WELCOME TO OUR MONTHLY NEWSLETTER.
Designed to serve as your primary source for navigating the world of alternative investments.
At iCapital, we have spent over 10 years developing our platform to provide wealth managers with the broadest selection of alternative investments from the world’s leading asset managers.
With the recent launch of iCapital Marketplace, we have expanded the alternative investment strategies available on our digital platform, with several new features we believe will fundamentally improve the way wealth managers source alternative investment opportunities.
iCapital Marketplace now offers access to over 120 funds across 60+ asset managers, with expanded capabilities to source, conduct due diligence, transact, and manage alternative investments.
Today, wealth managers can access education and compliance training resources, portfolio analytics and construction models, digital electronic subscription processing, and integrated lifecycle reporting – all in one unified platform.
With a broad range of strategies available and dynamic tools to streamline the investment process, it is easier than ever to seamlessly create alternative portfolios to align with clients’ objectives.
As we continue to enable wealth managers to unlock the benefits of alternative investments in investor portfolios, we thank you for your continued partnership.
Dan Vene
Co-Founder and Managing Partner,
Head of Investment Solutions
CHART OF THE MONTH
SPOTLIGHT: BEYOND 60/40: EPISODE 9
, iCapital Chief Investment Strategist, discusses growth, inflation, rates, and more with 
, Chief Investment Strategist of Global Wealth at 
; and iCapital Chief Data Officer 
shares his thoughts on the evolution and rapid adoption of artificial intelligence (AI).
MONTHLY MARKET ROUNDUP
Allocating to alternative investments has never been more important as diversification, enhanced return potential, and volatility mitigation become increasingly important to investors. Get the playbook on private markets from IWI, in partnership with Invesco and Cerulli Associates.
As inflation has risen, real assets, which are tied to physical structures, have received renewed focus as inflation hedges. But infrastructure is not just an inflation hedge – discover why KKR believes infrastructure can serve as an “all-weather” allocation in a portfolio.
In today’s market environment, investors struggle to enhance returns and reduce risk. Private assets may help achieve those goals. In the latest issue of RealAccess find alternative insights across industrial and self-storage real estate, private capital, and farmland.
Pantheon explains why manager selection and diversification of investments across strategy, vintage year, sector, state and geography is key to building a strong private equity program.
IN CASE YOU MISSED IT
Your comprehensive source for alternative investment terms and definitions. 
As traditional banks have receded from lending to small and medium-sized enterprises (SMEs) and higher interest rates continue to constrain financing options, private credit managers have an opportunity to fill the European lending demand. 
Our financial advisor survey revealed that the use of alternative investments is on the rise. Learn how financial advisors are leveraging alternative investments to enhance client portfolios. 
WEEKLY MARKET PULSE
While it appears increasingly likely that we have reached a local top in rates and there is room for relief into year-end, we see more reasons for investor caution in 2024. Find out where opportunities and risks may lie in Chief Investment Strategist ‘s 
.
THE ALTERNATIVE INVESTMENT PODCAST
Catch iCapital’s 
, Managing Director and Head of Enterprise Solutions, on 
from WealthChannel, where he discusses the future of alternative investments with host 
.
NEW AT iCAPITAL
iCapital is proud to be recognized as Solutions Provider of the Year in the 
for the fourth year in a row! We’re honored to have 
named as the technology solution that exemplifies innovation in delivering better outcomes for investors and financial advisors.
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