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  • iCapital Platforms
    • iCapital PlatformsLearn, invest and manage alternative investments, structured notes and annuities with ease.
    • –
      • Access Alts on MarketplaceThe flagship iCapital platform connecting wealth managers and asset managers.
      • Access SI & AnnuitiesA dedicated platform to access education and investment opportunities.
    • –
      • Custom Platform SolutionWhite label solution to meet specific needs and objectives.
      • mp-tax-header-1920x1080iCapital Market Pulse: Breaking Down the Tax Bill ’s Impact on Private Markets
  • Solutions
    • Technology SolutionsiCapital offers a full array of advanced solutions engineered for the complete alternative investment lifecyle.
    • –
      • Investment ReportingElevating the standard in performance reporting for alternative investments.
      • ArchitectA portfolio construction tool showing the impact of alternatives and structured investments.
      • Fund MasterA security master designed to centralize data management for alternative products.
      • iCapital InsightA leader in alternative investment research, education and compliance documentation.
      • Identity SolutionsThe leader in end-to-end reusable financial identity.
    • –
      • Document CenterExperience the future of document management today.
      • Custom Platform SolutionWhite label solution to meet specific needs and objectives.
      • DLTAn API-first distributed ledger technology platform.
      • Data and Reporting ServicesComprehensive asset reporting and data management services.
        • Alternative Data ManagementData processing and reporting for hard-to-track offline alternative investments.
        • Consolidated ReportingInvestment data and reporting services across all client asset classes, regardless of custody.
      • Is it Worth it to Pay a Fee to Get a Higher Rate on an Indexed Annuity?Is it Worth it to Pay a Fee to Get a Higher Rate on an Indexed Annuity?
  • Learn
    • LearnIndustry expert insights on strategies and events, comprehensive alternatives education and training, research, and compliance.
    • –
      • Thought LeadershipA deep knowledge base of experts with wide-ranging industry commentaries.
      • AltsEdgeA comprehensive education program designed to support advisors in understanding and incorporating alternatives.
      • Alternatives DecodedExplore private market trends and data in an interactive chartbook.
    • –
      • VideosWatch industry leaders as they share insights on strategies and events.
      • iCapital InsightA leader in alternative investment research, education and compliance documentation.
      • ad-q1-2025-headerAlternatives Decoded – Q2 2025
        Interactive chartbook: Dive into private market data, trends, and insights.
  • Invest
    • Investment SolutionsThe iCapital operating system automates and streamlines private market investing while integrating with existing infrastructure. 
    • –
      • Private MarketsiCapital offers a curated menu of private market investment strategies to eligible investors. 
      • Hedge FundsAccess to single and multi-strategy hedge funds investing in multiple asset classes. 
      • Defined Outcome SolutionsBuild investments with pre-defined return and risk profiles across a range of objectives.
        • Structured InvestmentsCustomized profiles with diverse offerings, managed from inception to maturity.
        • Separately Managed AccountsProfessionally managed accounts offering comprehensive benefits.
        • m+ fundsDefined outcome ETFs with downside protection, enhanced upside, and daily liquidity.
    • –
      • iDirectGain exclusive access to private market investment opportunities.
      • AnnuitiesThe benefits and considerations of investing in annuities.
      • Research & Due DiligenceOpportunities supported by institutional-grade investment and operational due diligence. 
      • Model PortfoliosA modern solution, providing streamlined and user-friendly access to alternative investments.
      • oulook-clean-hero-posteriCapital 2025 Market Outlook
        Solid Underpinnings and Plenty of Wild Cards
  • Company
    • CompanyiCapital powers the world’s alternative investment marketplace as a trusted technology partner.
    • –
      • About iCapitalOver 10 years of powering the world’s alternative investment marketplace.
      • Who We Serve
        • Asset ManagersReach more investors and streamline fund delivery and management.
        • Families and Family OfficesComprehensive solutions designed to meet the needs of wealthy families.
        • Institutional InvestorsComprehensive solutions for OCIOs, endowments, foundations, pensions, and sovereign wealth.
        • Wealth ManagersTechnology-enabled solutions for private market investments.
      • Client Spotlights
    • –
      • NewsroomRead our latest industry coverage and announcements.
      • EventsLearning, networking, and professional growth opportunities worldwide.
      • AmbassadorsAthletes excelling in their sports, inspiring and connecting with our community.
      • GlobalInternational reach, local expertise.
      • CareersJoin the iCapital Team.
      • Contact UsConnect with an expert.
      • cap-raise-website-headeriCapital® Completes Over $820 Million Capital Raise, Valuation Surpasses $7.5 Billion
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iCapital

Thought Leadership

Explore Our Archive of Industry Insights

Discover thought-provoking articles, informative guides, and engaging videos that delve into the latest trends, best practices, and educational materials. Whether you’re a seasoned professional or just starting out, our resources are designed to empower you with the information you need to succeed.

AllInvestment & Market StrategyPrivate EquityPrivate CreditReal AssetsHedge FundsStructured InvestmentsAnnuitiesPractice Management
Investment & Market Strategy

Private Markets & Hedge Fund Strategy Ratings – 2H 2025

Our semi-annual ratings reflect a resilient economic backdrop, but one that’s also looking for more clarity.
July 21, 2025
Investment & Market Strategy

iCapital Market Pulse: Breaking Down the Tax Bill ’s Impact on Private Markets

July 16, 2025
Private Equity

Private Equity Can Add Diversification to Your Public Index Holdings

July 16, 2025
Practice Management

The Road to Mass Adoption – Evergreen Funds: Addressing the Operational Challenges of Scale

July 15, 2025
Practice Management

Research Paper | Optimizing Alternative Investment Lifecyle Workflows Using DLT

July 14, 2025
Annuities

Leveraging Technology to Align Annuities with Client Risk Profiles

July 11, 2025
Practice Management

Beyond 60/40

July 9, 2025
Investment & Market Strategy

iCapital Market Pulse: Mid-Year Outlook: Top of mind questions for investors in 2H ’25

July 7, 2025
Practice Management

The Road to Mass Adoption – Evergreen Funds: Amplifying Client Adoption

July 1, 2025
Practice Management

Forrester Research Paper: Unlocking Growth in Alternative Investments

June 30, 2025
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iCapital Platforms

  • Access Alts on Marketplace
  • Custom Platform Solution
  • Access SI & Annuities

Solutions

  • Investment Reporting
  • Document Center
  • Architect
  • DLT
  • Fund Master
  • Data and Reporting Services
  • Custom Platform Solution
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  • Alternatives Decoded

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Close Menu
  • iCapital Platforms
    • iCapital PlatformsLearn, invest and manage alternative investments, structured notes and annuities with ease.
    • –
      • Access Alts on MarketplaceThe flagship iCapital platform connecting wealth managers and asset managers.
      • Access SI & AnnuitiesA dedicated platform to access education and investment opportunities.
    • –
      • Custom Platform SolutionWhite label solution to meet specific needs and objectives.
      • mp-tax-header-1920x1080iCapital Market Pulse: Breaking Down the Tax Bill ’s Impact on Private Markets
  • Solutions
    • Technology SolutionsiCapital offers a full array of advanced solutions engineered for the complete alternative investment lifecyle.
    • –
      • Investment ReportingElevating the standard in performance reporting for alternative investments.
      • ArchitectA portfolio construction tool showing the impact of alternatives and structured investments.
      • Fund MasterA security master designed to centralize data management for alternative products.
      • iCapital InsightA leader in alternative investment research, education and compliance documentation.
      • Identity SolutionsThe leader in end-to-end reusable financial identity.
    • –
      • Document CenterExperience the future of document management today.
      • Custom Platform SolutionWhite label solution to meet specific needs and objectives.
      • DLTAn API-first distributed ledger technology platform.
      • Data and Reporting ServicesComprehensive asset reporting and data management services.
        • Alternative Data ManagementData processing and reporting for hard-to-track offline alternative investments.
        • Consolidated ReportingInvestment data and reporting services across all client asset classes, regardless of custody.
      • Is it Worth it to Pay a Fee to Get a Higher Rate on an Indexed Annuity?Is it Worth it to Pay a Fee to Get a Higher Rate on an Indexed Annuity?
  • Learn
    • LearnIndustry expert insights on strategies and events, comprehensive alternatives education and training, research, and compliance.
    • –
      • Thought LeadershipA deep knowledge base of experts with wide-ranging industry commentaries.
      • AltsEdgeA comprehensive education program designed to support advisors in understanding and incorporating alternatives.
      • Alternatives DecodedExplore private market trends and data in an interactive chartbook.
    • –
      • VideosWatch industry leaders as they share insights on strategies and events.
      • iCapital InsightA leader in alternative investment research, education and compliance documentation.
      • ad-q1-2025-headerAlternatives Decoded – Q2 2025
        Interactive chartbook: Dive into private market data, trends, and insights.
  • Invest
    • Investment SolutionsThe iCapital operating system automates and streamlines private market investing while integrating with existing infrastructure. 
    • –
      • Private MarketsiCapital offers a curated menu of private market investment strategies to eligible investors. 
      • Hedge FundsAccess to single and multi-strategy hedge funds investing in multiple asset classes. 
      • Defined Outcome SolutionsBuild investments with pre-defined return and risk profiles across a range of objectives.
        • Structured InvestmentsCustomized profiles with diverse offerings, managed from inception to maturity.
        • Separately Managed AccountsProfessionally managed accounts offering comprehensive benefits.
        • m+ fundsDefined outcome ETFs with downside protection, enhanced upside, and daily liquidity.
    • –
      • iDirectGain exclusive access to private market investment opportunities.
      • AnnuitiesThe benefits and considerations of investing in annuities.
      • Research & Due DiligenceOpportunities supported by institutional-grade investment and operational due diligence. 
      • Model PortfoliosA modern solution, providing streamlined and user-friendly access to alternative investments.
      • oulook-clean-hero-posteriCapital 2025 Market Outlook
        Solid Underpinnings and Plenty of Wild Cards
  • Company
    • CompanyiCapital powers the world’s alternative investment marketplace as a trusted technology partner.
    • –
      • About iCapitalOver 10 years of powering the world’s alternative investment marketplace.
      • Who We Serve
        • Asset ManagersReach more investors and streamline fund delivery and management.
        • Families and Family OfficesComprehensive solutions designed to meet the needs of wealthy families.
        • Institutional InvestorsComprehensive solutions for OCIOs, endowments, foundations, pensions, and sovereign wealth.
        • Wealth ManagersTechnology-enabled solutions for private market investments.
      • Client Spotlights
    • –
      • NewsroomRead our latest industry coverage and announcements.
      • EventsLearning, networking, and professional growth opportunities worldwide.
      • AmbassadorsAthletes excelling in their sports, inspiring and connecting with our community.
      • GlobalInternational reach, local expertise.
      • CareersJoin the iCapital Team.
      • Contact UsConnect with an expert.
      • cap-raise-website-headeriCapital® Completes Over $820 Million Capital Raise, Valuation Surpasses $7.5 Billion
  • iCapital Platforms
    • Access Alts on Marketplace
    • Custom Platform Solution
    • Access SI & Annuities
  • Solutions
    • Investment Reporting
    • Document Center
    • Architect
    • DLT
    • Fund Master
    • Data and Reporting Services
      • Alternative Data Management
      • Consolidated Reporting
    • Custom Platform Solution
    • iCapital Insight
    • Identity Solutions
  • Learn
    • Thought Leadership
    • Videos
    • AltsEdge
    • iCapital Insight
    • Alternatives Decoded
  • Invest
    • Private Markets
    • Hedge Funds
    • Defined Outcome Solutions
      • Structured Investments
      • Separately Managed Accounts
      • m+ funds
    • Annuities
    • iDirect
    • Research & Due Diligence
    • Model Portfolios
  • Company
    • About iCapital
    • Who We Serve
      • Asset Managers
      • Families and Family Offices
      • Institutional Investors
      • Wealth Managers
    • Global
    • News
    • Events
    • Ambassadors
    • Client Spotlights
    • Careers
    • Contact Us