iCapital Expands Model Portfolio Suite with Growth Offering

iCapital announced the launch of a new growth model portfolio, which enables advisors to integrate exposure to private equity investments with traditional public market investments. The growth model complements the firm’s existing suite of both iCapital-designed and customized model portfolios and provides financial advisors an additional tool to help build out allocations to alternatives.

The growth model portfolio provides a curated program of private equity funds that provides diversification across investment strategies and styles. Paired with iCapital’s portfolio construction tool, Architect, advisors can run an analysis to evaluate the impact of incorporating alternative investments alongside traditional portfolio holdings.

“With investor allocations into private markets expected to double by the end of the decade, combining model portfolios with intuitive technology is key to providing wealth advisors and their clients with a streamlined, holistic alternatives experience,” said Steve Houston, managing director and co-head of iCapital Solutions.

This announcement follows the launch of iCapital’s first model portfolio, iCapital balanced model portfolio earlier this year.