Envestnet and Blue Owl Capital Applaud the Launch of iCapital’s Model Portfolios

Financial advisors across the U.S. now have access to iCapital’s Model Portfolios, a new offering praised by Envestnet Solutions and Blue Owl Capital. The Model Portfolios, available on iCapital Marketplace, provide a seamless way for wealth managers to integrate alternative investments into their clients’ portfolios.

Envestnet and Blue Owl Capital have commended iCapital’s launch of Model Portfolios, a new tool that simplifies the integration of alternative investments into client portfolios for over 100,000 U.S. Financial Advisors.

iMAP: A Balanced Approach to Private Markets Investing

The first model portfolio, iMAP (iCapital Multi-Asset Portfolio), combines income and growth through private markets investing. This balanced portfolio aims to generate total returns with reduced volatility and fewer drawdowns than traditional asset classes, providing a more effective way to manage market stress. Advisors can leverage iCapital’s portfolio construction tool, Architect, to evaluate the impact of incorporating alternative investments alongside traditional portfolio holdings.

Model Portfolios: Aiding Asset Allocation in Alternative Investments

iCapital’s Model Portfolios are designed to assist with asset allocation within alternative investments and identify top-tier products that fit those allocations. Developed through quantitative analysis by iCapital’s research and due diligence team, the Model Portfolios suite offers a comprehensive and flexible way for financial advisors to include these investments in their practice. The Multi-Asset Portfolio provides a balanced alternative investment allocation across five funds from top-tier managers in private equity, private credit, and real assets.

Future Plans for iCapital’s Model Portfolios

Lawrence Calcano, Chairman and CEO of iCapital, expressed excitement over the introduction of iCapital Model Portfolios and revealed plans to work with leading alternative asset managers to design and curate additional outcome-based models. Dana D’Auria, Co-Chief Investment Officer and Group President of Envestnet Solutions, and Sean Connor, President & CEO Global Private Wealth at Blue Owl Capital, also shared their positive views on the new offering.

Conclusion

The launch of iCapital’s Model Portfolios marks a significant innovation in portfolio management, providing a practical tool for wealth managers to integrate alternative investments into their clients’ portfolios. As demand grows, iCapital plans to introduce additional outcome-based models, further simplifying the investment process for financial advisors and their clients.