Latest Insights
Beyond 60/40 Ep. 27 Spotlight Series: Defined Outcome Investing
Nick Parcharidis, Managing Director, iCapital Private Wealth Solutions, and Anastasia Amoroso, Managing Director, iCapital Chief Investment Strategist, discuss how defined outcome investing enhances diversification beyond the traditional 60/40 portfolio, and explore the latest innovations expanding the options available to financial professionals and their clients.
2024 Defined Outcome Investing Brochure
Explore our brochure to gain insights into m+ funds and important considerations before investing.
iCapital Network® to Acquire Axio Financial, a Leading Service Provider to the U.S. Structured Notes Market
You can find iCapital & m+ Funds at their new home at (212) 994-7400 or info@icapitalnetwork.com
Axio Group Acquires m+ Funds, Expanding Offerings and Enhancing Experience for Financial Advisors
Learn more here. You can find Axio & m+ Funds at their new home at (888) 852-4281 or mplusfunds@axiofinancial.com
Defined Outcome Investing
With m+ funds, there is now a new way to retain ETF exposure but have greater control in potentially limiting losses during severe market pullbacks.