Chicago — JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with approximately $6.6 billion in portfolio equity and debt investments, today announced a…
Elevating the Standard in Performance Reporting for Alternative Investments
Your clients want an easy-to-understand explanation of the performance for their alternative investments. And you want an easy way to give it to them. Now you both get what you need.
Solving Industry Reporting Problems
The unique characteristics of alternative products, their opaque nature, and the metrics by which they are judged are not easily consumable by existing performance reporting platforms. This requires asset managers and advisors to spend an inordinate amount of time trying to cobble together a concise explanation for their clients. That requires them to source a diverse set of data from a disparate set of service providers. The result is often latent reporting that doesn’t rise to the level of sophistication their clients rightly demand.
For illustrative purposes only.
Key Features & Benefits
Centralized Data Repository Across GP’s and Administrators
- Eliminates manual collection of disparate data.
- Allows for data to be summarized and categorized in multiple ways.
Modern Graphical Illustrations of Valuations and Cashflow over Customizable Time Periods
- Simplifies the explanation of performance so that investors can understand this critical part of their overall portfolio
Publishes Performance Metrics at the Fund, Account and Household Levels
- Allows for different levels of analysis and decision making
To Learn More About the iCapital Investment Dashboard
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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IMPORTANT INFORMATION
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