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iCapital® and Bridge Investment Group Launch Enhanced Performance Reporting for Alternative Investors

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iCapital and Bridge Investment Group (NYSE: BRDG) have announced an enhancement to Bridge's Investor Portal, powered by iCapital's technology. The new Investment Dashboard feature allows investors to access interactive and comprehensive performance reporting for both closed-end and open-ended funds.

Key features of the Investment Dashboard include:

  • Portfolio performance across accounts, holdings, and asset classes
  • Key performance indicators, charts, and cash flow details
  • Secure and user-friendly online platform
  • Access to account information and governing documents

This enhancement is available to all Bridge fund investors, both institutional and wealth management. The collaboration aims to provide greater transparency and insight into alternative investments, addressing the growing demand for a digital-first experience in private market investing.

iCapital e Bridge Investment Group (NYSE: BRDG) hanno annunciato un miglioramento al Portale Investitori di Bridge, reso possibile dalla tecnologia di iCapital. La nuova funzionalità Dashboard degli Investimenti consente agli investitori di accedere a report interattivi e completi sulle performance sia dei fondi chiusi che aperti.

Le caratteristiche principali della Dashboard degli Investimenti includono:

  • Performance del portafoglio su conti, partecipazioni e classi di attivo
  • Indicatori di performance chiave, grafici e dettagli sul flusso di cassa
  • Piattaforma online sicura e di facile utilizzo
  • Accesso a informazioni sul conto e ai documenti normativi

Questo miglioramento è disponibile per tutti gli investitori dei fondi di Bridge, sia istituzionali che di gestione patrimoniale. La collaborazione mira a fornire maggiore trasparenza e comprensione degli investimenti alternativi, rispondendo alla crescente domanda di un'esperienza prima digitale negli investimenti nei mercati privati.

iCapital y Bridge Investment Group (NYSE: BRDG) han anunciado una mejora en el Portal de Inversores de Bridge, impulsada por la tecnología de iCapital. La nueva función Tablero de Inversiones permite a los inversores acceder a informes de rendimiento interactivos y completos para fondos cerrados y abiertos.

Las características clave del Tablero de Inversiones incluyen:

  • Rendimiento de la cartera en cuentas, participaciones y clases de activos
  • Indicadores clave de rendimiento, gráficos y detalles de flujo de efectivo
  • Plataforma en línea segura y fácil de usar
  • Acceso a información de cuentas y documentos normativos

Esta mejora está disponible para todos los inversores de fondos de Bridge, tanto institucionales como de gestión de patrimonio. La colaboración busca proporcionar mayor transparencia y conocimiento sobre inversiones alternativas, atendiendo a la creciente demanda de una experiencia digital en la inversión en mercados privados.

iCapitalBridge Investment Group (NYSE: BRDG)은 iCapital의 기술을 기반으로 Bridge의 투자자 포털을 개선했다고 발표했습니다. 새로운 투자 대시보드 기능은 투자자가 닫힌 펀드와 개방형 펀드에 대한 인터랙티브하고 종합적인 성과 보고서를 접근할 수 있게 해줍니다.

투자 대시보드의 주요 기능은 다음과 같습니다:

  • 계정, 보유 자산 및 자산 클래스 간의 포트폴리오 성과
  • 핵심 성과 지표, 차트 및 현금 흐름 세부 정보
  • 안전하고 사용자 친화적인 온라인 플랫폼
  • 계정 정보 및 규정 문서에 대한 접근

이 개선 사항은 Bridge 펀드 투자자에게 모든 기관 및 자산 관리 투자자에게 제공됩니다. 이 협력은 대체 투자에 대한 더 큰 투명성과 통찰력을 제공하는 것을 목표로 하며, 개인 시장 투자에서 디지털 중심의 경험에 대한 증가하는 수요를 해결하고자 합니다.

iCapital et Bridge Investment Group (NYSE: BRDG) ont annoncé une amélioration du Portail des Investisseurs de Bridge, alimenté par la technologie d'iCapital. La nouvelle fonctionnalité Tableau de Bord des Investissements permet aux investisseurs d'accéder à des rapports de performance interactifs et complets pour les fonds fermés et ouverts.

Les caractéristiques clés du Tableau de Bord des Investissements comprennent :

  • Performance du portefeuille sur les comptes, les avoirs et les classes d'actifs
  • Indicateurs de performance clés, graphiques et détails des flux de trésorerie
  • Plateforme en ligne sécurisée et conviviale
  • Accès aux informations de compte et aux documents règlementaires

Cette amélioration est disponible pour tous les investisseurs en fonds de Bridge, tant institutionnels que de gestion de patrimoine. La collaboration vise à offrir une plus grande transparence et une meilleure compréhension des investissements alternatifs, répondant ainsi à la demande croissante d'une expérience numérique dans l'investissement sur les marchés privés.

iCapital und Bridge Investment Group (NYSE: BRDG) haben eine Verbesserung des Investorenportals von Bridge angekündigt, das durch die Technologie von iCapital unterstützt wird. Das neue Investitions-Dashboard-Feature ermöglicht es Investoren, auf interaktive und umfassende Leistungsberichte für sowohl geschlossene als auch offene Fonds zuzugreifen.

Die Hauptmerkmale des Investitions-Dashboards umfassen:

  • Portfolioperformance über Konten, Bestände und Anlageklassen
  • Wichtige Leistungsindikatoren, Diagramme und Informationen zum Cashflow
  • Sichere und benutzerfreundliche Online-Plattform
  • Zugang zu Kontoinformationen und relevanten Dokumenten

Diese Verbesserung steht allen Bridge-Fondinvestoren, sowohl institutionellen als auch Vermögensverwaltungsinvestoren, zur Verfügung. Die Zusammenarbeit zielt darauf ab, eine größere Transparenz und Einblicke in alternative Investitionen zu bieten und die wachsende Nachfrage nach einem digital-first Erlebnis im privaten Marktinvestieren zu adressieren.

Positive
  • Enhanced investor portal with comprehensive performance reporting
  • Improved transparency and insight for alternative investments
  • Customizable solution compatible with other iCapital applications
  • Expansion of strategic partnership between iCapital and Bridge Investment Group
Negative
  • None.

Insights

The launch of the enhanced Investor Portal with the new Investment Dashboard represents a significant advancement in alternative investment reporting. This collaboration between iCapital and Bridge Investment Group addresses a important need in the industry for more transparent and user-friendly performance reporting tools. The ability to view portfolio performance across accounts, holdings and asset classes in an interactive format is a substantial improvement over traditional reporting methods. This development could potentially increase investor confidence and satisfaction, which may lead to higher retention rates and possibly attract new investors. For Bridge Investment Group (BRDG), this enhancement could be a differentiator in the competitive alternative asset management space, potentially supporting asset growth and client acquisition. However, the immediate financial impact on BRDG's stock may be , as the benefits are likely to materialize over time through improved client relationships and operational efficiencies.

This partnership between iCapital and Bridge Investment Group signifies a trend towards digitalization and transparency in the alternative investment sector. The new Investment Dashboard addresses a gap in the market for comprehensive, interactive reporting tools for both closed-end and open-ended funds. This move aligns with increasing investor expectations for digital-first experiences, even in traditionally opaque private market investing. For BRDG, being the first to offer such enhanced reporting capabilities could provide a competitive edge, potentially attracting more institutional and wealth management clients. The emphasis on user-friendly interfaces and detailed performance metrics suggests a shift towards democratizing alternative investment information. While the immediate impact on BRDG's stock may not be substantial, this innovation could contribute to long-term growth by enhancing client satisfaction and potentially reducing operational costs associated with reporting.

The new feature enables investors to access interactive and comprehensive performance reporting for both closed-end and open-ended funds, powered by iCapital's technology and data solutions.

NEW YORK--(BUSINESS WIRE)-- iCapital1, the global fintech platform driving access to alternative investments, and Bridge Investment Group (NYSE: BRDG) (“Bridge”), a leading alternative asset manager with more than $48 billion in assets under management, announced today the enhancement of Bridge’s Investor Portal, powered by iCapital, which enables investors to access interactive and comprehensive performance reporting for all of their products. Now, the Investor Portal will feature a new Investment Dashboard, allowing investors to see their portfolio performance across accounts, holdings, and asset classes, as well as view key performance indicators, charts, and cash flow details.

“We are thrilled to extend our strategic partnership with Bridge. The Investment Dashboard is an innovative feature that enhances the investor experience, offering greater transparency and insight into their alternative investments,” said Dan Vene, Managing Director, Co-Founder and Co-Head of iCapital. "This launch demonstrates our commitment to working with clients to deliver industry-leading technology and data solutions to help scale and manage their alternative investments within their clients’ portfolios.”

The launch of the new Investment Dashboard is the result of iCapital’s continuous innovation and investment in its technology and data capabilities, as well as its close collaboration with its clients and partners. Bridge will make the Investment Dashboard feature available to all fund investors, both institutional and wealth management, on its Investor Portal, a secure and user-friendly online platform powered by iCapital that provides investors with access to their account information, governing documents, and investment performance.

"Investors expect a user-friendly, digital-first experience, which has historically been unavailable in private market investing. We are proud to be the first to offer the enhanced Investor Portal to our fund investors, who can now benefit from a more transparent and interactive way of monitoring their portfolio performance and understanding the drivers of their returns," said Robert Morse, Chairman of Bridge Investment Group. "We are grateful to iCapital for their continued collaboration and support in developing and implementing this feature, and we look forward to working with them on further enhancing our investor portal and reporting."

This solution can be customized for each asset manager's brand representation and is compatible with all other iCapital applications and services.

About iCapital

iCapital powers the world’s alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, data management and distribution capabilities and an innovative operating system. iCapital is the trusted technology partner to independent financial advisors, wealth managers, and asset managers, offering unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients.

At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $198.82 billion in global platform assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.

iCapital employs more than 1,500 people globally, and has 17 offices worldwide including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance including Forbes Fintech 50 for 2018, 2019, 2020, 2021, 2022, 2023, and 2024 and MMI/Barron’s Industry Awards as Solutions Provider of the Year for 2020, 2021, 2022, and 2023.

For more information, visit https://icapital.com | Twitter (X): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc/

About Bridge Investment Group

Bridge is a leading alternative investment manager, diversified across specialized asset classes, with approximately $48.9 billion of assets under management as of June 30, 2024. Bridge combines its nationwide operating platform with dedicated teams of investment professionals focused on select U.S. verticals across real estate, credit, renewable energy and secondaries strategies.

Important Information

This material has been provided to you for informational purposes only by iCapital, Inc. and/or one of its affiliates including Institutional Capital Network, Inc. (collectively, “iCapital”). This material is the property of iCapital and may not be shared without its written permission. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc. © 2024 Institutional Capital Network, Inc. All Rights Reserved.

1

iCapital, Inc. and its affiliates (together, “iCapital”)

2

August 31, 2024

 

For media inquiries:

iCapital:

Media Relations

+1 919 602 2806

icapital@neibartgroup.com

Shareholder Relations:

Bonni Rosen

Bridge Investment Group Holdings Inc.

shareholderrelations@bridgeig.com

Media:

Charlotte Morse

Bridge Investment Group Holdings Inc.

(877) 866-4540

press@bridgeig.com

Source: iCapital

FAQ

What new feature did iCapital and Bridge Investment Group (BRDG) launch for alternative investors?

iCapital and Bridge Investment Group launched an enhanced Investment Dashboard within Bridge's Investor Portal, providing interactive and comprehensive performance reporting for both closed-end and open-ended funds.

What information can investors access through Bridge Investment Group's (BRDG) new Investment Dashboard?

Investors can access portfolio performance across accounts, holdings, and asset classes, as well as view key performance indicators, charts, and cash flow details for their alternative investments.

Who can use the new Investment Dashboard feature on Bridge Investment Group's (BRDG) Investor Portal?

The Investment Dashboard feature is available to all Bridge Investment Group fund investors, including both institutional and wealth management clients.

How does the new Investment Dashboard benefit Bridge Investment Group (BRDG) investors?

The Investment Dashboard provides a more transparent and interactive way for investors to monitor their portfolio performance and understand the drivers of their returns in alternative investments.

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