Bring meaningful and differentiated insights to the investment conversation with iCapital Portfolio Intelligence – a cloud-based, analytics solution powered by machine learning to uncover risks for multi-asset portfolios, including alternatives.
One Risk Lens for All Holdings.
Many Powerful Use Cases.
Sophisticated analytics are not just for traditional investments and institutions anymore. With a client-friendly interface, Portfolio Intelligence supports both traditional and alternative investments so you can expand your universe of investment opportunities and build robust portfolios.
Financial Advisors
Evaluate a wider range of investment opportunities and make more informed allocation decisions.
CIOs & Researchers
Uncover underlying risk and return drivers and construct better multi-asset portfolios.
Asset Managers
Help advisors easily communicate the value-add and impact of your investment products to their client portfolios.
Take the Guesswork out of the Investment Decision.
Build a holistic risk picture with comprehensive factor analytics to visually deconstruct key risk drivers. Compare scenarios, simulate performance, and build forward-looking portfolios.
CONSTRUCT
Build Better Portfolios
Evaluate 300K+ opportunities, including liquid assets and alternative investments.
ANALYZE
Understand Risk Factors
Explore different factor exposures, evaluate key return drivers, and simulate insightful scenario outcomes.
COMPARE
Evaluate Your Options
Benchmark and compare assets and portfolios, and generate client presentations.
Deepen Your Client Relationships
Enhance your value proposition and build a competitive edge with iCapital Portfolio Intelligence.
Deliver better outcomes
Uncover a broader range of opportunities for return enhancement and diversification.
Raise the bar on expertise
Deliver risk exposures that align with your clients’ objectives, and establish an institutionalized and defensible investment approach.
Bring clarity to the discussion
Generate visual reports and proposals that guide your clients through the decision-making process.
Want to learn more about iCapital Portfolio Intelligence?
This material is provided for informational purposes only and is not intended as, 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 offered by Institutional Capital Network, Inc. or its affiliates (together “iCapital”). Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. This material does not intend to address the financial objectives, situation or specific needs of any individual investor. The information contained herein is subject to change and is also incomplete. This industry information and its importance is an opinion only and should not be relied upon as the only important information available. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed, and iCapital assumes no liability for the information provided.
This material is confidential, is the property of iCapital and may not be shared without the written permission of iCapital. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital.
Products offered by iCapital are typically private placements that are sold only to qualified clients of iCapital through transactions that are exempt from registration under the Securities Act of 1933 pursuant to Rule 506(b) of Regulation D promulgated thereunder (“Private Placements”). An investment in any product issued pursuant to a Private Placement, such as the funds described, entails a high degree of risk and no assurance can be given that any alternative investment fund’s investment objectives will be achieved or that investors will receive a return of their capital. Further, such investments are not subject to the same levels of regulatory scrutiny as publicly listed investments, and as a result, investors may have access to significantly less information than they can access with respect to publicly listed investments. Prospective investors should also note that investments in the products described involve long lock-ups and do not provide investors with liquidity.
