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Stock impact report

Brookfield and iCapital team up for tool to sharpen advisor conversations on alternatives [Wealth Professional (Canada)]

Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT) 
Brookfield and iCapital have launched a new portfolio modeling tool aimed at helping financial advisors make the case for alternative investments in client portfolios. Called The Alts Allocator, the interactive platform allows advisors to build and test allocation scenarios across alternative asset classes and compare results to traditional portfolios. John Sweeney, CEO of Brookfield Wealth Solutions told WP that the tool is meant to make conversations about alternatives more relatable for clients. “With it, advisors can create portfolios, test allocations, and turn client conversations into something personal, tangible, and data-driven,” he said. According to iCapital's 2025 Global Advisor Survey, 96% of financial professionals plan to maintain or increase their use of alternatives this year and Brookfield's research suggests that investors, too, are ready to engage, if their advisors are leading the discussion. “In our 2024 survey, we learned that 80% of investors said th Show less Read more
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