CAIS, the alternative investment platform for independent financial advisors, announced it has expanded its offerings of alternative investment strategies from leading alternative investment managers, deepening the firm’s commitment to making alternative investment products more accessible to wealth management.
New managers that have introduced strategies “on CAIS Marketplace in 2024 include BlackRock, Blackstone, FS Investments, Golub Capital, Hines, Kayne Anderson, Stonepeak, and T. Rowe Price/Oak Hill Advisors, with Apollo, Ares Management, Bain Capital, Blue Owl, Davidson Kempner Capital Management, Franklin Templeton, KKR, Nuveen, Partners Group, Reverence Capital Partners, and Vista Equity Partners among the managers that have expanded the number of their strategies available on the platform this year.”
Featured strategies encompass a broad range of alternative asset classes, “including private equity, private debt, hedge funds, and real estate.”
Additionally, they reportedly offer wealth-centric structures “such as interval funds, BDCs, and non-traded REITs.”
Neil Blundell, Head of Investments at CAIS:
“As advisors continue to adopt alternative investments into their businesses, we support the commitment of asset managers to invest in the tools and education needed to meet their goals and objectives. Our single-platform solution streamlines the entire alternative investment lifecycle, helping asset managers make their products more accessible to the wealth market.”
Alternative investment strategies on the CAIS Marketplace, which go “through third-party due diligence by Mercer, are made available to CAIS’ broad network of over 2,000 wealth management firms that oversee approximately $6 trillion in end client assets.”
Asset managers gain access to a custom analytics dashboard, “providing comprehensive, real-time insights into platform engagement.”
Additionally, they receive personalized “support from the CAIS Asset Manager Partnerships team, ensuring a streamlined and strategic partnership experience.”
These tools, combined with direct engagement opportunities “at CAIS Live and CAIS Summit events, empower managers to effectively connect with advisors, driving deeper relationships and greater market impact.”
As covered, CAIS is an alternative investment platform for independent financial advisors. The platform powers “the pre-trade, trade, and post-trade lifecycle of alternative investments, providing financial advisors and alternative asset managers a single operating system for scale and efficiency.”
CAIS reports that it serves over 2,000 wealth management firms “that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets.”
