Service Provider News & Perspectives

June 13, 2022

iCapital: An Overview of Structured Products

An Overview of Structured Products June 13, 2022 | iCapital The key takeaway from this white paper is: • Structured notes and CDs enable investors to pursue a defined investment outcome, gain exposure to an asset class, or hedge existing positions. Read White Paper

June 13, 2022

Headroom in Tech Budgets Offers Long-term Upside for Private Capital

Headroom in Tech Budgets Offers Long-term Upside for Private Capital June 13, 2022 | iCapital Key takeaways from this white paper: • Current valuations for tech providers may seem high, but the headroom for increases in corporate tech expenditures suggests that this is a long-term trend to stay invested in. • Financial companies are…

June 13, 2022

Marketing Intent: It’s Not About Your Services – 3 Ways To Connect With The Right Clients On Your Website

It’s Not About Your Services – 3 Ways To Connect With The Right Clients On Your Website June 13, 2022 | Marketing Intent It’s not about your services when you’re thinking about your website and how to attract the right clients – it’s who you would like to work for instead of what you do.…

June 10, 2022

CAIS: Expanding the (Alternative) Universe

CAIS: Expanding the (Alternative) Universe June 10, 2022 | Nicholas Reade | CAIS We started the year with record highs in global equity markets and a general expectation that the U.S. Federal Reserve (the Fed) would hike interest rates to tame the multi-decade high rate of inflation. At the time, we believed that these conditions…

June 8, 2022

Market Pulse: Rising chance of a soft-ish landing an opportunity for financials

Market Pulse: Rising chance of a soft-ish landing an opportunity for financials June 8, 2022 | Anastasia Amoroso | iCapital A combination of growth expectations remaining in positive territory, signs of inflation peaking, and the Fed’s apparent willingness to take a balanced approach to tightening collectively offer hope that we can avoid an economic crash…

June 3, 2022

iCapital Market Pulse: Parsing credit risk as rates rise and spreads widen

iCapital Market Pulse: Parsing credit risk as rates rise and spreads widen June 2, 2022 | Anastasia Amoroso | iCapital Anxiety about potential credit defaults has risen on the back of equity volatility, rate rises, credit spreads widening, and recessionary concerns. Thankfully, data on high yield and leveraged loan credit quality suggests borrowers are entering…

June 1, 2022

What does investor servicing and transfer agency cost for a non-traded REIT or BDC?

What does investor servicing and transfer agency cost for a non-traded REIT or BDC? May 31, 2022 | Mike Huisman | UMB In my role leading UMB’s transfer agency, alternatives sponsors call me and say, “Here’s an NDA; let’s talk pricing for this non-traded REIT (NTR) or business development company (BDC) we’re bringing out.” One…

May 27, 2022

iCapital® to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions

iCapital® to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions May 25, 2022 | iCapital iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and SIMON Markets2, the award-winning3 fintech company offering a digital platform designed to help…

May 26, 2022

Alternative Investment Exchange (AIX) Announces Technology Integration with The Sycamore Company

Alternative Investment Exchange (AIX) Announces Technology Integration with The Sycamore Company May 25, 2022 | Alternative Investment Exchange Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, is integrating with The Sycamore Company ("Sycamore") to put efficient alternative investing at advisors' fingertips. Sycamore is a provider of cloud-based…