Key Takeaways
- • Hamilton Lane expanded its partnership with iCapital to distribute "evergreen" private markets strategies—spanning private equity, infrastructure, secondaries, and venture capital—to global wealth managers, private banks, independent financial advisors, and family offices via iCapital Marketplace.
- • The expanded Hamilton Lane-iCapital collaboration addresses growing institutional demand for diversified private market access through a single, scalable platform, with Jocelyn Pidoux (iCapital head of asset manager solutions EMEA) citing support for "broader participation in institutional-quality private market investments across the global wealth channel."
- • Fortem Capital launched the Fortem Capital Managed Futures Fund, a daily dealing UCITS strategy designed to reduce investor friction in accessing managed futures by offering below-industry-standard fees while maintaining the asset class's historically low correlation to traditional assets.
- • Fortem Capital's product addresses two persistent barriers to managed futures adoption: elevated costs relative to the CTA industry standard and wide performance dispersion across managers, positioning daily UCITS dealing as a more efficient alternative.
Summary
Hamilton Lane, the New York-listed alternative asset manager, has significantly expanded its distribution reach by broadening its partnership with iCapital, a fintech platform connecting wealth managers to private markets opportunities. The expanded collaboration adds a suite of "evergreen" strategies across private equity, infrastructure, secondaries, and venture capital to iCapital Marketplace, making institutional-quality private markets products available to wealth advisors globally, including private banks, independent financial advisors, and family offices through a single integrated access point.
The partnership expansion reflects structural shifts in wealth management distribution. Jocelyn Pidoux, head of asset manager solutions EMEA at iCapital, framed the collaboration as responsive to "growing demand from global wealth managers for diversified private market evergreen strategies delivered through a scalable, integrated platform." By centralizing Hamilton Lane's institutional-caliber offerings on iCapital's infrastructure, the firms aim to democratize access to private markets while maintaining operational efficiency and compliance standards across geographies.
In parallel product developments within alternative investment solutions, Fortem Capital launched the Fortem Capital Managed Futures Fund, a daily dealing UCITS-compliant strategy targeting a persistent inefficiency in managed futures distribution. The fund addresses two structural headwinds: the historically elevated cost structure of CTA-managed strategies relative to other liquid alternatives, and significant performance dispersion across individual managers. Fortem's product delivers daily liquidity through a UCITS wrapper while maintaining fee structures materially below CTA industry standards, positioning the offering as a lower-friction entry point to managed futures' documented diversification benefits—the asset class has historically delivered positive long-term returns with low correlation to traditional equities and fixed income.
These announcements highlight the ongoing institutional shift toward platform-based, diversified access to alternative investments, with particular emphasis on cost efficiency and operational scalability in serving wealth management channels globally.
The partnership expansion reflects structural shifts in wealth management distribution. Jocelyn Pidoux, head of asset manager solutions EMEA at iCapital, framed the collaboration as responsive to "growing demand from global wealth managers for diversified private market evergreen strategies delivered through a scalable, integrated platform." By centralizing Hamilton Lane's institutional-caliber offerings on iCapital's infrastructure, the firms aim to democratize access to private markets while maintaining operational efficiency and compliance standards across geographies.
In parallel product developments within alternative investment solutions, Fortem Capital launched the Fortem Capital Managed Futures Fund, a daily dealing UCITS-compliant strategy targeting a persistent inefficiency in managed futures distribution. The fund addresses two structural headwinds: the historically elevated cost structure of CTA-managed strategies relative to other liquid alternatives, and significant performance dispersion across individual managers. Fortem's product delivers daily liquidity through a UCITS wrapper while maintaining fee structures materially below CTA industry standards, positioning the offering as a lower-friction entry point to managed futures' documented diversification benefits—the asset class has historically delivered positive long-term returns with low correlation to traditional equities and fixed income.
These announcements highlight the ongoing institutional shift toward platform-based, diversified access to alternative investments, with particular emphasis on cost efficiency and operational scalability in serving wealth management channels globally.
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