Brookfield and iCapital have introduced a portfolio modelling tool to help financial advisors show clients how alternative assets can strengthen diversification.
Brookfield’s private wealth platform has partnered with iCapital to roll out Alts Allocator, an interactive tool designed to help advisors assess how alternative investments could fit into client portfolios. The tool is powered by iCapital Architect, the firm’s portfolio construction technology The tool is powered by iCapital Architect, the firm’s portfolio construction technology. Alts Allocator uses three research - based investor profiles: Traditiona