Director of Strategic Partnerships, has adeptly spearheaded the cultivation of pivotal alliances with market-leading institutions. "The response to SWAP from our Partner Firms has been overwhelmingly positive," said Ms. Poznak. "We're trying to better equip our advisors for the growing demand coming from democratizing alternative investments. We thank our Strategic Alliance Partners, Franklin Templeton and FS Investments, for their support in bringing this program to our advisors. Their contributions will allow them to excel in this increasingly important part of the market."
战略合作主任Oksana Poznak 凭借自己市场领先机构的开拓精神成功领导了关键联盟的培育。Poznak女士表示:“我们的合作伙伴公司对SWAP的响应非常积极。我们在努力为我们的顾问提供来自替代性投资民主化需求的增强工具。我们感谢我们的战略伙伴Franklin Templeton和FS投资对我们的顾问带来这个计划的支持,他们的贡献将使他们在市场这个日益重要的部分中更加出类拔萃。”
About Sanctuary Wealth
Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve. Sanctuary is committed to providing partner firms with unequaled freedom, flexibility, control and choice through an ecosystem of partnered independence that offers a complete technology and operations platform, support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes more than 120 partner firms in 30 states nationwide, with approximately $42 billion in assets on platform. Sanctuary Wealth consists of the wholly owned subsidiaries: tru Independence and Sanctuary Advisors LLC, SEC-registered investment advisers, Sanctuary Securities, Inc., a FINRA member broker-dealer, as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.
关于圣所财富
Sanctuary Wealth(sanctuarywealth.com/)是为下一代精英顾问提供高级平台,具有创业精神,可以建立、拥有并在其实践中创建持久股权,并为客户提供定制服务。圣所致力于通过生态合作伙伴关系提供合作伙伴公司无与伦比的自由、灵活性、控制和选择,并提供完整的技术和运营平台以及来自志同道合的顾问社区和有价值的附属业务资源支持。目前,圣所财富网络在全国30个州拥有120多个合作伙伴公司,平台上的管理资产约为42亿美元。圣所财富包括子公司:tru Independence和Sanctuary Advisors LLC,SEC注册投资顾问,Sanctuary Securities, Inc.,FINRA 成员经纪商,以及Sanctuary Alternative Holdings、Sanctuary Asset Management、Sanctuary Insurance Solutions、Sanctuary Global 和Sanctuary Global Family Office。
Media Contacts for Sanctuary Wealth:
Donald Cutler or Joseph Kuo
Haven Tower Group
424-317-4864 or 424 317 4851
[email protected] or [email protected]
圣所财富的媒体联系方式:
Donald Cutler或Joseph Kuo
海文塔客集团
424-317-4864或424 317 4851
全球货币
SOURCE Sanctuary Wealth
资料来源:圣所财富