iCapital unveils model portfolios for alts-focused advisors
iCapital, the leading global fintech and alternative investments platform, is making it easier for advisors to scaleably diversify their clients’ portfolios beyond traditional public investments.
On Monday, the firm broke the news of a new investment suite, iCapital Model Portfolios, which aims to help advisors take their asset-allocation strategies to a new level of diversification.
“We are excited to introduce iCapital Model Portfolios, an innovative application for wealth managers to incorporate alternative investments into their clients’ portfolios,” iCapital Chairman and CEO Lawrence Calcano said in a statement.
The firm’s very first offering within that shelf, the iCapital Multi-Asset Portfolio, or iMAP for short, is a balanced strategy that draws on the quantitative analytical work of iCapital’s research and due diligence team to create an alternative asset allocation that marries income and growth.
By actively bringing together five funds from top-class managers in private equity, private credit, and real assets, iMAP is designed to produce total returns with less volatility and fewer drawdowns compared to traditional asset classes, resulting in less client stress when the market lurches.
“We believe models are a critical tool to simplify and enhance the investment experience for advisors seeking to integrate high quality alternative investment strategies into portfolios,” said Sean Connor, president & CEO Global Private Wealth at Blue Owl Capital.
Advisors may also use the portfolios in tandem with iCapital’s Architect tool, which it added to its Marketplace platform in February, allowing them to see how a dose of alternatives along with traditional assets can impact a portfolio’s performance.
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