iCapital launched the new iCapital Growth Model Portfolio, enabling advisors to seamlessly integrate exposure to private equity investments alongside traditional public market investments, according to a statement from the firm.
The Growth Model complements the existing suite of model portfolios, both designed by iCapital and customized, providing financial advisors with an additional tool to construct alternative investment allocations with a holistic approach to portfolio building.
“Private equity has consistently outperformed public markets, and the demand for private equity funds continues to grow among wealth advisors. In partnership with top-tier managers, iCapital’s Growth Model Portfolio offers a curated program of private equity funds that provide diversification across strategies and investment styles,” the firm stated.
In addition, iCapital noted that when combined with Architect, its portfolio construction tool featuring advanced analytics and data visualization capabilities, “advisors can perform analyses 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.
This announcement follows the launch of iCapital’s first model portfolio, the iCapital Balanced Model Portfolio, a pioneering solution for the wealth management industry introduced earlier this year, according to the firm.
“Developed using quantitative analysis by iCapital’s Research and Due Diligence team, the suite of model portfolios offers a comprehensive and flexible way for wealth advisors to incorporate alternative investments into their practices, catering to both qualified clients and accredited investors,” the statement concluded.
