CAIS, an Alternative Investment Platform for Financial Advisors, Expands Strategies of Asset Managers

CAIS, the alternative investment platform for independent financial advisors, announced an expanded menu of strategies from twelve alternative asset managers, underscoring their commitment to the independent wealth channel.

Apollo Global Management, Ares Management Corporation, Bain Capital, Blue Owl Capital, The Carlyle Group, Fidelity Investments, Franklin Templeton, KKR, Neuberger Berman, Nuveen, Partners Group, and StepStone Group are “among the alternative asset managers launching or expanding wealth-centric strategies on the CAIS platform.”

Additionally, the strategies span “the spectrum of alternative investments across private equity, private debt, and real estate, and include structures such as interval funds, 40 Act funds, BDCs, and non-traded REITs, enabling advisors to add alternatives more broadly across their accredited and mass affluent clients.”

Matt Brown, Founder and CEO, CAIS, said:

“With nearly 9 in 10 financial advisors set to increase their allocations to alternatives by 2025, asset managers recognize the opportunity within independent wealth management to grow and diversify their investor base ”

Asset managers onboarded to the CAIS platform “receive access to the largest network of RIAs, independent broker dealers, and RIA aggregators that oversee more than $4T in assets.”

Asset managers also “benefit from CAIS’ robust array of features enhancing the alternative investing experience, including pre-trade, trade, and post-trade technology, a custom online education offering (CAIS IQ), digital marketing support, and integrations with custodians, reporting providers, fund administrators, and transfer agents.”

As covered, CAIS is the alternative investment platform for independent financial advisors who seek improved access “to, and education about, alternative investment funds and products.”

CAIS provides advisors “with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets.”

CAIS offers custom solutions “for advisors seeking to create custom fund vehicles around ideas they source.”

As an extension of the platform, CAIS delivers “an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help financial advisors deepen their knowledge and increase their confidence in alternative investment strategies.”

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