Advisors / 20 Years of Thematic Investing
Join Our Network of Advisors Who Provide Access to Unique Alternatives For Their Clients
2200 +
Investors across
13 countries
80 +
Fund
Vehicles
20 +
Years in
Business
$ 4 +
Billion in
Assets
1
Global network
of investors
How is the Smart Money Allocated?
Asset Allocation, % of total
Source: KKR, The Wisdom of Compounding Capital report, February 2021.
Note: Not exact due to rounding. Data December 31, 2020. Source: Willis Towers Watson, Bank of NY/Mellon, HNW represents the averages of published target asset allocation recommendations for a moderate portfolio from investment management divisions of leading
Three Steps to Exclusive Access
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Step One
Step One
Schedule a call with a member of the Advisor support team
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Step Two
Step Two
Gain exclusive access to CAZ opportunities, performance and video presentations
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Step Three
Step Three
Our automated documentation process simplifies the Advisor experience
Lower Risk, Higher Return
Adding Private Equity to a Traditional Portfolio has been a wise move.
Sources: Bloomberg, Cambridge Associates. Blended portfolio returns over preceding 30-year period, ending September 30, 2021. Assumes quarterly rebalancing to the stated allocation. Bonds = Bloomberg U.S. Aggregate Bond Index. Stocks = S&P 500 Total Return Index.
Exclusive Access to Unique Alternatives
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