Education at your pace
We've introduced a self-guided educational program that will help enhance financial professionals' knowledge of private markets, public-private investment solutions and how to consider using these solutions in portfolios.
What to expect
• Hear from professionals at Capital Group and KKR
• Download materials to use with your clients
• Eligible advisors may receive CE credit
1 MINUTE
Understanding public-private solutions
This video explores what public-private solutions are and how they can be a great potential access point into private market exposure.
1 MINUTE
The modern diversified portfolio
This video introduces the concept of a “modern diversified portfolio” and the role of public-private credit and equity solutions within it.
1 MINUTE
Addressing client questions on public-private solutions
This video previews a discussion of how to address common client questions and objections related to private market exposure, liquidity and access.
For more videos, check out our public-private educational course.
Client ready primers
For more client-ready materials, check out our public-private educational course.
Dive deeper with our public-private educational course
Ready to elevate your expertise? Explore our comprehensive learning hub, featuring coursework packed with videos, reading materials and practical examples, all designed to help deepen your understanding of public-private investments.
Course snapshot
A few examples of what’s covered in our public-private educational course.
An interval fund is a type of closed-end fund that does not trade on an exchange but is instead continuously offered, similar to a mutual fund, but only allows repurchase windows at regular intervals and up to a certain percentage of the fund's outstanding shares, as predetermined by the fund.
Private investments cover a wide range of assets with distinctive characteristics. While precise definitions differ, they can be grouped into three broad categories: private credit, private equity and real assets.
By investing in private credit, investors may be able to enhance overall outcomes in a portfolio in two key ways: income generation and diversification.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses.
This and other important information is contained in the interval fund prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Capital Group and Kohlberg Kravis Roberts & Co. L.P. (“KKR”) are not affiliated. The two firms maintain an exclusive partnership to deliver public-private investment solutions to investors.
Use of this website is intended for U.S. residents only.
Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.