SAN RAMON, California — August 19, 2026
Executive Summary
Alts Custodian has launched its Private Markets Portfolio Construction and Modeling Platform, enabling financial advisors, family offices and investors to evaluate private-market investments within traditional portfolios. The platform allows users to model how alternative allocations may affect returns, liquidity and risk before investing, using portfolio comparisons, economic scenarios, Monte Carlo simulations and severe-market stress analysis. The launch expands Alts Custodian’s platform across research, due diligence, portfolio construction, modeling, custody and administration.
Announcement Overview
The new Private Markets Portfolio Construction and Modeling Platform from Alts Custodian gives investment professionals and individual investors a way to assess alternative investments as components of a broader portfolio rather than evaluating them separately. Available through model.altscustodian.com, the platform allows users to create an alternative-investment sleeve, combine multiple private-market offerings, adjust allocations and compare outcomes with a traditional public-market baseline. Analysis extends beyond return projections to include liquidity requirements, downside risk, economic scenarios, Monte Carlo simulations and severe market stress, providing a portfolio-level view of how private-market allocations may behave across different conditions.
Private Markets Portfolio Construction and Modeling Platform
Alts Custodian has introduced a new platform designed to help financial professionals and investors model the potential portfolio effects of incorporating private-market funds and other alternative investments into traditional investment portfolios.
The platform is intended to address portfolio construction at the allocation level, allowing users to examine an alternative investment in the context of the broader portfolio rather than assessing the investment on a standalone basis.
Available at model.altscustodian.com, the platform enables users to:
- Integrate private-market funds and alternative investments into existing portfolios.
- Build an alternative-investment sleeve using multiple offerings.
- Adjust allocations across the portfolio.
- Compare an alternative-focused allocation with a traditional public-market baseline.
- Examine potential effects on long-term returns.
- Assess potential changes in liquidity.
- Evaluate downside risk.
- Analyze alternative investments across different market environments.
Portfolio Modeling Across Market Environments
The platform’s analysis extends beyond conventional return projections by allowing users to examine potential portfolio outcomes under multiple market conditions.
According to Alts Custodian, users can evaluate portfolios through:
- Economic scenarios
- Monte Carlo simulations
- Severe market stress
- Different market cycles
- Potential downside outcomes
- Liquidity requirements
This functionality is designed to help users examine how alternative investments may interact with other portfolio holdings under varying conditions before an allocation is made.
Alternative Investment Allocation and Portfolio Analysis
The platform enables users to construct an alternative-investment sleeve containing multiple private-market offerings and adjust the allocation among them.
Users can then compare the resulting portfolio with its traditional public-market baseline to examine the potential implications of incorporating alternatives.
The analysis focuses on several portfolio dimensions, including:
- Expected return
- Liquidity
- Risk
- Potential downside
- Portfolio behavior across market environments
Alts Custodian positions this approach around understanding what an alternative investment contributes to the portfolio that ultimately owns it, rather than evaluating a private fund solely on its individual characteristics.
Leadership Commentary
Nik Brodsky, Partner at Alts Custodian, said:
“Alternative investments are increasingly becoming part of mainstream wealth management, but the tools used to evaluate them have not kept pace,”
Brodsky added:
“Advisors should be able to see what happens when a private-market investment is actually placed inside a client portfolio — how it changes expected return, how it behaves during a downturn, and what it does to liquidity. That is what we built.”
The comments accompany the launch of a platform intended to give advisors and other investment professionals a more integrated framework for assessing private-market allocations within diversified portfolios.
Integrated Private-Markets Platform
The launch expands Alts Custodian’s offering into an integrated private-markets platform covering several stages of the alternative-investment process.
The company’s expanded platform now spans:
- Investment research
- Due diligence
- Portfolio construction
- Portfolio modeling
- Alternative-investment custody
- Administration
Alts Custodian works with financial advisors and private-market investment managers, providing technology, research and infrastructure intended to make alternative investments easier to evaluate, integrate and administer within diversified portfolios.
Portfolio Construction and Alternative Investments
Alts Custodian’s approach centers on evaluating alternatives according to their potential contribution to the overall portfolio.
The company states that portfolio construction begins with understanding not simply whether an individual private fund is attractive, but whether the investment improves the portfolio in which it is ultimately held.
The newly launched modeling platform supports this approach by allowing users to examine alternative allocations alongside traditional investments and assess their potential effects across return, liquidity and risk dimensions.
About Alts Custodian
Alts Custodian provides technology, research and infrastructure for integrating alternative investments into professionally managed portfolios. The company combines private-market research and due diligence, portfolio construction and modeling, and alternative-investment custody and administration to support financial professionals in making more informed allocation decisions. Its platform is designed to help advisors, private-market investment managers, family offices and other investors evaluate, integrate and administer alternative investments as part of diversified portfolios.
Media Contact
For additional information, visit altscustodian.com.
Source Attribution
Source: Company announcement
