Access here alternative investment news about Private Wealth Advisors Need The Right Portfolio Analytics Tools
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Lawrence Calcano, Chairman and CEO of fintech firm iCapital, explains the challenges advisors face in helping clients gain exposure to alternatives products – and why having a purpose-built, comprehensive portfolio construction tool matters. Why are private wealth investors increasingly calling for access to alternative investments? In recent periods of heightened market volatility, the traditional 60/40 portfolio has come under stress. In 2022, investors with this allocation experienced one of the worst years for returns on record as stocks and bonds moved downward in lockstep, prompting many individual investors to search for new sources of return, income, and diversification.