In this episode of Model Behavior, Kunal Shah, Managing Director at iCapital, explains why advisors are turning to research-driven model portfolios to simplify access to alternatives, outsource due diligence, and deliver diversified, outcome-oriented strategies. Learn how iCapital builds custom and scalable portfolios that integrate public and private assets—helping advisors meet client demand and optimize performance. Subscribe for more insights on portfolio innovation.

Model Behavior, hosted by Sonali Basak, helps advisors understand how to integrate alternative investments into model portfolios—making portfolios more diversified, resilient, and outcomes-driven.

In this episode, Jen Wing of GeoWealth explores scalable private market strategies, obstacles like knowledge and access gaps, and the benefits of blended public/private models. Learn how RIAs can simplify onboarding, due diligence, and portfolio management—and deliver differentiated outcomes for clients. Subscribe for more insights on model portfolios and actionable strategies to enhance advisor offerings.

Join Sonali Basak, iCapital's Chief Investment Strategist, as she sits down with Jon Diorio, Managing Director at BlackRock, to explore how model portfolios are evolving to integrate alternative investments. Watch now to discover how models simplify access to private markets and create durable, repeatable investment processes with clear guidance on portfolio construction and asset allocation.

· Why model portfolios matter for advisors

· The role of alternatives in improving resilience

· Liquidity management and tax-aware strategies

· BlackRock’s approach to customized models

Watch Model Behaviors, a new limited series for advisors to explore how alternative investments can be integrated into model portfolios to enhance diversification, improve outcomes, and support scalable portfolio construction. Stay tuned for future episodes!