Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets cover image

How Shannon Saccocia, the CIO of $67B AUM Neuberger Berman Private Wealth, thinks about the changing role of alternatives in client portfolios

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

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Challenges and Strategies for Productization in the Wealth Channel

This chapter discusses the challenges of productization in the wealth channel and the need for different products for different customer types. It explores the importance of aligning investment ideas with the needs of high net worth clients and the wealth channel, and emphasizes the significance of structuring products correctly and understanding the risk involved for LPs.

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