iCapital
About iCapital iCapital powers the world's alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, data management and distribution capabilities and an innovative operating system. iCapital is the trusted technology partner to independent financial advisors, wealth managers, and asset managers, offering unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients. At the forefront of the digital transformation in alternative investing, iCapital's secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $184.7 billioni in global platform assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients' existing infrastructure platform and tools. iCapital employs more than 1,450 people globally, and has 12 offices worldwide including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance including Forbes Fintech 50 for 2018, 2019, 2020, 2021, 2022, 2023, and 2024 and MMI/Barron's Industry Awards as Solutions Provider of the Year for 2020, 2021, 2022, and 2023. For more information, visit https://icapital.com | Twitter (X): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc/
Articles by iCapital
- Market Intelligence
Maximizing Investment Insights with Data: Leveraging AI for Smarter Decisions with Robert Huntsman
Doug and Robert explore the advancement of data management and solutions, highlighting the technology-driven tools transforming private market investing.
- Market Intelligence
Aligning the Tax Strategy to the Investor with Josh Freeman and James Costabile
We explore tax-efficient strategies to help investors and advisors navigate year-end planning and manage capital gains more effectively.
- Market Intelligence
Annual Infrastructure Investment of $3.2 Trillion Needed Through 2040
A significant infrastructure funding gap exists requiring annual investment of $3.2 trillion through 2040. #alternatives #investing
- Market Intelligence
Where To Go with Positive Stock-Bond Correlations
In periods of negative correlation, investors can rely on the bond portion of their portfolio to function as a counterweight to equities. #stocks #bonds
- Market Intelligence
Seven Critical Considerations Selecting a Private Equity Manager
Choosing the right private equity manager is crucial in the private markets industry, where the return dispersion is massive. #equity #alternatives
- Market Intelligence
Understanding Private Market Fund Distribution Waterfalls
There are four primary components to one of the most common forms of distribution waterfalls; the European waterfall. #alternatives #waterfall
- Market Intelligence
Fixed Income Investments With Principal Protection
Principal protection, including rate-linked investments, can help investors generate current income while preserving the value of their investments.
- Retirement & Income Planning
Unlocking Value: Exploring the Benefits of a One-Year Indexed Term Strategy in Structured Annuities
Combine this with a 10% buffer, there’s a slim chance that a client will experience a loss six years later. But how slim? #NCRetirementCenter
- Market Intelligence
Mapping the Impact of Alternative Investments in a Traditional Portfolio
Alts outperformed a 60/40 portfolio most strongly during weaker markets, strengthening the case for incorporating alts. #alternatives
- Market Intelligence
U.S. Private Equity vs. U.S. Public Equity Returns
Returns by North America Private Equity have consistently outperformed both large-cap (S&P 500) and small-cap US stock market indices.
- Market Intelligence
Number of Public Companies v. Private: U.S.
This chart shows the total number of U.S. companies with annual revenues greater than $100 million. #alternatives
- Market Intelligence
Number of Public Companies vs. Private
Global alternative assets under management (AUM) have grown at an annualized growth rate of 11% from 2010 to 2023.