Key Takeaways
- • Hamilton Lane expands its iCapital partnership to distribute evergreen private markets strategies—spanning private equity, infrastructure, secondaries, and venture capital—globally through iCapital Marketplace, broadening access to institutional-quality private market investments for wealth managers and family offices worldwide.
- • iCapital Marketplace now offers Hamilton Lane's diversified private markets portfolio to a global network of wealth managers, including private banks, independent financial advisors, and family offices, addressing growing demand for scalable, integrated private markets access via a single platform.
- • Fortem Capital launches the Fortem Capital Managed Futures Fund as a daily dealing UCITS strategy designed to address two structural inefficiencies in managed futures: excessive fees relative to industry standards and wide performance dispersion across managers.
- • Managed futures historically deliver positive long-term returns with low correlation to traditional assets, positioning them as reliable liquid diversifiers; Fortem's fund structure aims to democratize access while reducing cost barriers for institutional and retail investors.
Summary
Hamilton Lane, the New York-listed private markets investment manager, has significantly expanded its strategic partnership with iCapital, the global fintech platform connecting wealth managers with alternative investments. The expanded collaboration introduces a suite of "evergreen" strategies across private equity, infrastructure, secondaries, and venture capital, made available to wealth managers internationally through iCapital Marketplace. This distribution advancement reflects sustained institutional demand for diversified private markets exposure delivered through centralized, scalable platforms.
The partnership leverages iCapital's integrated marketplace infrastructure, which serves private banks, independent financial advisors, and family offices seeking institutional-quality private markets investments. Jocelyn Pidoux, head of asset manager solutions EMEA at iCapital, underscored the strategic rationale: the collaboration addresses "growing demand from global wealth managers for diversified private market evergreen strategies delivered through a scalable, integrated platform." By centralizing Hamilton Lane's offerings on iCapital Marketplace, both firms are positioning to capture the structural shift toward democratized access to alternative assets across the global wealth management channel.
In parallel, Fortem Capital, a specialist in liquid alternatives, introduced the Fortem Capital Managed Futures Fund, a daily dealing UCITS structure targeting two persistent inefficiencies in the managed futures industry. Managed futures have demonstrated historical resilience as liquid diversifiers, generating positive long-term returns with minimal correlation to traditional equities and bonds. However, Fortem identifies prohibitively high fees and substantial outcome dispersion across competing managers as barriers to broader adoption. The new fund addresses these constraints through a daily dealing structure and an ongoing charge materially below the CTA industry standard, lowering the cost of entry for institutional and retail investors seeking non-correlated return streams.
These developments reflect a broader institutional trend: the reallocation of capital toward alternative asset classes and the infrastructure consolidation enabling seamless access to diversified strategies across private markets and liquid alternatives. Both initiatives target wealth managers and their clients seeking differentiated return profiles, liquidity flexibility, and cost efficiency within the alternative investment ecosystem.
The partnership leverages iCapital's integrated marketplace infrastructure, which serves private banks, independent financial advisors, and family offices seeking institutional-quality private markets investments. Jocelyn Pidoux, head of asset manager solutions EMEA at iCapital, underscored the strategic rationale: the collaboration addresses "growing demand from global wealth managers for diversified private market evergreen strategies delivered through a scalable, integrated platform." By centralizing Hamilton Lane's offerings on iCapital Marketplace, both firms are positioning to capture the structural shift toward democratized access to alternative assets across the global wealth management channel.
In parallel, Fortem Capital, a specialist in liquid alternatives, introduced the Fortem Capital Managed Futures Fund, a daily dealing UCITS structure targeting two persistent inefficiencies in the managed futures industry. Managed futures have demonstrated historical resilience as liquid diversifiers, generating positive long-term returns with minimal correlation to traditional equities and bonds. However, Fortem identifies prohibitively high fees and substantial outcome dispersion across competing managers as barriers to broader adoption. The new fund addresses these constraints through a daily dealing structure and an ongoing charge materially below the CTA industry standard, lowering the cost of entry for institutional and retail investors seeking non-correlated return streams.
These developments reflect a broader institutional trend: the reallocation of capital toward alternative asset classes and the infrastructure consolidation enabling seamless access to diversified strategies across private markets and liquid alternatives. Both initiatives target wealth managers and their clients seeking differentiated return profiles, liquidity flexibility, and cost efficiency within the alternative investment ecosystem.
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