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StepStone Launches Free Private Markets Modeling Tool for Advisers
AltsWire reports that StepStone launched Total Portfolio Allocator, a free modeling tool for advisers and institutions. Users can compare a public-markets portfolio with one that includes private equity, infrastructure, private debt and real estate, examining hypothetical performance and historical stress scenarios.
The tool combines StepStone's private-market assumptions and data with third-party assumptions for public assets. StepStone acknowledges that appraisal-based indices can smooth reported volatility and that fully invested index portfolios do not capture every investor's experience. Fund ramp-up periods, cash holdings and investment structure can produce different outcomes. The tool was not yet integrated with wealth platforms, custodians or retirement-plan recordkeepers.
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