With markets roiling, investors are looking to you for new ways to keep their goals on track.
To many investors, the idea of introducing alternative investments into their portfolio is almost as scary as the prospect of having to delay retirement. But that’s really just fear of the unknown. Most simply haven’t been given the opportunity to understand how alternatives can fit into their investment strategies. That’s where you come in.
Clear and timely articles, videos, and marketing materials can help tell a better story—one in which alternative investments have historically helped limit potential downside risk and accelerate portfolio recovery once markets turn back into positive territory.
Here’s how to effectively introduce alternative investments.
#1 Counter fear with facts.
#2 Educate advisors.
#3 Make the case for alternatives.
#4 Show how to add alternatives to a portfolio.
#5 Create client-ready materials.
#1 Counter fear with facts.
Use historical data to show how alternatives can be used to offset risk in portfolios.
Why it’s important:
Educates investors on alternatives’ potential to replace stocks and bonds in portfolios as a way of effectively managing risk.
#2 Educate advisors.
Teach advisors how to confidently talk with clients about alternatives.
Why it’s important:
Provides advisors with the know-how they need to be successful—and gives them more reason to rely on your firm.
#3 Make the case for alternatives.
Show how alternatives can function in a portfolio to help achieve investing outcomes.
Why it’s important:
Raises advisors’ comfort level with alternatives, preparing them to confidently lead more in-depth client conversations.
#4 Show how to add alternatives to a portfolio.
Give detailed guidance on the impact of adding alternatives to a portfolio.
Why it’s important:
Informs advisors and gives them what they need to manage clients’ expectations by demonstrating ways alternatives can be allocated into portfolios.
#5 Create client-ready materials.
Develop easy-to-understand presentations, articles, and videos advisors can access and use.
Why it’s important:
Makes advisors’ jobs easier by helping them showcase the value they bring and the peace of mind they deliver.
Need a digital agency that knows alternatives? Ulicny can help.
For over 20 years, we have served some of the most respected alternative investment brands in our industry. So we understand the markets, the technical aspects of alternatives, and your business and investors.
Let us show you how we can help you.
