iCapital - Blue Vault

January 24, 2024

Morningstar To Use iCapital to Help Advisors Access Alternatives

The goal is to bring the same kind of unbiased evaluation of alternative investments as Morningstar brought to mutual funds, and help advisors "see" the investments working inside the client's total portfolio.

August 21, 2023

95% Of Advisors Plan To Maintain Or Increase Alt Investments, iCapital Survey Says

Fully 95% of advisors surveyed said they plan to maintain or even increase their exposure to alternative investments, a largely unregulated and illiquid asset class, over the next 12 months, according to iCapital....

June 7, 2023

Fidelity leans into alternative strategies as demand grows amid economic uncertainty

As the financial markets brace for uncertainty related to inflation, a recession and the near-term impact of a nasty debt-ceiling fracas in Washington, Fidelity Investments is preparing for increased interest in alternative investments.

March 29, 2023

PATRIZIA and iCapital Announce Partnership to Expand Private Wealth Offering

PATRIZIA and iCapital Announce Partnership to Expand Private Wealth Offering March 28, 2023 | ffnews.com PATRIZIA, a leading partner for global real assets, and iCapital, a global fintech platform driving access to alternative investment products in the wealth management industry, have partnered to provide wealth managers with access to certain PATRIZIA investment solutions available through Allfunds, the world’s largest fund distribution network, and a strategic partner of iCapital. PATRIZIA will leverage iCapital’s technology platform and structuring solutions to provide wealth managers and…

February 22, 2023

Welton Investment Partners Announces Partnership With iCapital®

Welton Investment Partners Announces Partnership With iCapital® to Provide the Wealth Management Community With Access to Its Multi-Strategy Macro Program February 15, 2023 | iCapital Welton Investment Partners (Welton), the alternative investment manager focused on the pursuit of consistent returns across market environments, today announced the firm's strategic partnership with iCapital, the leading global fintech…

November 8, 2022

iCapital’s Amoroso on Markets Post-Fed, Strategy (Video)

iCapital's Amoroso on Markets Post-Fed, Strategy (Video) November 2, 2022 | Bloomberg: Daybreak-Australia Anastasia Amoroso, Chief Investment Strategist at iCapital, discusses the market reaction to the latest rate decision from the Federal Reserve and her investment strategy. She speaks in "Bloomberg Daybreak: Australia" with Haidi Stroud-Watts and Kathleen Hays. Watch Video

October 27, 2022

The Credit Face-Off: Do Leveraged Loans, High Yield Bonds, or Private Debt Offer the Best Value?

The Credit Face-Off: Do Leveraged Loans, High Yield Bonds, or Private Debt Offer the Best Value? October 25, 2022 | Anastasia Amoroso | iCapital While leveraged loans have far outshined all other fixed income assets this year, we explore why now might be the right time for investors to re-allocate from publicly traded leveraged loans…

October 4, 2022

Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally

Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally October 4, 2022 | iCapital® Ardian, a world leading private investment house, has entered into a partnership with iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries to provide wealth…

September 22, 2022

iCapital® and Tikehau Capital Announce Partnership to Broaden Wealth Managers’ Access to Private Markets across EMEA

iCapital® and Tikehau Capital Announce Partnership to Broaden Wealth Managers’ Access to Private Markets across EMEA September 15, 2022 | iCapital Tikehau Capital (Paris:TKO), the global alternative asset manager, and iCapital[1], the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced a partnership to…

Morningstar To Use iCapital to Help Advisors Access Alternatives

95% Of Advisors Plan To Maintain Or Increase Alt Investments, iCapital Survey Says

Fidelity leans into alternative strategies as demand grows amid economic uncertainty

PATRIZIA and iCapital Announce Partnership to Expand Private Wealth Offering

Welton Investment Partners Announces Partnership With iCapital®

iCapital’s Amoroso on Markets Post-Fed, Strategy (Video)

The Credit Face-Off: Do Leveraged Loans, High Yield Bonds, or Private Debt Offer the Best Value?

Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally

iCapital® and Tikehau Capital Announce Partnership to Broaden Wealth Managers’ Access to Private Markets across EMEA

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