An Introduction to Investing in Private Credit

Ather F. Bajwa, CFA,® CPA, Director Investment Research

<p>An Introduction to Investing in Private Credit</p>

The Key Wealth Institute is a team of highly experienced professionals from across wealth management, dedicated to delivering commentary and financial advice. From strategies to manage your wealth to the latest political and industry news, the Key Wealth Institute provides proactive insights to help grow your wealth.

What is Private Credit?

Get to know the types and characteristics of private credit. These privately negotiated loans are not available to the general investing public and encompass a wide range of debt structures with varying risk profiles.

Explore the key takeaways, then download our full report in PDF.

Key Takeaways

  • With its potential to generate consistent income, reduce portfolio volatility and deliver attractive long-term performance, private credit can be a game-changer for investors seeking to add diversity to their portfolios.
  • By allocating a portion of their investments to private credit, allocators can gain exposure to unique opportunities that offer attractive risk-adjusted returns.
  • Private credit investments are generally less liquid than publicly traded investments, meaning investors may not be able to easily sell their investments or access their capital.
  • The private credit market can also be opaque and complex, so investing in this space requires extensive due diligence of available managers.
Private Credit Report

The Key Wealth Institute is comprised of a collection of financial professionals representing Key entities including Key Private Bank, KeyBank Institutional Advisors, and Key Investment Services.

Any opinions, projections, or recommendations contained herein are subject to change without notice and are not intended as individual investment advice.

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Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee a profit or protect against loss.

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NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

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