At the Forbes | SHOOK Top Advisor Women Summit, we were honored to host Sarano Kelley, CEO of The Kelley Group, for an enlightening session on “The Art and Power of Authentic Communication.” Sr. Relationship Manager & Head of Platform Strategy Laurie Durante interviewed Kelley, who shared practical strategies on how genuine, transparent communication can...

Market sentiment has shifted recently, but there are still reasons for caution. This week’s chart looks at institutions’ somewhat neutral positioning.

The current rally looks very different from the last one. This week’s chart looks at the composition of returns in 2023 vs. 2021.

What is an interval fund? An interval fund is a type of closed-end fund that offers liquidity to investors at stated intervals – typically quarterly, semiannually or annually. This means shareholders are able to sell a portion of their shares at regular intervals at a price based on the fund’s net asset value.  Interval funds may...

Education > Know your alternatives > Invest for outcomes Invest for outcomes Discover an alternative way to approach your investment goals What outcomes are important to you? Beyond the big picture of saving for life’s milestones like college education and comfortable retirements, there are strategic, portfolio-level goals to consider. Click on an outcome to learn more...

Absolute return Generate positive low-correlated returns over a complete market cycle Investing for absolute return Absolute return strategies may help investors to generate low-correlated returns across market environments by seeking complementary growth in rising markets, performance when markets lack direction and managing the downside when markets fall. FS Multi-Strategy Alternatives Fund A liquid alternative, multi-strategy...

Diversify assets Add assets to your portfolio that zig when others zag Investing for diversifying assets Investing outside of traditional stocks and bonds in low-correlated assets may offer investors a differentiated way to invest and provide an alternative source of income and diversification. FS MVP Private Markets Fund A core private markets solution Learn more...