iCapital

Choosing the right private equity manager is crucial in the private markets industry, where the return dispersion is massive. #equity #alternatives

Maximizing growth is a secondary goal once the desired level of protection is chosen. #NCRetirementCenter #annuity

A shifting relationship between stocks and bonds means the value of diversification is on a cyclical upswing that may last for years. #diversity

As investors continue to look for fixed income alternatives, callable market linked income notes offer one way to pursue yield. #investing

There are four primary components to one of the most common forms of distribution waterfalls; the European waterfall. #alternatives #waterfall

The key tax incentive is the complete elimination of tax on any capital gains generated by the QOZ fund if the fund is held for at least 10 years. #taxes

An alternative to fixed annuities that provide a degree of market upside with full protection against market loss. #NCRetirementCenter

Principal protection, including rate-linked investments, can help investors generate current income while preserving the value of their investments.

Leveraging analysis from over 130,000+ past offerings and $59bn in volume on iCapital’s structured investments platform. #alternatives #iCapital

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

Increase awareness of annuities by providing market color, friendly tips, and interesting stats at a glance. #annuities

Alts outperformed a 60/40 portfolio most strongly during weaker markets, strengthening the case for incorporating alts. #alternatives

A conversation regarding the 2024 Federal Reserve rate cuts and the potential consequences they may entail. #markets

What if you could gain market exposure, but limit your losses if the market goes down? #structured #investment #investing

This article explains private market fund fees and summarizes the mechanics of making a private market fund investment.

Fixed annuities preserve retirement assets by providing both a guaranteed annual return and full protection of principal. #annuities

If you are thinking of investing in hedge funds, you’re likely spending a time understanding the different investment strategies.

Hedge funds, specifically macro strategies, have generally performed far better during periods of higher interest rates and market volatility.

We do a deep dive into the alternative investment space and speak to industry leaders who share their expertise and insights.

Returns by North America Private Equity have consistently outperformed both large-cap (S&P 500) and small-cap US stock market indices.

The investment landscape is changing for financial advisors as they move beyond traditional 60/40 portfolios. #alternatives

This chart shows the total number of U.S. companies with annual revenues greater than $100 million. #alternatives

The need to incorporate a diverse range of quality private asset exposures into a portfolio is greater than ever. #alternatives

iCapital Managing Director Scott Stolz dissects the evolution of annuities and its variations available today. #annuities

3 factors driving interest rates from the Federal Reserve in 2024, and how this might affect markets and returns in stocks, bonds and alternatives.

Global alternative assets under management (AUM) have grown at an annualized growth rate of 11% from 2010 to 2023. 

Alternative investments provide access to investment opportunities generally not available in a traditional stock/bond portfolio allocation.