Apollo (NYSE: APO) has launched Apollo Allocation Pro – a tool designed to provide financial advisers with an intuitive, hands-on experience to explore portfolio construction strategies that include alternatives, particularly private markets.
Now available on Apollo’s website, Apollo Allocation Pro is the company’s latest activity to increase access to alternatives and empower advisers with education and resources for integrating private markets into client portfolios.
The tool – developed in partnership with global fintech platform iCapital – builds off Apollo Academy, the firm’s alternative investment educational platform launched in September 2022, which includes continuing education-credit classes, white papers, podcasts, and a daily blog.
“With Apollo Allocation Pro, we’re continuing to educate and empower financial advisers as they seek greater diversification and excess return on behalf of their clients,” said Apollo’s Stephanie Drescher, partner and chief client and product development officer.
According to the company, the tool’s interactive portfolio design is paramount. A user can create and model portfolio allocations that integrate alternatives alongside traditional public market indices with varying levels of risk tolerance across asset classes. In addition, the resources include adviser-focused insights which access 17 different indices.
“This tool highlights our commitment to providing advisers with resources to integrate private market strategies into portfolios, enabling them to deliver tailored solutions that align with their clients’ financial goals.”
In other Apollo news, the non-listed net asset value real estate investment trust sponsored by Apollo Global Management Inc. – Apollo Realty Income Solutions Inc. – announced the appointment of Jess Lipsey to the positions of chief executive officer and president of the company. The company has also elected Lipsey to the board. Each appointment took effect Dec. 31, 2024, and was in response to the retirement of Dr. Randy Anderson.
Click here to visit The DI Wire directory page.
Read the full article here
