Aaron Klein of Riskalyze on Risk, SVB, and the Future of Advisor Technology

A new report from Bain highlighted a key statistic: Individual investors hold roughly 50% of the estimated near-$300 trillion of global assets under management. Yet those same investors hold just 16% of AUM in alternative investment funds. Some HNW investors are seeking to diversify away from public equities to safeguard their portfolios and are allocating to private market investments through alternatives. Opto Investments and Riskalyze recently announced a strategic partnership that combines Riskalyze’s growth platform with Opto's technology-enabled private markets solution to build investment strategies that offer exposure to private credit, private equity, real estate, venture capital, and infrastructure.

-

Here are some additional resources to learn more about Riskalyze:

• The Riskalyze website
• · A press release announcing the new partnership with Opto: Riskalyze Partners with Opto Investments to Expand Access to Private Market Investment Solutions
• Aaron Klein’s Twitter handle: https://twitter.com/AaronKlein
• Aaron on LinkedIn: https://www.linkedin.com/in/aaronklein/
• Riskalyze on LinkedIn: https://www.linkedin.com/company/riskalyze/
• Riskalyze on Twitter: https://twitter.com/Riskalyze

Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. Unlock Premium today and receive $10 off your first monthly or annual payment with promo code PODCAST2022.