A Program Designed To Deliver True Proficiency In Alternatives
Knowledge alone does not necessarily translate into proficiency. In our experience, this is where many traditional training programs – whether online or face-to-face – often fall down. Proficiency requires both knowledge AND the ability to apply that knowledge in the real world situations. Our proven approach is designed to deliver both.
Course 1 - Investing in Alternatives
Institutional and Retail trends in alternative investing
A macro-based case for using alternatives
Historical performance of hedge funds based on outcomes
Course 2 - Portfolio Considerations and Manager Evaluation
Limitations of Mean Variance Optimization (MVO)
Understanding and measuring asymmetries and tail risk
Appropriate metrics to evaluate Hedge Fund managers
Course 3 - Hedge Fund Strategies
Understanding core hedge fund strategies
Explaining risk and setting an accurate return expectation
Portfolio impact of adding the strategy
Course 4 - Liquid Alternative Mutual Funds
Overview of liquid alternatives industry
Understanding core liquid alternatives strategies
Portfolio impact and setting return expectations
Course 5 - Applying Alternative Strategies in the Portfolio
Differentiating between strategies based on various risk and return metrics
Identifying appropriate strategies based on desired portfolio outcomes
Understanding the interaction of strategies in the portfolio
Creating an Internal Certification Program
How it Works
Phase 1 - Educate
We designed our content to focus on what your wholesalers “need to know” versus what is “nice to know.” While a subtle distinction, wholesalers are busy professionals and require that the information is relevant and applicable to their world. Built by industry professionals that understand both wholesaling and the products sold by fund companies, the Program delivers the right content for wholesalers. The online delivery method further allows the wholesaler to incorporate the training into their schedule on an efficient basis as their time permits.
Phase 2 - Translate
This unique phase reiterates key concepts from each course in the online ‘Educate’ phase and then translates the content into specific conversations with advisors. This step is critical because, otherwise, you force the wholesaler to both decipher the education AND translate it into effective conversations. The risk for management is that you lose control of the messaging, resulting in a high dispersion between wholesalers in terms of effectiveness.
Phase 3 - Demonstrate
Proficiency can only be assured through individual interactions and assessment. Our program is truly unique in that it provides a flexible and objective methodology that allows your organization to assess the skills developed as a result of the program. Through the resources and methodologies provided to your managers, or through an assessment process that we can facilitate, our program is the only one that has the focus on outcomes that are directly aligned to your goal – Sales Effectiveness – assuring that EVERY wholesaler has developed the required proficiencies that are vital to his or her success in the field.
Educate, Translate, Demonstrate format may be used to create an Internal Certification Program for advisors as well
We’d value the opportunity to have a discussion with you.