Brookfield, iCapital Release Tool to Model Alts Diversification Impact
Brookfield’s private wealth platform has partnered with global fintech platform iCapital to launch an interactive asset allocation tool for financial advisers and their clients. Powered by iCapital Architect, the new tool, Alts Allocator, uses three research-based high-net-worth investor profiles — traditionalist, emerging adopter, and alts champion – to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
The analysis was developed through proprietary data from Brookfield’s 2024 Alts Institute Alternative Investing Survey. The platform also allows users to create custom portfolios composed of asset classes such as infrastructure, real estate, private equity and private credit, and compare them against a benchmark of their choice.
The launch comes at a time when adviser interest in alternatives is surging. According to iCapital’s 2025 Global Advisor Survey, 96% of advisers plan to maintain or increase their allocation to alternatives this year.
“Equipping advisers with the resources they need to meaningfully engage clients around alternative investing is critical. Our Alts Institute research study revealed that investors increasingly view alternatives as an essential part of a portfolio strategy and believe that having an alternatives allocation may contribute to long-term outcomes compared to a traditional portfolio,” said John Sweeney, chief executive officer of Brookfield’s private wealth business. “Alts Allocator gives advisers a powerful way to demonstrate the benefits of alternatives while meeting clients where they are.”
iCapital Architect is part of iCapital’s modular suite of solutions built to simplify the integration of alternative investments. Through its collaboration with Brookfield, iCapital said it continues to help wealth managers “navigate complexity, educate their clients, and support the integration of alternatives in client portfolios.”
“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 at iCapital. “Powered by Architect, Alts Allocator helps advisers … assess asset performance with greater precision, make confident recommendations, and engage in more personalized, insight-driven conversations that build trust and drive better outcomes.”
Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) is a leading global alternative asset manager with over $1 trillion of assets under management across renewable power and transition, infrastructure, private equity, real estate, and credit.
Headquartered in New York, iCapital is a global fintech company supporting the alternative investments marketplace. Its solutions enable organizations to streamline and scale their operational infrastructure for alternative investments and to provide access to direct investments and feeder funds at lower minimums through simplified digital workflows. iCapital reports more than $945 billion in global platform assets, including more than $260 billion in alternatives.
Over the summer, iCapital appointed Drew Carrington to lead its alternatives in retirement portfolios strategy. Carrington will helm iCapital’s efforts to accelerate the adoption of the full range of alternative asset classes and products in the defined contribution market.
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