WELCOME TO OUR MONTHLY NEWSLETTER.
Our monthly newsletter is designed to serve as your primary source for navigating the world of alternative investments.
This month, we launched 
, a first-of-its-kind, portfolio construction tool that empowers financial advisors to design portfolios utilizing alternatives and structured investments.
Architect provides financial professionals with a stronger foundation to evaluate non-traditional assets through compelling and intuitive analytics that visualize underlying risk and return drivers. Its proprietary factor modeling and powerful analytics incorporate more than three years of research and advisor feedback.
As a result, advisors can now visualize the impact of adding alternatives and structured investments from their current product menu to create truly comprehensive, outcome-oriented portfolios for their clients.
We believe Architect is a game changer for its ability to turn insights into action. To learn more about how you can get access, 
.
Thank you for your continued partnership and support.
Steve Houston
Managing Director,
Head of Investment Products
CHART OF THE MONTH
Increased equity market dispersion provides a rich opportunity set for hedge fund managers, who can potentially capture this widening spread through their long and short positioning.
SPOTLIGHT: BEYOND 60/40: EPISODE 4
, iCapital Chief Investment Strategist, discusses the private credit markets with 
President and CEO 
; and iCapital Managing Director and Co-Head of Research 
provides insights on how hedge funds are taking advantage of the current economic climate.
MONTHLY MARKET ROUNDUP
Today’s commercial real estate loans have lower loan-to-value ratios, better interest coverage on higher interest rates, and more lender-friendly covenants and structures. Learn why KKR believes the current market dynamics will create a once-in-a-decade real estate investing opportunity.
There is no shortage of questions and uncertainty about the direction of the economic cycle and the markets. Wellington Management provides five alternative investment ideas that could help lessen the importance of the cycle to their portfolios — or even take advantage of the uncertainty.
As private credit popularity rises, investors must be even more discerning. Alpha in private credit derives from loss avoidance, not upside potential. Discover the three key characteristics to look for in a private credit manager.
Bain discusses the challenges facing the private equity market after a year of sharply rising interest rates, a banking crisis, and widespread geopolitical turbulence.
IN CASE YOU MISSED IT
Our research team rated 19 alternative investment strategies. Find out which strategy was upgraded, and which held steady. 
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Driven by a focus on accelerated operational improvements and revenue growth, low leverage, and downside protection, growth equity is an appealing addition to a well- diversified portfolio. 
.
Real asset investments are designed to offer diversified sources of return and/or income and hedge against inflation. 
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MONTHLY ALTS PULSE: EPISODE 2
Tune in for this latest episode of 
with iCapital Chairman and CEO 
and 
, Co-Founder and Partner at Broadhaven Ventures, as they discuss the rapid growth of alternatives over the past decade and the next phase of adoption.
WEEKLY MARKET PULSE
Although global IPO deal activity was off to a slow start in the first half of 2023, find out why we see potential for an uptick in global IPOs in the second half of the year in Chief Investment Strategist ‘s 
.
NEW AT iCAPITAL
iCapital Marketplace connects wealth managers with the broadest selection of alternative investments from the world’s leading asset managers — all on one simple platform.
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