Apollo Advances Financial Advisor Education and Access to Alternative Investments with Launch of Apollo Allocation Pro
Apollo (NYSE: APO) has launched Apollo Allocation Pro, a new portfolio construction tool designed for financial advisors to explore alternative investment strategies, particularly in private markets. The platform builds upon the firm's Apollo Academy, an educational initiative launched in September 2022 that offers various resources including CE-credit courses, white papers, and podcasts.
The tool, developed in partnership with iCapital, features interactive portfolio design capabilities allowing advisors to create and model portfolio allocations combining alternatives with traditional public market indices. It provides access to 17 different indices and enables customization based on varying risk tolerance levels.
This launch represents Apollo's continued commitment to enhancing access to alternatives and supporting financial intermediaries with educational resources for integrating private markets into client portfolios.
Apollo (NYSE: APO) ha lanciato Apollo Allocation Pro, un nuovo strumento di costruzione di portafogli progettato per i consulenti finanziari per esplorare strategie di investimento alternative, in particolare nei mercati privati. La piattaforma si basa sull'Apollo Academy, un'iniziativa educativa lanciata a settembre 2022 che offre varie risorse, tra cui corsi con crediti CE, white paper e podcast.
Lo strumento, sviluppato in collaborazione con iCapital, presenta capacità interattive di progettazione del portafoglio che consentono ai consulenti di creare e modellare allocazioni di portafoglio combinando alternative con indici di mercato pubblico tradizionali. Fornisce accesso a 17 indici diversi e consente la personalizzazione in base ai vari livelli di tolleranza al rischio.
Questo lancio rappresenta il continuo impegno di Apollo a migliorare l'accesso alle alternative e a supportare gli intermediari finanziari con risorse educative per integrare i mercati privati nei portafogli dei clienti.
Apollo (NYSE: APO) ha lanzado Apollo Allocation Pro, una nueva herramienta de construcción de carteras diseñada para consejeros financieros para explorar estrategias de inversión alternativas, especialmente en mercados privados. La plataforma se basa en la Apollo Academy, una iniciativa educativa lanzada en septiembre de 2022 que ofrece diversos recursos, incluidos cursos con créditos CE, documentos técnicos y pódcast.
La herramienta, desarrollada en colaboración con iCapital, presenta capacidades interactivas de diseño de carteras que permiten a los consejeros crear y modelar asignaciones de cartera combinando alternativas con índices de mercado público tradicionales. Proporciona acceso a 17 índices diferentes y permite personalización según los diversos niveles de tolerancia al riesgo.
Este lanzamiento representa el compromiso continuo de Apollo de mejorar el acceso a las alternativas y de apoyar a los intermediarios financieros con recursos educativos para integrar mercados privados en los portafolios de los clientes.
아폴로 (NYSE: APO)는 재정 고문이 특히 사적 시장에서 대체 투자 전략을 탐색할 수 있도록 설계된 새로운 포트폴리오 구성 도구인 Apollo Allocation Pro를 출시했습니다. 이 플랫폼은 2022년 9월에 시작된 교육 이니셔티브인 Apollo Academy를 기반으로 하며, 이는 CE 학점이 있는 과정을 포함하여 백서 및 팟캐스트와 같은 다양한 리소스를 제공합니다.
이 도구는 iCapital과 협력하여 개발되었으며, 고문이 대체 투자와 전통적인 공공 시장 지수를 결합하여 포트폴리오 할당을 생성하고 모델링할 수 있는 대화형 포트폴리오 설계 기능을 제공합니다. 17개 서로 다른 지수에 대한 접근을 제공하며, 다양한 위험 감수 수준에 따라 맞춤 설정할 수 있습니다.
이번 출시는 Apollo가 대체 투자에 대한 접근성을 향상시키고 고객 포트폴리오에 사적 시장을 통합하기 위해 교육 리소스로 금융 중개인 지원을 지속적으로 증가시키겠다는 의지를 나타냅니다.
Apollo (NYSE: APO) a lancé Apollo Allocation Pro, un nouvel outil de construction de portefeuille conçu pour les conseillers financiers afin d'explorer des stratégies d'investissement alternatives, en particulier sur les marchés privés. La plateforme s'appuie sur Apollo Academy, une initiative éducative lancée en septembre 2022 qui propose diverses ressources, notamment des cours avec crédits CE, des livres blancs et des podcasts.
L'outil, développé en partenariat avec iCapital, dispose de fonctionnalités interactives de conception de portefeuille permettant aux conseillers de créer et de modéliser des allocations de portefeuille combinant des alternatives avec des indices de marché public traditionnels. Il donne accès à 17 indices différents et permet une personnalisation en fonction des différents niveaux de tolérance au risque.
Ce lancement représente l'engagement continu d'Apollo à améliorer l'accès aux alternatives et à soutenir les intermédiaires financiers avec des ressources éducatives pour intégrer les marchés privés dans les portefeuilles des clients.
Apollo (NYSE: APO) hat Apollo Allocation Pro gestartet, ein neues Tool zur Portfolio-Konstruktion, das für Finanzberater entwickelt wurde, um alternative Anlagestrategien, insbesondere in privaten Märkten, zu erkunden. Die Plattform baut auf der Apollo Academy auf, einer Bildungsinitiative, die im September 2022 ins Leben gerufen wurde und verschiedene Ressourcen wie CE-genehmigte Kurse, Whitepapers und Podcasts anbietet.
Das Tool, das in Partnerschaft mit iCapital entwickelt wurde, bietet interaktive Portfolio-Design-Funktionen, die es Beratern ermöglichen, Portfolio-Zuordnungen zu erstellen und zu modellieren, die Alternativen mit traditionellen öffentlichen Marktindizes kombinieren. Es bietet Zugang zu 17 verschiedenen Indizes und ermöglicht eine Anpassung basierend auf unterschiedlichen Risikotoleranzniveaus.
Dieses Launch steht für Apollos kontinuierliches Engagement, den Zugang zu Alternativen zu verbessern und Finanzintermediäre mit Bildungsressourcen zu unterstützen, um private Märkte in die Kundenportfolios zu integrieren.
- Launch of new portfolio construction tool expanding Apollo's product offering
- Strategic partnership with iCapital enhancing platform capabilities
- Integration with existing Apollo Academy educational platform strengthening advisor resources
- None.
NEW YORK, Feb. 03, 2025 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) today announced the launch of Apollo Allocation Pro. Designed for a financial advisor audience, Apollo Allocation Pro seeks to provide an intuitive, hands-on experience to explore portfolio construction strategies that include alternatives, particularly private markets. The tool is now available on Apollo.com.
Apollo Allocation Pro is the latest step in Apollo’s commitment to enhancing access to alternatives and empowering financial intermediaries with ongoing education and resources for integrating private markets into client portfolios.
The tool builds off Apollo Academy, the firm’s alternative-investment educational platform. Launched in September 2022, Apollo Academy offers financial advisors a variety of educational programs, from its cornerstone course, Alternative Investing Essentials (a 10-hour, CE-credit course), to pinpointed CE-credit classes, white papers, podcasts and the Daily Spark blog with Apollo’s Chief Economist Torsten Slok.
“With Apollo Allocation Pro, we’re continuing to educate and empower financial advisors 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. “This tool highlights our commitment to providing advisors with resources to integrate private market strategies into portfolios, enabling them to deliver tailored solutions that align with their clients’ financial goals.”
Key Features of Apollo Allocation Pro:
- Interactive Portfolio Design: Create and model illustrative portfolio allocations that integrate alternatives alongside traditional public market indices with varying levels of risk tolerance across asset classes.
- Advisor-Focused Insights: Leverage custom insights to address diverse client objectives by accessing 17 different indices from which to allocate.
- Broader Education Initiatives: Aligned with Apollo’s educational framework, the tool complements the resources offered through Apollo Academy.
The tool was developed in partnership with iCapital1, the global fintech platform driving the world’s alternative investment marketplace for the wealth and asset management industries, and is powered by iCapital Architect.
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1 iCapital, Inc. and its affiliates (together, “iCapital”)
About Apollo
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of September 30, 2024, Apollo had approximately
Contacts
Noah Gunn
Global Head of Investor Relations
Apollo Global Management, Inc.
(212) 822-0540
IR@apollo.com
Joanna Rose
Global Head of Corporate Communications
Apollo Global Management, Inc.
(212) 822-0491
Communications@apollo.com
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