Tagged: cais

Alternative Investments: CAIS Broadens Offerings from Alternative Asset Managers

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… Read More

Alternative Investment Platform CAIS Expands Relationship with Focus Financial Partners Inc

CAIS, the alternative investment platform for independent financial advisors, announced today an expanded relationship with Focus Financial Partners Inc., a partnership of fiduciary wealth management firms that collectively oversee more than $400B in client assets. This expanded relationship makes CAIS the preferred provider “to consolidate… Read More

Investment Portfolios: Allocations to Alternative Asset Classes Expected to Increase – CAIS Survey

More than half (62%) of financial advisors currently allocate between 6% and 25% of clients’ portfolios to alternative asset classes, with (85%) of them expecting “to increase allocations to one or more alternative asset classes further within the next year,” according to a recent independent… Read More

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… Read More

Alternative Investment Platform CAIS Reports Increase in Demand for White Label Funds Among Broker-Dealers

CAIS, the alternative investment platform for independent financial advisors, continues to see an increase in demand for customized white label funds among independent broker-dealers (IBDs) and registered investment advisors (RIAs) “seeking alternative asset allocations on behalf of their clients.” CAIS’ white label fund solutions–Custom Funds–”allows… Read More

Investment Platform CAIS Enhances Business Operations to Reflect Role in Transforming Alternative Investing Sector

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CAIS, the alternative investment platform, announced a modernized brand refresh to reflect CAIS’ leadership role in transforming the world of alternative investing as we enter a “New Era of Access.” With financial advisors and alternative asset managers engaging at unprecedented levels, this “New Era of… Read More

Graham Capital Management, CAIS to Expand Access to Private Wealth Channel

CAIS, the alternative investment platform for independent financial advisors, announced that Graham Capital Management, L.P., a global alternative investment firm with approximately $17.9 billion in assets under management that specializes in providing quantitative and discretionary macro strategies, is partnering with CAIS “to add select alternative… Read More

Alternative Investment Platform CAIS Welcomes $100M Infusion, Joins Unicorn Club

CAIS, an alternative investment platform, today announced a $100 million investment from Reverence Capital Partners. The raise is a continuation of the company’s $225 million round in January which was led by Apollo, Motive Partners, and Franklin Templeton. Following that round, CAIS’ enterprise valuation exceeded… Read More

CAIS Teams Up with Digital Asset to Address Inefficiencies in Wealth Management, Alternative Investments

CAIS, the alternative investment platform, and Digital Asset, the creators of the Daml multi-party application platform, have confirmed  a working collaboration to “explore specific use cases for blockchain, distributed ledgers, and smart contracts at the intersection of wealth management and alternative investments.” The two firms… Read More

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