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iCapital adds portfolio construction tool Architect
Other - FEBRUARY 16, 2024

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iCapital adds portfolio construction tool Architect

by Released

iCapital has added the portfolio construction tool, Architect, on iCapital Marketplace.

With the launch, more than 350,000 U.S. financial advisers can access Architect — which combines a user-friendly interface with sophisticated analytics — to evaluate alternatives and structured investments alongside traditional assets and seamlessly design portfolios that align with their clients’ return objectives and risk profiles.

Architect’s advanced analytics and visualizations allow advisers to evaluate the impact of adding alternatives — such as private equity, private credit, hedge funds, private real estate funds and structured investments — to an existing portfolio that includes traditional investments, including equity, fixed income, ETFs and mutual funds. Advisers also can fold in custom assets and run them through Architect’s models, allowing advisers to evaluate non-traditional client assets. The new tool compares scenarios and simulates historical perfor

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