Brookfield has announced its private wealth platform has partnered with iCapital to launch a new interactive asset allocation tool for financial advisers and their clients. Powered by iCapital Architect, “Alts Allocator” utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
The “Alts Allocator” model analysis is built upon three alts investor personalities: traditionalist, emerging adopter and alts champion, which were developed through proprietary data from Brookfield’s 2024 Alts Institute Alternative Investing Survey. Users can then opt to create custom portfolios from asset classes, including infrastructure, real estate, private equity and private credit, and compare them to the benchmark of their choice.
This launch comes at a time when adviser interest in alternatives is surging. According to iC
