Beyond 60/40 Video: Episode 08
featuring Joe Dowling, Global Head of Blackstone Alternative Asset Management
Beyond 60/40 Video: Episode 08
Connects Wealth and Asset Managers Via Education, Research, and Compliance
A leading source for alternative investment education, up-to-date fund data, and compliance-based functionality. Hundreds of firms and thousands of financial professionals use our comprehensive platform to source, compare, monitor, and train on one of the largest universe of private wealth-focused alternative investments.
What is iCapital Insight?
iCapital Insight empowers financial professionals and firms with streamlined access to education and an extensive database for sourcing, comparing, and monitoring funds to effectively drive client and portfolio growth through the compliant use of alternative investments.
iCapital Insight enables asset managers to expand their visibility to a captive audience of gatekeepers and financial professionals, while tracking engagement for lead generation.
A Research, Education, and Compliance Solution To Grow Your Alternative Investment Business
iCapital Insight connects financial professionals to funds and research tools to make informed decisions
Wealth Management Firms
Deploy a compliance-based approach to the sourcing and implementation of alternative investments
Financial Professionals
Build confidence and practical knowledge while sourcing, comparing, and monitoring funds
Asset Managers
Expand visibility and access to a captive network of gatekeepers and financial professionals, while tracking engagement for lead generation
Comprehensive Education, Comparative Research, Compliance Solution
Education
Build practical knowledge and demonstrate fund understanding by assessment
Research
Product summaries, offering documents, comparison functionality, and informative reports on fees, financials, and the broader industry
Compliance
Automated documentation of user activity with integrated verification and detailed reporting
Fund Visibility
Showcase funds in one of the largest alternative investment research portal used by wealth management firms and financial professionals.
Captive Network
Get in front of gatekeepers and financial professionals that are active alternatives allocators
Lead Generation
Monitor activity associated with funds and review reporting metrics
To Learn More About iCapital Insight
Powering the Global Alternatives Marketplace
The world’s premier asset management firms, banks and wirehouses accelerate their alternative distribution efforts with iCapital’s digital technology.
Powering Financial Advisors’ Access to Alternatives
Many of the industry’s top fund managers rely on iCapital’s distribution to scale their fundraising on our Flagship Platform.
Powering Wealth Management’s Growth
Leveraging iCapital’s technology platform helps top wealth managers deliver high-quality alternatives investment opportunities to their clients with efficiency and ease.
Featured Articles
Five Questions to Ask Before Recommending a Private Market Investment
iCapital Chief Investment Strategies Anastasia Amoroso reviews five key criteria to consider before recommending a private market investment to clients.
Five Questions to Ask Before Recommending a Private Market Investment
Five Ways Technology Will Help Drive Alts Adoption
As advisers discover that a robust alternative investments offering is now critical to their success, they find integrated end-to-end platforms may be the only way to deliver.
If alternative investments used to be a niche extra for advisers to offer their high-net-worth clients, it’s quickly becoming a must-have. Advisers who can’t deliver more than a conventional range…
Explore our Investment Strategy and Thought Leadership
A deep knowledge base of experts with wide-ranging industry commentaries.
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…
IMPORTANT INFORMATION
iCapital and its affiliates provide various services through a number of affiliated entities – please refer to Certain iCapital Entities for a full list of entities. iCapital entities are collectively referred to as “iCapital”, and they all are affiliated with iCapital, Inc. and Institutional Capital Network, Inc. Among these affiliates, iCapital Markets LLC (“iCapital Markets”), an SEC-registered broker-dealer, member FINRA and SIPC, offers securities products and services. The registrations and memberships listed in Certain iCapital Entities in no way imply that the SEC, FINRA, or SIPC have endorsed any of the entities, products, or services provided by iCapital. Additional information is available upon request.
This website is for informational purposes only. This website is the property of iCapital and may not be shared, reproduced in any form, or referred to in any other publication, without express written permission of iCapital.
This website and any information included on it are not intended, and may not be relied on in any manner, as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security. Financial products, including investment funds and structured investments, are complex and may be speculative and are not suitable for all investors. You should consult your personal accounting, tax and legal advisors to understand the implications of any investment specific to your personal financial situation. This website and the information contained on it is not intended to, and does not, address the financial objectives, situation or specific needs of any specific investor.
iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc.
