New Growth Model Portfolio complements iCapital’s comprehensive model portfolio technology and custom model capabilities

iCapital¹, the global fintech platform driving the world’s alternative investment marketplace for the wealth and asset management industries, today announced the launch of a new iCapital Growth Model Portfolio, which enables advisors to easily integrate exposure to private equity investments with traditional public market investments. The Growth Model complements the firm’s existing suite of both iCapital-designed and customized model portfolios and provides financial advisors an additional tool to help build out allocations to alternatives while taking a holistic approach to portfolio construction.

Private equity has outperformed public equities on a consistent basis, and the demand for adding private equity funds continues to grow among wealth advisors. By partnering with top-tier 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.

“Well-designed model portfolios play an important role in the widespread and successful adoption of alternatives,” said Steve Houston, Managing Director and Co-Head of iCapital Solutions. “With investor allocations into private markets expected to double by the end of the decade, combining model portfolios with intuitive technology is key to providing wealth advisors and their clients with a streamlined, holistic alternatives experience.”

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 also allows advisors and asset managers using the iCapital platform to design and offer their own models.

This announcement follows the launch of iCapital’s first model portfolio – iCapital Balanced Model Portfolio – which was a first-of-its-kind solution for the wealth management industry earlier this year. Developed using quantitative analysis by iCapital’s Research & Due Diligence team, the Model Portfolio suite offers a comprehensive and flexible way for wealth advisors to include alternative investments in their practice for both qualified clients and accredited investors. iCapital’s in-house Research & Due Diligence team of more than 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.

About iCapital

iCapital powers the world’s alternative investment marketplace, offering a complete suite of tools, end-to-end enterprise solutions, data management and distribution capabilities, and an innovative operating system. iCapital is the trusted technology partner to financial advisors, wealth managers, asset managers, as well as other participants in this ecosystem, and offers unrivaled access, technology, and education to incorporate alternative assets, structured investments, and annuities into the core portfolio strategies for their clients.

At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $202 billion+ in global platform assets², the iCapital operating system automates and streamlines the complex process of private market investing, and seamlessly integrates with clients’ existing infrastructure platform and tools.

iCapital employs more than 1,675 people globally and has 17 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including CNBC World Top Fintech Companies for 2024, and Forbes Fintech 50 for seven consecutive years since 2018.

For more information, visit icapital.com | X (Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc/

This material has been provided to you for informational purposes only by iCapital, Inc. and/or one of its affiliates including Institutional Capital Network, Inc. (collectively, “iCapital”). This material is the property of iCapital and may not be shared without its written permission. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital. This is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation to employ a specific investment strategy, or as an offer to sell, a solicitation of an offer to purchase, or a recommendation of any interest in any fund or security. Security products and services are offered through iCapital Markets LLC (a registered broker/dealer, member FINRA and SIPC), Institutional CN (Europe) – Empresa de Investimento, S.A. (registered with CMVM), iCapital Hong Kong Limited (licensed by SFC) and iCapital SG Pte. Ltd (licensed by MAS), all affiliates of iCapital. Registrations and memberships in no way imply that FINRA, SIPC, CMVM, SFC or MAS have endorsed any of the entities, products or services discussed herein. Financial products made available by iCapital Markets LLC, Institutional CN (Europe) – Empresa de Investimento, S.A., iCapital Hong Kong Limited and iCapital SG Pte. Ltd. may be complex and/or speculative and are not suitable for all investors. iCapital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and acts as an adviser to certain privately offered investment funds. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc.© 2024 Institutional Capital Network, Inc. All Rights Reserved

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¹ iCapital, Inc., and its affiliates (together, “iCapital”)

² As of September 30, 2024

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