Alts Custodian has announced the launch of its new private markets portfolio construction and modeling platform, giving financial professionals a new way to evaluate alternative investments — not in isolation, but as part of the investor’s overall portfolio.
The platform allows advisers, family offices and individual investors to integrate private-market funds and other alternative investments into existing portfolios and immediately see how different allocations may affect long-term returns, liquidity and downside risk.
The idea is simple: before allocating to an alternative investment, model what it actually does to the portfolio.
Users can build an alternative-investment sleeve using multiple private-market offerings, adjust allocations and compare the resulting portfolio against its traditional public-market baseline.
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