iCapital

We explore tax-efficient strategies to help investors and advisors navigate year-end planning and manage capital gains more effectively.

When you consider a fixed indexed annuity, you face a multitude of decisions regarding the appropriate strategy within the FIA. #annuity

What we fundamentally believe is the economy is slowing but still growing and the AI growth story is still intact. #alternatives

The AI hype disappointment, election risks impact on tech via export controls, worries about the consumer and concerns about the economy. #markets

A significant infrastructure funding gap exists requiring annual investment of $3.2 trillion through 2040. #alternatives #investing

Inspirational leadership, and his unwavering belief that technology, innovation and responsible investment can create a better financial future for all.

Practice management aspects involved in launching and maintaining a structured investments business at a wealth management firm. #advisors

While venture capital and buyout strategies get the bulk of the headlines, it’s growth equity that remains the top performer. #growth #equity

Doug and Kunal explore the rising interest in alternative investments, emphasizing the importance of education, data-driven model portfolios #invest

We outline five potential catalysts for markets during the second half of the year. #markets #alternative

The private equity secondaries market has shown remarkable strength amid the fundraising challenges in the broader private markets in recent years.

Beyond 60/40 discusses the latest in alternative investing. On this episode, learn more about investing in the software sector. #software #investing

High of a cap would lead one to choose an FIA with a higher, but unknown return, over the known and certain 5% annual return provided by a fixed annuity?

Anastasia Amoroso, Chief Investment Strategist at iCapital, shares her insights on the growth potential in the private equity secondaries market.

I offered a simple solution – stick with one-year cap strategies on the S&P 500 SPX. Why needlessly complicate things? #NCRetirementCenter

In periods of negative correlation, investors can rely on the bond portion of their portfolio to function as a counterweight to equities. #stocks #bonds

individual investors now have an ability to access private market return and diversification potential through numerous high-quality managers. #future

New financial technology platforms are making it possible for high-net-worth investors to access private market investments. #alternatives

Beyond 60/40, Anastasia Amoroso, iCapital Chief Investment Strategist, discusses growth factors in the semiconductor space. #alternatives

Older annuity contracts likely have more generous payout rates making them a valuable source of income for policyholders. #NCRetirementCenter #annuity

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.