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. Register to see the full video.
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. Register to see the full video.
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. Register to see the full video.
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.
Course snapshot
Resources to enhance knowledge
This course is structured into four modules to provide a comprehensive understanding of private markets, specifically credit and equity and their role in Public-Private+ Solutions.
- Module 1: Accessing private markets
- Module 2: Public-private credit
- Module 3: Public-private equity
- Module 4: Supporting client needs through public-private solutions
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.
Investments in private credit and related strategies involve significant risks, including limited liquidity and potential loss of capital. These strategies may include exposure to low and unrated credit instruments, structured products, and derivatives, all of which carry heightened credit, market, valuation, and liquidity risks. Investors should consult with their financial professional when considering such strategies for their portfolios.
Investments in private equity and related strategies involve substantial risks, including limited liquidity, long investment horizons, and the potential loss of capital. Private equity strategies may entail exposure to illiquid and difficult to value investments, leverage, operational risks within portfolio companies, and heightened market and economic risks. Performance can be significantly affected by factors such as management execution, competitive dynamics, and exit conditions. Investors should consult with their financial professional when considering such strategies for their portfolios.
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.