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PRIVATE MARKETS GET PRACTICAL (On-Demand Webinar)   

Sponsored by Delaware Funds by Macquarie

Dive into the many styles of private equity, private credit, and "infra-real" strategies and learn how recent developments could finally make them practical choices for your clients.  Bob Rice leads a tour of the major private markets asset classes and the key developments that allow you to integrate them intelligently into your practice.

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THE SHARPE ADVISOR (Resource Library)

Sponsored by Delaware Funds by Macquarie

A practical guide to private markets investing for financial advisors. Explore the complimentary library of educational resources including explainer videos, on-demand recordings, live events, and 40+ topics to master.

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Investment Consulting Center
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Articles and White Papers

NOW PLAYING: PRIVATE EQUITY FOR EVERYONE   

From the Investments & Wealth Monitor

Private-market products are coming to the markets addressing the demand from accredited investors and retirement plans. This article will examine the merits of these once elusive investments.

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UNLISTED INFRASTRUCTURE: DEFENSIVE EQUITY WITH AN INFLATION HEDGE   

From the Investments & Wealth Monitor

Some private-market investment options are becoming available to accredited investors now for the first time; one option is unlisted infrastructure, which may be appealing to accredited investors as a newly accessible investment category.

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A BOARD VIEW ON E, S, AND G

From the Investments & Wealth Monitor

Corporate boards are navigating the new environmental, social, and governance (ESG) cultural frontier in concert with the broad shifts of corporate responsibility from financial shareholder primacy to stakeholder capitalism.

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BITCOIN: AN ASSET ALLOCATOR'S PERSPECTIVE   

From the Investments & Wealth Monitor

This article addresses bitcoin’s historical results, its relationship with other major asset classes, and how its inclusion in a portfolio may impact risk, return, and expected outcomes.

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WHAT IS GLOBAL LISTED INFRASTRUCTURE?    

From the Investments & Wealth Monitor

Infrastructure has emerged as a differentiated asset class; sustainable global listed infrastructure helps address critical financing issues and provides investors with unique attributes for diversification and income needs.

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THE OPPORTUNITIES AND DANGERS OF DECENTRALIZING FINANCE 

From Knowledge@Wharton

IWI Executive Education Partner

Decentralized Finance — or DeFi — has experienced explosive growth in the past year. But in order for DeFi to fulfill its promise as a disintermediated ecosystem that helps rather than harms, “now is the time to evaluate its benefits and dangers,” write Wharton legal studies and business ethics professor Kevin Werbach and David Gogel, a recent Wharton MBA graduate.

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2021 INVESTOR BEHAVIOR IN A MARKET CRISIS (REPORT)

Sponsored by the Behavioral Investing Institute

A new study from Investments & Wealth Institute and Behavioral Investing Institute indicates that in a 50%+ market decline, investors will act against their best interests and shows the gaps between advisor and client perceptions.

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WHAT YOU NEED TO KNOW ABOUT COMMODITY FUNDS  

From the Investments & Wealth Monitor

Commodities can play an essential role in hedging traditional portfolios against rising inflation and rising commodity prices.

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EVALUATING THE IMPACT OF PRIVATE EQUITY IN A 60/40 PORTFOLIO

From the Investments & Wealth Monitor

Adding an allocation to private equity may better position investors to achieve their long-term financial goals.

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BUILDING A SUCCESSFUL PRIVATE EQUITY PORTFOLIO FROM SCRATCH: A PRACTITIONER'S GUIDE  

From the Investments & Wealth Monitor

This article discusses key considerations for building and managing a private equity portfolio.

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INFLATION: WHAT LIES AHEAD?

From Knowledge@Wharton

IWI Executive Education Partner

Wharton’s Itay Goldstein speaks with Wharton Business Daily about how the Federal Reserve may respond to the recent rise in inflation.

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CHALLENGES TO THE ASSET MANAGER AND FINANCIAL ADVISOR VALUE CHAIN: THE IMPACT OF THE CORONAVIRUS CRISIS

From the Investments & Wealth Monitor

A crisis exposes the strengths and weaknesses of any business. High-quality relationships will keep a business afloat through a crisis—and help it to grow in the aftermath.

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THE FUTURE OF FINANCIAL PLANNING IS INTELLIGENT: GOOD NEWS FOR ADVISORS 

From the Investments & Wealth Monitor

Technology is disrupting advisors’ businesses, but it’s providing a clear path to establish value in clients’ lives. Artificial intelligence can make financial planning a better experience for you and your clients.

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Institute Blog: Investment Sense


Professional Development




Institute Announcements

  • Survey: Help the Institute with Planning Our Educational Sessions

    The Investments & Wealth Institute is seeking your input to help us in planning upcoming Institute educational sessions. Please provide your opinion by taking a short, 17-question survey. Please rank the topics from 1 to 17, with 1 being most interested and 17 being least-interested. Please provide your feedback ...
  • Forthcoming Study Indicates in a 50%+ Market Decline Investors Will Act Against Best Interests

    The Investments & Wealth Institute, in partnership with the Behavioral Investing Institute, recently conducted a study on how both advisors and investors perceive bubbles and market crises. The survey results revealed the depth of client temptations, their fears of market declines and understanding of their portfolios. The ...
  • The Investments & Wealth Institute Brings New Accelerator Program to Advisors

    Investments & Wealth Institute® is proud to announce a new executive education program for advanced financial advisors looking to accelerate their level of expertise and become a Certified Private Wealth Advisor® (CPWA®) in about three months. The Wealth Management Accelerator Program kicks off on September 1, 2021. This program ...


Online Education and Podcasts

INVESTING DURING AND AFTER COVID: WHAT’S CHANGED, WHAT HASN’T?

On-Demand Recording

The global COVID pandemic changed the way business is being done and will likely continue to alter business practices going forward. How were investment practices and asset management affected and how will they be affected going forward? Have basic investment principles changed? If not, then what is different and how should best practices approach investment from now on?

1 Hour of CE Credit.

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PRIVATE SECURITIES

On-Demand Recording

Private market expertise is an area of differentiation for investment advisors and consultants, and the opportunities have never been more accessible. This on-demand recording focuses on timely and relevant intelligence on the state of private markets, including how institutions are allocating to various asset classes like private equity and debt, real estate, and real assets.

4 Hours of CE Credit.

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BEHAVIORAL FINANCE IN INVESTING: THE EXISTENCE AND IMPORTANCE OF ‘INVESTMENT TRIBES’ AND RISK-PREFERENCE DIVERSITY W/ SID MURALIDHAR AND ARUN MURALIDHAR, PH.D. 

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Sid Muralidhar and Arun Muralidhar, Ph.D. on their award-winning article Behavioral Finance in Investing: The Existence and Importance of ‘Investment Tribes’ and Risk-Preference Diversity. This episode explores the implications of investment tribes and how advisors can apply these research findings to improve client outcomes.

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BEST OF ACE ACADEMY

On-Demand Recording

This year’s “best of” bundle features some of the most-highly rated sessions from the 2021 ACE Academy conference with a slant toward the future of investment and wealth management in the face of disruption. These industry thought-leaders are eager to share their different perspectives, insights, and projections for the opportunities to watch and challenges to anticipate to move your career and business forward in this post-pandemic world.

4.5 Hours of CE Credit.

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WHAT YOU NEED TO KNOW ABOUT COVID-19 AND THE GLOBAL RECOVERY

On-Demand Recording

What are the latest COVID-19 developments? How is it looking for the global economy? In this timely, informative talk, Dr. Ashish Jha, Dean of the Brown University School of Public Health, and Jared Franz, Capital Group economist, discuss COVID-19 and the recovery.

1 Hours of CE Credit.

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A PRACTICAL APPROACH TO BEHAVIORAL GUIDANCE

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews John Nersesian, CIMA®, CPWA®, CIS, CFP®, Head of Advisor Education, PIMCO, on providing behavioral guidance to clients and how advisors can best help their clients avoid costly mistakes.

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REGULATIONS THAT IMPACT ADVICE TO RETAIL INVESTORS

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Duane Thompson, AIFA®, President, Potomac Strategies, LLC on the major changes to the Securities and Exchange Commission’s advertising and marketing requirements for registered investment advisers. They talk legislative updates and discuss Reg BI.

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GLOBALIZATION IN A POST PANDEMIC WORLD

On-Demand Recording

Even before the global pandemic hit in earnest in early 2020, there was notable evidence that globalization—the tenet that had buttressed 30 years of global economic progress—was unwinding, and that rising protectionism would drive global growth lower. Noted economist Dambisa Moyo, PhD, explores the following: the five pillars of globalization, why they are declining, how things have changed in a post-pandemic world, the investment implications of these changes, and untapped opportunities (e.g., markets, regions, sectors).

1 Hour of CE Credit.

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THE INVESTMENT CONSULTING PROCESS

Course

The Investment Consulting Process is an online course that explores the five-step investment consulting process for professionals new to the industry, or for those looking to deepen their understanding of the role of the investment advisor in a prudent process that serves the client.

10 Hours of CE Credit.

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