Legacy 60/40 portfolios are buckling under the weight of modern market challenges. Low yields, high inflation, and geopolitical uncertainty have driven family offices to rethink their approach to risk and return. Instead, they’re constructing customized, diversified portfolios. Learn how.

Once a niche corner of the alternative investment universe, private credit is now entering the spotlight. With large institutions like Goldman Sachs preparing to roll out private credit strategies into retirement vehicles like 401(k) plans, the asset class is becoming a foundational building block in modern portfolios—not just for institutions, but also for family offices, advisors, and even affluent retail investors. Having the right tools to incorporate this asset class into investor portfolios becomes more important every day.