iCapital, a Fintech platform driving the alternative investment marketplace for the wealth and asset management industries, announced the launch of a iCapital Growth Model Portfolio, which enables advisors to integrate exposure to private equity investments with public market investments.
The Growth Model complements the firm’s suite of both iCapital-designed and customized model portfolios and provides financial advisors a tool to help build out allocations to “alternatives while taking a holistic approach to portfolio construction.”
Private equity has outperformed public equities, and the demand for adding private equity funds “continues to grow among wealth advisors.”
By partnering with managers, iCapital Growth Model Portfolio provides a curated program of private equity funds that provides “diversification across investment strategies and styles.”
Paired with iCapital’s portfolio construction tool, Architect, which offers advanced analytics and data visualization tools, advisors can run an analysis to easily evaluate the impact of “incorporating alternative investments alongside traditional portfolio holdings.”
Allocations to iCapital’s Model Portfolio Solutions are further simplified with iCapital’s multi-investment workflow tool, which intuitively streamlines the alternatives investment experience by “enabling numerous investments to be processed simultaneously.”
This solution allows advisors and asset managers “using the iCapital platform to design and offer their own models.”
This announcement comes after the launch of iCapital’s model portfolio – iCapital Balanced Model Portfolio – which was a solution for the wealth management industry earlier in 2024.
Developed using quantitative analysis by iCapital’s Research & Due Diligence team, the Model Portfolio suite offers a way for wealth advisors to include alternative investments in their “practice for qualified clients and accredited investors.”
iCapital’s in-house Research & Due Diligence team of 25+ professionals provides “institutional-quality investment and operational due diligence across a range of funds.”
Using their analysis, the team designs and curates outcome-based models aimed at helping advisors “achieve their clients’ investment goals of growth, income, and portfolio diversification.”
iCapital powers the alternative investment marketplace, offering a suite of tools, enterprise solutions, data management and distribution capabilities, and an operating system.
iCapital is the tech partner to financial advisors, wealth managers, asset managers, and offers access, technology, and education to incorporate alternative assets, structured investments, and annuities into the “core portfolio strategies.”
At the “forefront” of the digital transformation in alternative investing, iCapital’s secure platform delivers a portfolio of management capabilities for education, transactions, data flows, analytics.
With $202 billion+ in global platform assets, the iCapital operating system automates and streamlines the process of private market investing, and integrates with clients’ infrastructure platform.
iCapital employs 1,675+ people and has 17 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto.