Global fintech platform, iCapital, announced the launch of its new iCapital Growth Model Portfolio, which allows financial advisors to integrate private equity investments with traditional public market holdings. This new model complements iCapital's existing suite of model portfolios, offering advisors a holistic approach to portfolio construction by including alternative investments. The Growth Model provides diversification across investment strategies and styles, partnering with top-tier managers to meet the growing demand for private equity funds among wealth advisors. Paired with iCapital's portfolio construction tool, architects, and advisors can easily evaluate the impact of these investments, enhancing their ability to build robust, diversified portfolios for their clients.
iCapital's latest offering follows the launch of its first model portfolio, the iCapital Balanced Model Portfolio, earlier this year, which set a precedent in the wealth management industry. Developed by iCapital’s Research and Due Diligence team, the Model Portfolio suite provides a flexible way for wealth advisors to incorporate alternative investments for both qualified clients and accredited investors. With over $202 billion in global platform assets, iCapital’s platform aims to streamline the private market investing process and enhance client support throughout the investment lifecycle.
