StepStone Launches StepStone Total Portfolio Allocator, Bringing Institutional-Grade Private Markets Intelligence to Portfolio Construction
Key Highlights
- ➤StepStone launches Total Portfolio Allocator for private-market portfolio construction
- ➤Tool models private allocations across four asset classes against public-market portfolios
- ➤SPI by StepStone analyzes data from 20,000+ GPs, 53,000 funds and 304,000 investments
- ➤StepStone reports $245 billion assets under management as of June 30, 2026
Expert Statements
Brett Schlemovitz, Partner and President of StepStone Private Wealth Solutions
“For decades, StepStone has helped sophisticated institutional investors build private markets portfolios around specific investment objectives”
Brett Schlemovitz, Partner and President of StepStone Private Wealth Solutions
“StepStone Total Portfolio Allocator puts that experience into the hands of a broader range of U.S. investors.”
Brett Schlemovitz, Partner and President of StepStone Private Wealth Solutions
“Whether the objective is growth, income or a combination of the two, users can explore how private and public investments may work together in a goals-based portfolio—using the depth of data and insight that distinguishes StepStone in the market.”
Tyler Johnson, Partner and Chief Technology Officer, StepStone Group
“The breadth of SPI by StepStone gives this tool a private markets foundation that is difficult to replicate”
Tyler Johnson, Partner and Chief Technology Officer, StepStone Group
“We transformed insights drawn from thousands of managers, funds and underlying investments into an intuitive modeling experience.”
Tyler Johnson, Partner and Chief Technology Officer, StepStone Group
“Users can quickly test allocation tradeoffs, visualize hypothetical outcomes and better understand how private markets may align with their broader portfolio objectives.”
NEW YORK, Oct. 14, 2026 (GLOBE NEWSWIRE) -- StepStone Group (Nasdaq: STEP), a leading global private markets investment firm, today announced the launch of StepStone Total Portfolio Allocator, an interactive modeling tool that provides wealth management professionals and institutions a more informed way to explore how private markets complement public market portfolios.
Designed for private wealth firms and advisors, family offices, multi-family offices, small institutions, and defined contribution plan administrators, the tool makes sophisticated portfolio analysis intuitive and customizable. Leveraging SPI by StepStone, it incorporates unique data points, such as deal-level benchmarking, fund-level benchmarking, cash flow pacing model, real-time portfolio reporting and GP research into the calculations.
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