Brookfield’s private wealth arm has partnered with iCapital to launch a new asset allocation tool designed to help financial advisers and their clients better integrate alternative investments into portfolios.
The Alts Allocator allows users to assess investment performance and create custom portfolios across asset classes including infrastructure, real estate, private equity and private credit, comparing them against benchmarks of their choice.
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The tool uses three research-based high-net-worth investor profiles to demonstrate the benefits of adding alternatives to a traditional 60/40 portfolio. The profiles, traditionalist, emerging adopter and alts champion, are based on findings from Brookfield’s 2024 alternative investing survey.
“Equipping advisers with the resources they need to meaningfully engage clients around alternative investing is critical,” said John Sweeney, chief executive of Brookfield’s private wealth business. “Our alts institute research revealed that investors increasingly view alternatives as an essential part of portfolio strategy, and believe that an allocation to alternatives can contribute to stronger long-term outcomes compared with traditional portfolios.”
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“Our collaboration with Brookfield is focused on helping address some of the real-world challenges advisers face in portfolio construction,” said Dan Vene, co-founder and co-head of iCapital Solutions.
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Brookfield has over $1tn (£759.6bn) in assets under management.
