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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.
      • dark background with blue starburstiCapital Market Pulse: Tokenomics: The Economics of the AI Boom
  • Solutions
    • Technology SolutionsiCapital offers a full array of advanced solutions engineered for the complete alternative investment lifecycle.
    • –
      • Investment ReportingElevating the standard in performance reporting for alternative investments.
      • ArchitectA portfolio construction tool showing the impact of alternatives and structured investments.
      • 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.
      • Forrester-TeaserEliminate operational friction, reduce risk, and scale your alternative investments with a smarter approach to data
  • Learn
    • LearnIndustry expert insights on strategies and events, comprehensive alternatives education and training, research, and compliance.
    • –
      • Investment ResearchA deep knowledge base of experts with wide-ranging industry commentaries.
      • Alternatives DecodedExplore private market trends and data in an interactive chartbook.
      • Practice ManagementResources and insights to help advisors grow, manage, and optimize their practices.
    • –
      • PodcastsWatch industry leaders as they share insights on strategies and events.
      • EducationResources to help investors, advisors, and institutions learn about alternative investments
      • icapital-hero-blueAlternatives Decoded – June 2026
        Demystifying Alternative Strategies for Growth.
  • 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.
      • Retirement Solutions
      • TL_2026-Market-Outlook_ImageiCapital 2026 Market Outlook
        Balancing divergences amid blind spots
  • Company
    • CompanyiCapital powers the world’s alternative investment marketplace as a trusted technology partner.
    • –
      • About iCapital
      • 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.
        • Integration PartnersIntegrated platforms streamline advisor workflows and expand access to alternatives.
      • 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.
      • icapital-hero-blueiCapital® and UMB Expand Blockchain-Enabled Network for Alternative Investments Through Distributed Ledger Technology Integration
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Explore our Investment Research, Education, and Practice Management

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
Beyond 60/40 Video: Episode 36
Practice Management

Beyond 60/40 Video: Episode 36

Commercial Real Estate, Real Estate Debt, and Model Portfolios
March 13, 2025
Capturing the Growing Artificial Intelligence (AI) Investment Opportunity
Private Equity

Capturing the Growing Artificial Intelligence (AI) Investment Opportunity

March 6, 2025
2024 Annuity Insights Report
Annuities

2024 Annuity Insights Report

Record Year Reflects Boomers’ Ongoing Demand for Protection
March 5, 2025
iCapital Market Pulse: What Could Pause the Market Selloff and When?
Investment & Market Strategy

iCapital Market Pulse: What Could Pause the Market Selloff and When?

March 4, 2025
Alternatives Decoded – Q1 2025
Investment & Market Strategy

Alternatives Decoded – Q1 2025

Interactive chartbook: Dive into private market data, trends, and insights.
February 28, 2025
Case Study: Fidelity Driving Industry-Wide Transparency, Efficiency, and Growth
Practice Management

Case Study: Fidelity Driving Industry-Wide Transparency, Efficiency, and Growth

February 25, 2025
Registered Hedge Funds: More Choices for High-Net-Worth Investors
Hedge Funds

Registered Hedge Funds: More Choices for High-Net-Worth Investors

February 24, 2025
iCapital Market Pulse: Building Tomorrow – The Multi-Trillion-Dollar Infrastructure Opportunity
Investment & Market StrategyReal Assets

iCapital Market Pulse: Building Tomorrow – The Multi-Trillion-Dollar Infrastructure Opportunity

February 19, 2025
Beyond 60/40 Video: Episode 34
Practice Management

Beyond 60/40 Video: Episode 34

Infrastructure and Structured Investments
February 14, 2025
iCapital Market Pulse: The Path of Least Resistance is Still Higher, but with More Dispersion
Investment & Market Strategy

iCapital Market Pulse: The Path of Least Resistance is Still Higher, but with More Dispersion

February 13, 2025
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iCapital Platforms

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

Solutions

  • Investment Reporting
  • Document Center
  • Architect
  • DLT
  • Data and Reporting Services
  • Custom Platform Solution
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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.
      • dark background with blue starburstiCapital Market Pulse: Tokenomics: The Economics of the AI Boom
  • Solutions
    • Technology SolutionsiCapital offers a full array of advanced solutions engineered for the complete alternative investment lifecycle.
    • –
      • Investment ReportingElevating the standard in performance reporting for alternative investments.
      • ArchitectA portfolio construction tool showing the impact of alternatives and structured investments.
      • 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.
      • Forrester-TeaserEliminate operational friction, reduce risk, and scale your alternative investments with a smarter approach to data
  • Learn
    • LearnIndustry expert insights on strategies and events, comprehensive alternatives education and training, research, and compliance.
    • –
      • Investment ResearchA deep knowledge base of experts with wide-ranging industry commentaries.
      • Alternatives DecodedExplore private market trends and data in an interactive chartbook.
      • Practice ManagementResources and insights to help advisors grow, manage, and optimize their practices.
    • –
      • PodcastsWatch industry leaders as they share insights on strategies and events.
      • EducationResources to help investors, advisors, and institutions learn about alternative investments
      • icapital-hero-blueAlternatives Decoded – June 2026
        Demystifying Alternative Strategies for Growth.
  • 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.
      • Retirement Solutions
      • TL_2026-Market-Outlook_ImageiCapital 2026 Market Outlook
        Balancing divergences amid blind spots
  • Company
    • CompanyiCapital powers the world’s alternative investment marketplace as a trusted technology partner.
    • –
      • About iCapital
      • 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.
        • Integration PartnersIntegrated platforms streamline advisor workflows and expand access to alternatives.
      • 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.
      • icapital-hero-blueiCapital® and UMB Expand Blockchain-Enabled Network for Alternative Investments Through Distributed Ledger Technology Integration
  • iCapital Platforms
    • Access Alts on Marketplace
    • Custom Platform Solution
    • Access SI & Annuities
  • Solutions
    • Investment Reporting
    • Document Center
    • Architect
    • DLT
    • Data and Reporting Services
      • Alternative Data Management
      • Consolidated Reporting
    • Custom Platform Solution
    • iCapital Insight
    • Identity Solutions
  • Learn
    • Investment Research
    • Education
    • Practice Management
    • Podcasts
    • Alternatives Decoded
  • Invest
    • Private Markets
    • Hedge Funds
    • Defined Outcome Solutions
      • Structured Investments
      • Separately Managed Accounts
      • m+ funds
    • Annuities
    • iDirect
    • Research & Due Diligence
    • Model Portfolios
    • Retirement Solutions
  • Company
    • About iCapital
    • Who We Serve
      • Asset Managers
      • Families and Family Offices
      • Institutional Investors
      • Wealth Managers
      • Integration Partners
    • Global
    • News
    • Events
    • Ambassadors
    • Client Spotlights
    • Careers
    • Contact Us