Alternative investments platform CAIS has created a U.S. Securities and Exchange Commission-registered investment adviser to assist those in the financial services industry with streamlining portfolio construction via a suite of tools and solutions.
CAIS Advisors – announced yesterday at CAIS’s third annual summit – will offer advisory services, customizable alternative investment model portfolios, and multi-manager registered solutions.
“Despite growing interest in alternative investments, advisers continue to face hurdles in allocating to alternatives, specifically how they fit into the broader portfolio,” said Neil Blundell, chief investment officer of CAIS. “CAIS’ technology, combined with our advisory capabilities, enables financial advisers to streamline their alternative investment experience through an integrated suite of solutions.”
CAIS Advisors seeks to help advisers meet diverse client needs and risk profiles, blending asset allocation guidance with alternative investments available on the CAIS Marketplace. CAIS’s enhanced technology supports the development, execution, and management of these portfolios – simplifying the allocation process for wealth managers.
CAIS Advisors also intends to introduce a suite of multi-manager registered solutions, providing financial advisers with diversified asset allocation vehicles. The anticipated product suite spans private equity, private debt, real assets, hedge funds, and thematic investments.
“Financial advisers are increasingly seeking solutions that simplify access to private markets, and we are excited to introduce a suite of solutions to help them build more modern portfolios,” said Matt Brown, founder and chief executive officer of CAIS.
Additionally, CAIS will launch Compass, a portfolio construction tool that allows advisers to create and analyze asset allocations with alternative investments. Integrated within the CAIS platform, Compass will enable advisers to select products from the CAIS Marketplace and initiate transactions within the platform.
Last month, CAIS expanded its alts offerings from well-known managers, such as Apollo, Ares Management, Bain Capital, Blue Owl, Davidson Kempner Capital Management, Franklin Templeton, KKR, Nuveen, Partners Group, Reverence Capital Partners, and Vista Equity Partners.
CAIS is an alternative investment platform for independent financial advisers. CAIS provides financial advisers with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes. Founded in 2009, CAIS supports over 50,000 advisers who oversee more than $6 trillion in end-client assets. Since its inception, CAIS has offices in New York, Los Angeles, Austin, and London.
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