iCapital, the global fintech platform, has introduced the iCapital Growth Model Portfolio, allowing advisers to seamlessly combine exposure to private equity investments with traditional public market assets.
The Growth Model adds to the firm’s existing array of iCapital-designed and tailored model portfolios, giving financial advisers another tool to assist build out allocations to alternatives while taking an integrated strategy to portfolio creation.
Private equity has consistently outperformed public equities, and financial advisers are increasingly calling for the addition of private equity funds. iCapital Growth Model Portfolio is a well selected portfolio of private equity funds that offers diversification across investing strategies and styles by collaborating with trusted managers.
Advisers may readily assess the effects of adding alternative investments to traditional portfolio holdings by combining it with iCapital’s portfolio creation tool, Architect, which provides sophisticated analytics and data visualisation tools.
iCapital’s multi-investment workflow tool, which logically simplifies the alternatives investment process by allowing many investments to be handled concurrently, further simplifies allocations to the company’s Model Portfolio Solutions.
In addition to this, advisers and asset managers who use the iCapital platform can also produce and promote their own models due to this service.
The iCapital Balanced Model Portfolio, the company’s first model portfolio, was introduced earlier this year as an unique solution for the wealth management sector.
Moreover, iCapital’s Research & Due Diligence team used quantitative research to develop the Model Portfolio suite, which provides wealth advisers with a thorough and adaptable method to incorporate alternative investments for accredited investors and eligible clients into their business.
For a variety of funds, iCapital’s in-house Research & Due Diligence team of over 25 experts offers institutional-caliber operational and investment due diligence. Based on their investigation, the team creates and selects outcome-based models to assist advisers in achieving the investment objectives of growth, income, and portfolio diversification for their clients.
Steve Houston, managing director, and co-head of iCapital Solutions stated: “Well-designed model portfolios play an important role in the widespread and successful adoption of alternatives. 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 advisers and their clients with a streamlined, holistic alternatives experience.”
