CAIS, the alternative investment platform for financial advisors, today announced the first in a growing series of investment models—developed by BlackRock, Carlyle, Franklin Templeton, and KKR—onto the CAIS Models Marketplace.
As recently announced, advisors can now “leverage single-click model allocations across private and registered funds, for both subscription-based and ticker-traded products on the CAIS platform, streamlining implementation.”
CAIS launched its Models Marketplace earlier this year to “create a centralized hub that streamlines access to alternative investment model portfolios.”
The platform provides wealth management firms “with a range of alternative investment models, while leveraging CAIS’ trade technology to streamline the investment process.”
Neil Blundell, Chief Investment Officer at CAIS Advisors and Head of Investments at CAIS:
“Alternative investment models give advisors a powerful tool to deliver more personalized portfolios, while helping to streamline operational complexity and scale allocations. By packaging multiple alternative investment strategies into a single, professionally designed solution, advisors can focus more on their clients and less on manager selection.”
The initial model portfolios onboarded onto the platform, include:
- BlackRock: Three single-manager multi-asset model portfolios, offering exposure to both public and private markets across risk profiles. The model portfolios include allocations to private equity and private credit alongside public equities and debt through select BlackRock investment vehicles
- Carlyle: Three single-manager, multi-asset models, offering varying levels of asset class exposure designed for investment objectives, including return enhancement, supplemental income, and capital preservation. Models will offer allocations to private equity and private credit through select Carlyle investment vehicles.
- Franklin Templeton: One holistic multi-asset and multi-manager model offering diverse private markets exposure through allocations to private credit, real estate, infrastructure, private equity secondaries and co-investments, and asset-backed finance through investment vehicles offered by Alternatives by Franklin Templeton and select strategic third-party partners.
- KKR: Three proprietary, single-manager multi-asset models designed to diversify beyond the traditional 60/40 stock and bond portfolio, seeking to achieve the following primary respective objectives: generating income, preserving capital, and boosting returns. The models will offer exposure to private equity, private credit, private real estate, and private infrastructure through select KKR investment vehicles.
The expansion of models on the platform “comes at a time when advisor demand is accelerating and managers are placing a greater emphasis on the private wealth channel.”
According to a recent CAIS survey “77% of advisors would use or consider model portfolios to streamline allocations, with nearly half (47%) citing model portfolios as a top resource for portfolio construction.”
In addition to asset manager models, the CAIS Models Marketplace offers wealth firm model portfolios and “will also make available models developed by CAIS Advisors.”
BlackRock, Carlyle, Franklin Templeton, and KKR are “participating at the 2025 CAIS Alternative Investment Summit, the marquee gathering of independent advisors and alts managers in Beverly Hills October 13-16, 2025.”
As covered, CAIS is the alternative investment platform “for independent financial advisors.”
The CAIS platform powers the “pre-trade, trade, and post-trade lifecycle of alternative investments and capital market strategies providing financial advisors and alternative asset managers with a single operating system for scale and efficiency.”
CAIS reportedly serves over 2,000 wealth management firms that support “more than 50,000 financial advisors who oversee approximately $6.5 trillion in end-client assets.”
Founded in 2009, CAIS is headquartered “in New York City with offices in Austin, TX; London; and Red Bank, NJ.”