Key Takeaways Today's market is shaped by structural volatility Understand where a traditional 60/40 portfolio may break down Explore tactical roles for private market strategies View sample allocations + digital…
Unlock the Potential of Alternatives
In the continuously evolving financial landscape, investors frequently seek portfolio diversification options to manage risk and improve returns. Conventional asset classes like stocks and bonds are insufficient to satisfy the rising expectations of discerning investors. Model Portfolios provide a modern solution, allowing for streamlined and user-friendly access to alternative investments.
Designed as a comprehensive solution to help wealth managers and investors navigate the world of alternative assets, model portfolios provide a simple and convenient entry point for investors looking to diversify beyond traditional markets.
iCapital Model Portfolios
Simplify your alternative investment process with iCapital’s suite of outcome-based model portfolios. Benefit from the expertise of iCapital’s seasoned research professionals, who offer comprehensive due diligence, strategic asset allocation, and continuous portfolio monitoring.
Asset Manager Model Portfolios
Access a variety of alternative investment model portfolios, on iCapital Marketplace, crafted by leading asset managers which may include exclusive due diligence, commentary, and monitoring from iCapital’s experienced research team.
Wealth Manager Custom Model Portfolios
Develop a bespoke model portfolio tailored for a wealth manager’s unique needs, designed for seamless integration into white label solutions, leveraging iCapital’s multi-investment trading capabilities.
Model Behavior Ep.2 with GeoWealth’s Jen Wing
Learn how RIAs can simplify, diversify, and differentiate through scalable private-market model portfolios with GeoWealth and iCapital.
Model Behavior Ep.1 with BlackRock’s Jon Diorio
Crafted for the Modern Investor. Powered by iCapital.
By leveraging the power of Model Portfolios, you gain access to a world of alternative investments with the simplicity and convenience that traditional asset classes have long offered. With industry-experienced guidance, a diversified range of investments, and the flexibility to tailor your strategy to your clients’ unique needs, iCapital provides access to a variety of model portfolios that represent a smarter way to build a future-ready portfolio.
Suite of Services Across Model Portfolios
Relationships with top managers
Cutting-edge portfolio analytics
Industry leading research team
Investor-friendly and simplified purchase and documentation process
Quarterly reporting and commentary
Streamlined Investment Process
With iCapital’s proprietary multi-investment workflow tool, simply select a model portfolio and customize its investment allocations. This smart tool adapts guiding users though the workflow, consolidating the input and completion of required documents and signatures, into one unified workflow for a more streamlined process for wealth managers and investors.
Investor Account
Create a new account or utilize an existing account.
Model Portfolio
The funds within the selected model portfolio pre-populate and can be adjusted accordingly.
Forms
The workflow will pre-populate any previously completed forms. New forms can be completed directly within the workflow.
Documents
All required documents will populate across the selected funds.
Final Review
Generate documents for final review and attest or fix any issues before continuing.
Investor Signature
E-Signature Hub consolidates all the required signatures into one streamlined user experience.
Discover How Model Portfolios Can Unlock The Full Potential of Alternative Investments
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
iCapital® Launches a Series of Outcome-Based Model Portfolios Offering Investors in Latin America Simplified Exposure to Alternative Investments
iCapital Model Portfolios are designed to holistically incorporate private markets through diversified, best-in-class solutions to achieve specific portfolio objectives.
ZURICH & NEW YORK — iCapital1, the global fintech company shaping the future of investing, today announces the launch of its first model portfolio available to investors in Latin America:…
As investors increasingly seek the diversification benefits of alternative investments, financial advisors must be equipped with streamlined, outcome-oriented tools to gain meaningful exposure to alternative investments. Rather than selecting individual…
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.
