Articles by iCapital
- Market Intelligence
Maximizing Investment Insights with Data: Leveraging AI for Smarter Decisions with Robert Huntsman
Doug and Robert explore the advancement of data management and solutions, highlighting the technology-driven tools transforming private market investing.
- Market Intelligence
Aligning the Tax Strategy to the Investor with Josh Freeman and James Costabile
We explore tax-efficient strategies to help investors and advisors navigate year-end planning and manage capital gains more effectively.
- Market Intelligence
Annual Infrastructure Investment of $3.2 Trillion Needed Through 2040
A significant infrastructure funding gap exists requiring annual investment of $3.2 trillion through 2040. #alternatives #investing
- Market Intelligence
Where To Go with Positive Stock-Bond Correlations
In periods of negative correlation, investors can rely on the bond portion of their portfolio to function as a counterweight to equities. #stocks #bonds
- Market Intelligence
Seven Critical Considerations Selecting a Private Equity Manager
Choosing the right private equity manager is crucial in the private markets industry, where the return dispersion is massive. #equity #alternatives
- Market Intelligence
Understanding Private Market Fund Distribution Waterfalls
There are four primary components to one of the most common forms of distribution waterfalls; the European waterfall. #alternatives #waterfall
- Market Intelligence
Fixed Income Investments With Principal Protection
Principal protection, including rate-linked investments, can help investors generate current income while preserving the value of their investments.
- Retirement & Income Planning
Unlocking Value: Exploring the Benefits of a One-Year Indexed Term Strategy in Structured Annuities
Combine this with a 10% buffer, there’s a slim chance that a client will experience a loss six years later. But how slim? #NCRetirementCenter
- Market Intelligence
Mapping the Impact of Alternative Investments in a Traditional Portfolio
Alts outperformed a 60/40 portfolio most strongly during weaker markets, strengthening the case for incorporating alts. #alternatives
- Market Intelligence
U.S. Private Equity vs. U.S. Public Equity Returns
Returns by North America Private Equity have consistently outperformed both large-cap (S&P 500) and small-cap US stock market indices.
- Market Intelligence
Number of Public Companies v. Private: U.S.
This chart shows the total number of U.S. companies with annual revenues greater than $100 million. #alternatives
- Market Intelligence
Number of Public Companies vs. Private
Global alternative assets under management (AUM) have grown at an annualized growth rate of 11% from 2010 to 2023.
