Friday Frame: Alts in Focus—Turning Complexity into Clarity
August 22, 2025
Where Innovation Meets Access in Private Market Investing
As private markets gain momentum in client portfolios, advisors are discovering that the real obstacle isn’t finding opportunities—it’s managing them. Access is no longer the barrier; instead, the complexity of bringing private investments to life is what slows firms down.
Delivering these strategies at scale takes more than investment acumen. An effective private markets program is constructed with streamlined processes, efficient infrastructure, and the right mix of technology and partnerships.
Two forces are reshaping how RIAs approach this shift:
Rising Complexity: Allocating to alternative investments adds operational workload. Without the proper support, these tasks can overwhelm teams and limit growth.
Smarter Infrastructure: By reducing friction across the lifecycle, RIAs can scale their practices while maintaining focus on clients.
Topics Covered:
- How RIAs can manage the operational demands of private market investing—from due diligence to reporting—without overwhelming lean teams.
- Using technology and partnerships to streamline processes and keep focus on clients
