Beyond 60/40 Video: Episode 31
2025 Market Outlook, Private Credit, and AI tools
Beyond 60/40 Video: Episode 31
Global Reach.
Local Expertise.
iCapital has transformed the way the wealth and asset management industries provide access to a broad selection of quality private markets investment opportunities, such as private equity, private credit, real assets, and hedge funds, for individual investors via an intuitive, scalable, fully-digital operational infrastructure that seamlessly connects the entire investment and service ecosystem.
Our International Expansion
Key International Metrics
29
14.07% of Platform Assets outside the US4
410
Employees Across Europe, Asia and Canada1
330
Total International Funds Supported
1. Headcount reflects total full time, part-time, contractors and managed services as of 10/31/2024; 2. Defined as total headcount (full time, part time and contractors) within the firm’s ‘Technology’ and ‘Product’ departments driving the development, implementation and ongoing enhancement of the iCapital platform; 3. Wealth Manager categories include international equivalents and “Investment Managers” include ETF Sponsors and SMA Managers; 4. Total International Platform Assets defined as Platform Assets coming from wealth management firms in fund vehicles domiciled internationally (Canada, Luxembourg, Australia and Japan, excluding Cayman offshore vehicles) and for Cayman (offshore) vehicles, from wealth management firms domiciled internationally, or with more than 50% of clients that are internationally based or, for US-based financial professionals covering LATAM clients; 5. Data Solutions Reporting Assets include data aggregation and reporting activity for the Data Solutions business, represented by the total recurring billable $ equivalent value of all active client holdings; 6. SI & Annuities Lifecycle Outstandings include SI Platform, SI Distribution, and certain Annuities whereby payment is upfront. For all products, enterprise clients leverage the platform to manage the product over its life.
Global Reach
A Solution of Choice for Wealth Managers and Asset Managers
Wealth Managers
Easily scale and diversify your fundraising by accessing the growing pool of high-net-worth investors. Leverage our global network of wealth managers to support your distribution strategy while benefiting from the industry’s comprehensive technology solution, allowing you to streamline your operations and investor relations functions.
Asset Managers
Easily scale and diversify your fundraising by accessing the growing pool of high-net-worth investors. Leverage our global network of wealth managers to support your distribution strategy while benefiting from the industry’s comprehensive technology solution, allowing you to streamline your operations and investor relations functions.
iCapital‘s Mission is to Power the World’s Alternative Investment Marketplace by Providing Access, Technology and Education.
Access
Access alternative investment offerings from premier asset managers, structured with low investment minimums for wealth managers and their private clients.
Technology
A proprietary and configurable end-to-end technology platform to efficiently scale alternative investment offerings securely and cost effectively, while connecting the entire investment and service ecosystem.
Education
Industry leading product- and strategy-specific education tools and timely market commentary that demystify alternative investments, clarifies their benefits and risks, and illuminates their role in a diversified client portfolio.
Opportunities
Private Markets
Adding private market investments, such as private equity, private credit, real assets, and hedge funds, to an asset allocation can improve portfolio returns and diversification. iCapital offers qualified investors access to private markets funds across a wide range of investment strategies and managers. Investors and their advisors can choose from diversified and niche private equity strategies, including venture capital, growth equity, middle-market buyout, and secondaries.
Hedge Funds
Hedge fund managers employ a broad range of tactics across asset classes with a goal of delivering favorable risk-return outcomes. Including hedge funds in a diversified portfolio may potentially increase returns and/or reduce portfolio volatility. iCapital offers access to a variety of hedge funds including multi-strategy funds.
To Learn More About How iCapital Supports You in Scaling Your Business with Efficiency and Ease
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.
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