Brookfield, iCapital Launch Tool to Help Advisors Model Alts Investment Portfolios
Brookfield’s Private Wealth platform has teamed up with iCapital to launch an interactive portfolio-construction tool called “Alts Allocator,” designed to help financial advisors and their clients visualize the impact of alternative investments within diversified portfolios.
Powered by iCapital Architect, the tool allows users to simulate how allocating to alternatives such as infrastructure, real estate, private equity, and private credit can enhance diversification and improve long-term investment outcomes relative to traditional 60/40 benchmarks.
“Alts Allocator” draws on data from Brookfield’s 2024 Alts Institute Alternative Investing Survey, which identified three distinct investor personas—Traditionalist, Emerging Adopter, and Alts Champion—representing varying levels of comfort and experience with alternatives. Advisors can use these profiles or create custom allocations to compare risk/return characteristics across multiple asset mixes and benchmarks.
The launch comes as financial advisors continue to expand their focus on private markets. According to the 2025 iCapital Global Advisor Survey, 96% of advisors plan to maintain or increase allocations to alternatives this year, underscoring growing demand for education and analytical tools that simplify complex investment conversations.
“Equipping advisors with resources that help them meaningfully engage clients around alternative investing is critical,” said John Sweeney, CEO of Brookfield’s Private Wealth business. “Alts Allocator gives advisors a powerful, visual way to demonstrate the potential benefits of alternatives while meeting clients where they are.”
“Advisors face real challenges integrating private markets into traditional portfolios,” added Dan Vene, Co-Founder and Co-Head of iCapital Solutions. “Our collaboration with Brookfield is designed to simplify that process and help advisors more effectively bridge the gap between institutional investing and individual portfolios.”