iCapital announces the introduction of iCapital Model Portfolios for more than 100,000 U.S. Financial Advisors.
The advisors who use iCapital’s platform can now access the first model portfolio, iMAP (iCapital Multi-Asset Portfolio), with additional portfolio models set to follow in the coming months. Paired with iCapital’s portfolio construction tool, Architect, advisors will be able to run an analysis to easily evaluate the impact of incorporating alternative investments alongside traditional portfolio holdings.
“We are excited to introduce iCapital Model Portfolios, an innovative application for wealth managers to incorporate alternative investments into their clients’ portfolios,” said Lawrence Calcano, Chairman and CEO of iCapital. “As demand grows, iCapital will continue to work with leading alternative asset managers to design and curate additional outcome-based models.”
The Model Portfolios by iCapital are designed to assist with asset allocation within alternative investments and identify top-tier products that fit those allocations. Developed using quantitative analysis by iCapital’s research and due diligence team, the Model Portfolios suite offers a comprehensive and flexible way for financial advisors to include these investments in their practice. The Multi-Asset Portfolio easily provides a balanced alternative investment allocation across five funds from top-tier managers in private equity, private credit, and real assets, the firm adds.
The first portfolio available, iMAP, is a balanced portfolio “that combines income and growth through private markets investing”, the press release says.
It aims to generate total returns with reduced volatility and fewer drawdowns than traditional asset classes, helping to manage market stress more effectively. The portfolio simplifies the entire process, from due diligence and manager selection to investment, construction, and ongoing monitoring.