Private markets are becoming an increasingly important component of portfolio construction, but many wealth management firms still face operational challenges when incorporating alternative investments into managed account programs.
In this video, learn how PM+ (Private Markets Account) from InvestCloud extends managed account infrastructure to support both public and private assets within a single portfolio. Discover how firms can streamline portfolio management, support liquidity-aware rebalancing, improve reporting consistency, and operationalize private markets without introducing additional complexity.
Read the original article here.
