What's New In Investments, Funds? – Sanctuary Wealth, CAIA Association

Editorial Staff

12 August 2024

Sanctuary Wealth, CAIA Association
Sanctuary Wealth, has launched the Sanctuary Wealth AltVantage Program in partnership with CAIA Association, the global professional body for the alternative investments industry.

The program offers partner firms complimentary access to the Fundamentals of Alternative Investments® certificate program on the UniFi by CAIA™ platform through a sponsorship with Franklin Templeton and FS Investments, Sanctuary Wealth said.

The program educates advisors to position alternative investments in a client's portfolio and communicate their benefits, drawbacks, and implementation considerations.

This initiative will be led by Patrick McGowan, head of manager research and alternative investments, recently appointed to the UniFi by CAIA™ Advisory Council. He will lead the inaugural cohort of Sanctuary partner firms in the FAI certificate program.

"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,” McGowan said.