Financial Advisors Want Alts for Everyone, According to a New CAIS Survey June 21, 2022 | Holly Deaton | RIAIntel A new survey suggests that financial advisors want all retail investors to have the same access as accredited investors. A majority of financial professionals, including RIAs, believe that all retail investors should have access to…

Bento Engine Scores $1.1 Million in Seed Funding June 23, 2022 | Holly Deaton | RIAIntel Bento Engine, a fintech company that mines CRM data and alerts advisors when it finds potential advice opportunities for their clients, announced Wednesday that it had raised $1.1 million in a seed round of funding from a group of…

iCapital Market Pulse: Portfolio do’s and don’ts as the Fed hits the brakes June 17, 2022 | iCapital After a hawkish Fed meeting, investors are rightly worried about what rate hikes may mean for growth, and what that might mean for portfolio positioning. We still see a sustained growth slowdown–but not outright recession–as the most…

iCapital: Alternative Investments Compendium June 21, 2022 | iCapital A comprehensive guide for understanding private capital markets, hedge funds, and cryptocurrency assets for Q1 2022. Get Report

An Overview of Structured Products June 13, 2022 | iCapital The key takeaway from this white paper is: • Structured notes and CDs enable investors to pursue a defined investment outcome, gain exposure to an asset class, or hedge existing positions. Read White Paper

Headroom in Tech Budgets Offers Long-term Upside for Private Capital June 13, 2022 | iCapital   Key takeaways from this white paper: • Current valuations for tech providers may seem high, but the headroom for increases in corporate tech expenditures suggests that this is a long-term trend to stay invested in. • Financial companies are…

CAIS: Expanding the (Alternative) Universe June 10, 2022 | Nicholas Reade | CAIS We started the year with record highs in global equity markets and a general expectation that the U.S. Federal Reserve (the Fed) would hike interest rates to tame the multi-decade high rate of inflation. At the time, we believed that these conditions…

Market Pulse: Rising chance of a soft-ish landing an opportunity for financials June 8, 2022 | Anastasia Amoroso | iCapital A combination of growth expectations remaining in positive territory, signs of inflation peaking, and the Fed’s apparent willingness to take a balanced approach to tightening collectively offer hope that we can avoid an economic crash…

iCapital Market Pulse: Parsing credit risk as rates rise and spreads widen June 2, 2022 | Anastasia Amoroso | iCapital Anxiety about potential credit defaults has risen on the back of equity volatility, rate rises, credit spreads widening, and recessionary concerns. Thankfully, data on high yield and leveraged loan credit quality suggests borrowers are entering…