Earlier this year we announced an exciting new partnership with iCapital that we think points to where the alternative asset management industry is headed. Our flagship institutional quality multi-strategy global macro program is now available on the iCapital platform.
William Marr, Senior Managing Director, Wealth Management Group [email protected]
iCapital’s platform will enable streamlined access to Welton’s institutional-quality investment solutions to the wealth management community, including brokerage houses, RIAs, private banks, and family offices. The platform’s customized end-to-end technology solution digitizes the subscription, administration, operational, and reporting processes for investing in alternatives, creating more opportunities for wealth managers and their clients to efficiently access these investments.
This is great news for investors.
Democratizing access to sophisticated alternatives strategies
Until now, sophisticated strategies like the Welton multi-strategy macro program have only been available to institutional investors. Well, no more. With our new partnership, private investors across the wealth management spectrum can take advantage of the multi-strategy macro programs that are built to stand up to periods of dislocation and volatility.
We believe this collaboration is a small but important step towards the democratization of capital by providing individual investors with greater access to multi-asset, multi-strategy alternatives products that can prove especially effective during periods of market volatility.
Last year’s market conditions show how timely this could be.
The 60/40 portfolio is dead! Long live 60/40!
The most recent macroeconomic environment, which has so far seen an end to a 40-year bull market, interest rates bottoming out, and deglobalization, underscores the need for investors to implement more diversified and non-correlated investment strategies.
The confluence of these factors has led to a general underperforming of traditional 60 / 40 investment portfolios, dropping 16% in 2022 and affecting investors of all kinds. Private investors have typically had few strategic ways to broaden their portfolios beyond the traditional 60/40 portfolio composition strategy.
Our multi-strategy macro program behaves a lot like the fixed income component (the 40%) of a traditional 60/40 portfolio. It is designed to generate returns while, unlike bonds, offering the potential for downside protection in periods of market dislocation. We believe this is an effective way for investors to broaden their portfolios by incorporating systematic macro strategies.
The future of asset management
Why did an institutional firm like Welton launch a solution tailored to private investors? Our view is that as time goes by, more and more investors will seek to hold alternative asset management products in their portfolios, and we believe that global macro strategies should be an integral part of this mix. Investing is changing, and our offering on the iCapital platform is evidence of this shift. At Welton, we have a proud legacy of staying ahead of the curve, and with iCapital we can now provide innovative investment solutions to a broader and important class of investors.
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