Episode 220 – Model Portfolios for Modern Investing with Kunal Shah

Kunal Shah is the Managing Director and Head of Private Asset Research and Model Portfolios at the Global FinTech firm – iCapital. In this podcast, Doug and Kunal explore the rising interest in alternative investments, emphasizing the importance of education, data-driven model portfolios, and technological advancements to simplify and optimize advisor investment strategies. Topics discussed: … Continue reading Episode 220 – Model Portfolios for Modern Investing with Kunal Shah →

Kunal Shah is the Managing Director and Head of Private Asset Research and Model Portfolios at the Global FinTech firm – iCapital.

In this podcast, Doug and Kunal explore the rising interest in alternative investments, emphasizing the importance of education, data-driven model portfolios, and technological advancements to simplify and optimize advisor investment strategies.

Topics discussed:

The abilities of alternative investments, citing their capabilities to provide lower correlation, enhanced returns, and different income sources compared to traditional public markets.
Educational barriers and structural challenges advisors face when incorporating alternative investments.
Introduction to a new model portfolio focusing on alternative investments, which provides guidance on allocation among different asset classes such as private equity, private credit, and real assets.
The development of the model portfolio which involved extensive data analysis, performance review, and optimization to ensure high risk-adjusted returns through a diversified and balanced approach.
The model portfolio availability on the iCapital marketplace for all advisors, with plans to introduce more portfolios targeting different outcomes and allowing for customization based on client needs.
How model portfolios simplify the integration of alternative investments, helping advisors meet client demands, diversify portfolios, and potentially attract more clients.
Upcoming technology enhancements, including a multi-investment workflow, and the launch of the new portfolio analytics solution, Architect, aimed at making the investment process more efficient and seamless for advisors.

Resources: 

iCapital

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