THE EMERGENCE OF PLATFORM SOLUTIONS FOR ALTS In recent years, the emergence of platform solutions has given RIAs a new resource when it comes to managing their alts portfolios, “If…
A Wide Variety of Quality Private Investment Opportunities and Hedge Funds
iCapital is a leader in providing the independent wealth advisory industry with a diverse selection of quality private equity, credit, real estate and hedge funds. By providing access to these funds, complemented by institutional-quality investment and operational due diligence, iCapital helps advisors achieve their client’s investment goals of growth, income and portfolio diversification.
Private Investment Opportunities
For illustrative purposes only.
Hedge Fund Opportunities
Strategy Theme
Strategy Type
Description
Modifiers
Look to deliver differentiated exposure to stocks and bonds, with less directionality and more idiosyncratic sources of return.
Look to deliver differentiated exposure to stocks and bonds, with less directionality and more idiosyncratic sources of return.
Equity Hedge
Maintains both long and short positions in equities and equity instruments, using either fundamental or quantitative techniques to express a view that the position will move positively (long) or negatively (short).
Credit
Takes long and short positions in credit instruments with the goal of generating returns from yield and/or price changes, usually resulting from an improvement (long) or deterioration (short) in the creditworthiness of the issuer.
Event-Driven
Seeks to take advantage of price inefficiencies in equities, bonds, or other instruments that result from company specific events, including mergers, acquisitions, bankruptcies, reorganizations, and/or spin-offs.
Stabilizers
Seek to provide consistent performance across market environments, with limited beta/ correlation to traditional assets.
Seek to provide consistent performance across market environments, with limited beta/ correlation to traditional assets.
Multi-Strategy
Provides broad exposure across markets, asset classes, and/or trading strategies, typically applying a non-directional, relative value approach for the purposes of providing diversification and downside protection.
Diversifiers
Aim to provide access to nontraditional return drivers, with an uncorrelated return profile relative to traditional portfolios.
Aim to provide access to nontraditional return drivers, with an uncorrelated return profile relative to traditional portfolios.
Macro
Looks to predict price movements in global asset markets — including equities, interest rates, currencies and commodities — that are typically the result of policy changes or shifts in the global economy.
Modifiers
Look to deliver differentiated exposure to stocks and bonds, with less directionality and more idiosyncratic sources of return.
Equity Hedge:
Maintains both long and short positions in equities and equity instruments, using either fundamental or quantitative techniques to express a view that the position will move positively (long) or negatively (short).
Credit:
Takes long and short positions in credit instruments with the goal of generating returns from yield and/or price changes, usually resulting from an improvement (long) or deterioration (short) in the creditworthiness of the issuer.
Event-Driven:
Seeks to take advantage of price inefficiencies in equities, bonds, or other instruments that result from company specific events, including mergers, acquisitions, bankruptcies, reorganizations, and/or spin-offs.
Stabilizers
Seek to provide consistent performance across market environments, with limited beta/ correlation to traditional assets.
Multi-Strategy:
Provides broad exposure across markets, asset classes, and/or trading strategies, typically applying a non-directional, relative value approach for the purposes of providing diversification and downside protection.
Diversifiers
Aim to provide access to nontraditional return drivers, with an uncorrelated return profile relative to traditional portfolios.
Macro:
Looks to predict price movements in global asset markets — including equities, interest rates, currencies and commodities — that are typically the result of policy changes or shifts in the global economy.
INVESTMENT & MARKET STRATEGY
Expertly Selected by the iCapital Research and Due Diligence Team
The iCapital Research & Diligence Team serves as an extension of an independent advisory firm, supplementing its practice with dedicated support on alternative investments – from product sourcing and diligence to comprehensive education and guidance on portfolio construction.
iCapital Curated Solutions Fund Selection Process
iCapital meets with hundreds of experienced fund managers each year and selects a small percentage of those to be featured on the iCapital Marketplace, covering the breadth of asset types and key strategies across the alternative investment landscape.
For illustrative purposes only.
Anatomy of a Fund Review
Comprehensive Due Diligence to Monitor for Red Flags and Proactively Identify Issues for the Life of the Investment
Attend GP Annual Meetings
Regular Calls/Meetings
Opportunity Set Review
Cash Flow Planning
Personnel Changes
Fund Amendments
Quarterly Update Calls/Webinars
Performance Analysis
Ongoing Quantitative Analysis
Public News Sources
Regulatory Items
Support Services
Market Commentary and Trends
Insights on market trends and conditions and the risk/reward dynamics of investment strategies.
Education
Comprehensive educational tools on the fundamentals of private investing and new product structures.
Consultation
iCapital product experts are on hand to help build advisors’ understanding of investment strategies within a portfolio’s construction.
Research and Due Diligence Leadership
More than 75 collective years of leadership and expertise in the identification and monitoring of quality alternative investment opportunities.
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OCTOBER 2024
WELCOME TO OUR MONTHLY NEWSLETTER. JTNDcCUyMGNsYXNzJTNEJTIybW9iaWxlLWNlbnRlciUyMiUyMHN0eWxlJTNEJTIydGV4dC1hbGlnbiUzQXJpZ2h0JTNCJTIyJTNFJTNDJTIxLS1IdWJTcG90JTIwQ2FsbC10by1BY3Rpb24lMjBDb2RlJTIwLS0lM0UlM0NzcGFuJTIwY2xhc3MlM0QlMjJocy1jdGEtd3JhcHBlciUyMiUyMGlkJTNEJTIyaHMtY3RhLXdyYXBwZXItY2ZhZWE1ZDctNWRlMi00ZTcyLTllNzYtMjI5YWRhYjQyYjIzJTIyJTNFJTNDc3BhbiUyMGNsYXNzJTNEJTIyaHMtY3RhLW5vZGUlMjBocy1jdGEtY2ZhZWE1ZDctNWRlMi00ZTcyLTllNzYtMjI5YWRhYjQyYjIzJTIyJTIwaWQlM0QlMjJocy1jdGEtY2ZhZWE1ZDctNWRlMi00ZTcyLTllNzYtMjI5YWRhYjQyYjIzJTIyJTNFJTNDJTIxLS0lNUJpZiUyMGx0ZSUyMElFJTIwOCU1RCUzRSUzQ2RpdiUyMGlkJTNEJTIyaHMtY3RhLWllLWVsZW1lbnQlMjIlM0UlM0MlMkZkaXYlM0UlM0MlMjElNUJlbmRpZiU1RC0tJTNFJTNDYSUyMGhyZWYlM0QlMjJodHRwcyUzQSUyRiUyRmN0YS1yZWRpcmVjdC5odWJzcG90LmNvbSUyRmN0YSUyRnJlZGlyZWN0JTJGNTIyODk0OCUyRmNmYWVhNWQ3LTVkZTItNGU3Mi05ZTc2LTIyOWFkYWI0MmIyMyUyMiUyMHRhcmdldCUzRCUyMl9ibGFuayUyMiUyMHJlbCUzRCUyMm5vb3BlbmVyJTIyJTNFJTNDaW1nJTIwY2xhc3MlM0QlMjJocy1jdGEtaW1nJTIyJTIwaWQlM0QlMjJocy1jdGEtaW1nLWNmYWVhNWQ3LTVkZTItNGU3Mi05ZTc2LTIyOWFkYWI0MmIyMyUyMiUyMHN0eWxlJTNEJTIyYm9yZGVyLXdpZHRoJTNBMHB4JTNCJTIyJTIwc3JjJTNEJTIyaHR0cHMlM0ElMkYlMkZuby1jYWNoZS5odWJzcG90LmNvbSUyRmN0YSUyRmRlZmF1bHQlMkY1MjI4OTQ4JTJGY2ZhZWE1ZDctNWRlMi00ZTcyLTllNzYtMjI5YWRhYjQyYjIzLnBuZyUyMiUyMCUyMGFsdCUzRCUyMlNVQlNDUklCRSUyMFRPJTIwTkVXU0xFVFRFUiUyMiUyRiUzRSUzQyUyRmElM0UlM0MlMkZzcGFuJTNFJTNDc2NyaXB0JTIwY2hhcnNldCUzRCUyMnV0Zi04JTIyJTIwc3JjJTNEJTIyaHR0cHMlM0ElMkYlMkZqcy5oc2N0YS5uZXQlMkZjdGElMkZjdXJyZW50LmpzJTIyJTNFJTNDJTJGc2NyaXB0JTNFJTNDc2NyaXB0JTIwdHlwZSUzRCUyMnRleHQlMkZqYXZhc2NyaXB0JTIyJTNFJTIwaGJzcHQuY3RhLmxvYWQlMjg1MjI4OTQ4JTJDJTIwJTI3Y2ZhZWE1ZDctNWRlMi00ZTcyLTllNzYtMjI5YWRhYjQyYjIzJTI3JTJDJTIwJTdCJTIydXNlTmV3TG9hZGVyJTIyJTNBJTIydHJ1ZSUyMiUyQyUyMnJlZ2lvbiUyMiUzQSUyMm5hMSUyMiU3RCUyOSUzQiUyMCUzQyUyRnNjcmlwdCUzRSUzQyUyRnNwYW4lM0UlM0MlMjEtLSUyMGVuZCUyMEh1YlNwb3QlMjBDYWxsLXRvLUFjdGlvbiUyMENvZGUlMjAtLSUzRSUzQyUyRnAlM0U= Designed to serve as your primary source for navigating the world of alternative investments. Event-Driven Strategies Eyeing an Improving Deal Environment We’ve been incrementally constructive…
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