{"type":"topic","title":"Alternatives: webinars, replays, research and CE webinars for advisors","lead":"As of Oct 8, 2026, AdvisorIQ lists 11 research pieces and 2 upcoming CE webinars on alternatives.","as_of":"2026-10-08","facts":{"topic":"Alternatives","intro":"Alternatives such as private credit, private equity and real assets come with their own questions about liquidity, fees, valuation and suitability. Independent advisors weighing them for clients need to understand the structures they are offered in and the trade-offs each one carries. This page collects webinars, replays, CE webinars from around the industry and research on evaluating alternative investments.","counts":{"research_pieces":11,"upcoming_ce_webinars":2,"replays":0,"upcoming_advisoriq_webinars":0,"advisoriq_articles":0},"upcoming_advisoriq_webinars":[],"replays":[],"ce_webinars_from_around_the_industry":[{"title":"Understanding the New Morningstar Medalist Rating Methodology for Semiliquid Funds","host":"Morningstar","host_type":"Research firm","starts_at":"2026-10-15T15:00:00Z","when":"Thu Oct 15 at 11:00 AM ET","minutes":30,"ce_as_stated_by_host":"CE not stated by the host","url":"https://www.morningstar.com/business/insights/webinars/watch?commid=676146","checked":"2026-10-05"},{"title":"Alternative investments in wealth portfolios: What belongs, what doesn't, and why","host":"CFA Institute","host_type":"Designation body","starts_at":"2026-10-22T15:00:00Z","when":"Thu Oct 22 at 11:00 AM ET","minutes":60,"ce_as_stated_by_host":"CFA Institute members can self-report 1 PL credit","url":"https://www.cfainstitute.org/insights/events/2026/alternative-investments-in-wealth-portfolios","checked":"2026-10-05"}],"research_library":[{"title":"The Window Narrows: Evergreen Funds and the Choice Before the Industry","publisher":"CAIA Association","source_type":"Industry association","published_on":"2026-09-24","summary":"CAIA examines the rapid growth of evergreen private market funds sold through wealth channels, which held $534.6 billion at the end of 2025. It finds redemption terms work as written but get simplified on the way to clients, and urges clearer language, such as capped liquidity, and more adviser diligence while markets are calm.","url":"https://caia.org/reports/evergreen-funds-the-window-narrows/","checked":"2026-10-05"},{"title":"Inflation Redux?","publisher":"AQR Capital Management","source_type":"Research from an asset manager","published_on":"2026-09-15","summary":"AQR revisits how exposed typical portfolios are to an inflation shock now that stock and bond correlations have reached multi-decade highs. Its review of more than 50 years of data finds that commodities and trend-following strategies have tended to do well when inflation rises, including in 2022, while private assets are unlikely to be immune.","url":"https://www.aqr.com/Insights/Research/Alternative-Thinking/Inflation-Redux","checked":"2026-10-05"},{"title":"Private Credit Funds and the Retail Shift: Structural Vulnerabilities and Policy Responses","publisher":"CFA Institute","source_type":"Industry association","published_on":"2026-08-24","summary":"CFA Institute analyzes what changes when private credit is sold to individual investors through semiliquid and nontraded vehicles. The report argues retail access reshapes rather than removes the asset class's risks, pointing to redemption mismatches, model-based valuations, leverage and weaker loan covenants, and sets out possible safeguards.","url":"https://rpc.cfainstitute.org/research/reports/2026/private-credit-funds-and-retail-shift","checked":"2026-10-05"},{"title":"Private Credit and Leveraged Loan Markets: Similarities, Differences, and Substitution","publisher":"Federal Reserve Board","source_type":"Central bank","published_on":"2026-08-11","summary":"Fed Board economists compare private credit with the leveraged loan market, each about $1.4 trillion at the end of 2025. The two serve similar borrowers but are funded and traded very differently, and larger companies can switch between them while smaller ones would bear more of any private credit pullback.","url":"https://www.federalreserve.gov/econres/notes/feds-notes/private-credit-and-leveraged-loan-markets-similarities-differences-and-substitution-20260811.html","checked":"2026-10-05"},{"title":"Early Warning Signals in Private Credit? What BDC Portfolios Reveal about Emerging Risks","publisher":"Federal Reserve Bank of Boston","source_type":"Central bank","published_on":"2026-08-05","summary":"Boston Fed researchers use public filings from business development companies as a window into private credit. The share of loans paying interest in kind rose from about 6% to about 10% by early 2026, a sign of cash strain at borrowers, while narrowing spreads suggest competition is squeezing pricing.","url":"https://www.bostonfed.org/publications/current-policy-perspectives/2026/early-warnings-private-credit-bdc-portfolios.aspx","checked":"2026-10-05"},{"title":"Private Markets Set to Add $2 Trillion in Advisor-Intermediated Assets Over Next Five Years","publisher":"Cerulli Associates","source_type":"Research firm","published_on":"2026-07-30","summary":"Cerulli estimates advisors hold about $2.2 trillion in less-than-fully-liquid private capital products and expects that to grow by $2 trillion over five years. Interval funds, other semi-liquid vehicles and alternative allocation models drive the outlook, with client demand for income cited as a main reason.","url":"https://www.cerulli.com/press-releases/private-markets-set-to-add-2-trillion-in-advisor-intermediated-assets-over-next-five-years","checked":"2026-10-05"},{"title":"The power of private real assets","publisher":"Nuveen","source_type":"Research from an asset manager","published_on":"2026-06-01","summary":"Nuveen researchers use more than 30 years of data to assess farmland, timberland, infrastructure and commercial real estate in diversified portfolios. They find these private real assets showed low correlations to stocks and bonds and better risk-adjusted returns than public real asset proxies, while noting illiquidity and access hurdles.","url":"https://www.nuveen.com/en-us/insights/alternatives/the-power-of-private-real-assets","checked":"2026-10-05"},{"title":"The cost of being too liquid","publisher":"Franklin Templeton Institute","source_type":"Research from an asset manager","published_on":"2026-05-22","summary":"Franklin Templeton Institute strategists explain the illiquidity premium in private markets and how large institutions budget for it. They propose that advisors set aside an illiquidity bucket for money a client can lock up for seven to 10 years, suggesting 10% to 20% may suit many high-net-worth investors.","url":"https://www.franklintempleton.com/articles/2026/institute/the-cost-of-being-too-liquid","checked":"2026-10-05"},{"title":"Asset Managers Face Distribution Challenges as Alternatives Demand Accelerates","publisher":"Cerulli Associates","source_type":"Research firm","published_on":"2026-05-14","summary":"Cerulli surveys how asset managers support advisors who use alternatives. Advisors managing at least $500 million allocate 4.4% to illiquid alternatives and expect 5.7% by 2027, and three-quarters of managers say advisor education is the biggest obstacle to wider use.","url":"https://www.cerulli.com/press-releases/asset-managers-face-distribution-challenges-as-alternatives-demand-accelerates","checked":"2026-10-05"},{"title":"Right-sizing private equity in a portfolio","publisher":"Vanguard","source_type":"Research from an asset manager","published_on":"2026-04-08","summary":"Vanguard offers a framework for deciding whether and how much private equity belongs in a portfolio. It finds the diversification benefit is often overstated by smoothed valuations, and that a sensible allocation ranges from 0% to 40% of total equity depending on liquidity needs, tolerance for active risk and access to skilled managers.","url":"https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/right-sizing-private-equity-portfolio.html","checked":"2026-10-05"}],"advisoriq_articles":[],"full_lists":{"webinars":"https://advisoriq.com/webinars/?topic=alternatives","replays":"https://advisoriq.com/replays/?topic=alternatives","ce_webinars_from_around_the_industry":"https://advisoriq.com/webinars/industry/","research":"https://advisoriq.com/research/?topic=alternatives"}},"sources":[{"url":"https://caia.org/reports/evergreen-funds-the-window-narrows/","checked":"2026-10-05","label":"CAIA Association"},{"url":"https://www.aqr.com/Insights/Research/Alternative-Thinking/Inflation-Redux","checked":"2026-10-05","label":"AQR Capital Management"},{"url":"https://rpc.cfainstitute.org/research/reports/2026/private-credit-funds-and-retail-shift","checked":"2026-10-05","label":"CFA Institute"},{"url":"https://www.federalreserve.gov/econres/notes/feds-notes/private-credit-and-leveraged-loan-markets-similarities-differences-and-substitution-20260811.html","checked":"2026-10-05","label":"Federal Reserve Board"},{"url":"https://www.bostonfed.org/publications/current-policy-perspectives/2026/early-warnings-private-credit-bdc-portfolios.aspx","checked":"2026-10-05","label":"Federal Reserve Bank of Boston"},{"url":"https://www.cerulli.com/press-releases/private-markets-set-to-add-2-trillion-in-advisor-intermediated-assets-over-next-five-years","checked":"2026-10-05","label":"Cerulli Associates"},{"url":"https://www.nuveen.com/en-us/insights/alternatives/the-power-of-private-real-assets","checked":"2026-10-05","label":"Nuveen"},{"url":"https://www.franklintempleton.com/articles/2026/institute/the-cost-of-being-too-liquid","checked":"2026-10-05","label":"Franklin Templeton Institute"},{"url":"https://www.cerulli.com/press-releases/asset-managers-face-distribution-challenges-as-alternatives-demand-accelerates","checked":"2026-10-05","label":"Cerulli Associates"},{"url":"https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/right-sizing-private-equity-portfolio.html","checked":"2026-10-05","label":"Vanguard"},{"url":"https://www.morningstar.com/business/insights/webinars/watch?commid=676146","checked":"2026-10-05","label":"Morningstar"},{"url":"https://www.cfainstitute.org/insights/events/2026/alternative-investments-in-wealth-portfolios","checked":"2026-10-05","label":"CFA Institute"}],"related":[{"title":"Research and analysis","url":"https://advisoriq.com/research/"},{"title":"CIMA, CPWA, RMA and CIMC CE requirements","url":"https://advisoriq.com/ce/requirements/iwi/"},{"title":"All topics","url":"https://advisoriq.com/topics/"}],"notes":["Research and CE webinars from around the industry link to the publisher's or host's own page. AdvisorIQ writes the summaries; inclusion is editorial and never paid.","CE for webinars from around the industry is shown as each host states it; AdvisorIQ does not confirm it.","Times are Eastern."],"url":"https://advisoriq.com/topics/alternatives/","citation":"AdvisorIQ, as of 2026-10-08. https://advisoriq.com/topics/alternatives/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors","disclaimer":"Summaries of rules set by designation bodies and regulators, which have the final word."}