A Wide Variety of Quality Private Investment Opportunities and Hedge Funds
iCapital is the leader in providing the independent wealth advisory industry with a diverse selection of quality private equity, credit, real estate and hedge funds. By providing access to these funds, complemented by institutional-quality investment and operational due diligence, iCapital helps advisors achieve their client’s investment goals of growth, income and portfolio diversification.
Private Investment Opportunities
Hedge Fund Opportunities
The iCapital Research & Diligence Team serves as an extension of an independent advisory firm, supplementing its practice with dedicated support on alternative investments – from product sourcing and diligence to comprehensive education and counsel on portfolio construction.
The iCapital Fund Selection Process
iCapital meets with hundreds of experienced fund managers each year and selects a small percentage of those to be featured on the iCapital flagship platform, covering the breadth of asset types and key strategies across the alternative investment landscape.
Anatomy of a Fund Review
Comprehensive Due Diligence to Monitor for Red Flags and Proactively Identify Issues for the Life of the Investment
• Quarterly update calls/webinars
• Regular calls/meetings
• Performance analysis
• Ongoing quantitative analysis
• Cash flow planning
• Public news sources
• Regulatory items
• Fund amendments
MARKET COMMENTARY AND TRENDS
Insights on market trends and conditions and the risk/reward dynamics of investment strategies
Comprehensive educational tools on the fundamentals of private investing and new product structures
iCapital product experts are on hand to help build advisors’ understanding of investment strategies within a portfolio’s construction
Research and Due Diligence Leadership
More than 75 collective years of leadership and expertise in the identification and monitoring of quality alternative investment opportunities