CAIS Enhances Alternative Investment Strategies for Advisors

CAIS Expands Alternative Investment Offerings

In an exciting development for independent financial advisors, CAIS, the leading alternative investment platform, has announced a significant expansion in its offerings. This enhancement is focused on providing advisors with more access to leading alternative investment managers, which reflects CAIS's ongoing commitment to improving wealth management solutions.

New Partnerships and Strategies Available

Among the new investment strategies introduced on the CAIS Marketplace in 2024 are those from well-known firms such as BlackRock and Blackstone, alongside FS Investments, Golub Capital, and others. In addition to these newcomers, several established managers, including Apollo, Ares Management, Bain Capital, and KKR, have broadened their offerings on the platform this year. This diverse array of strategies spans various alternative asset classes, including private equity, private debt, hedge funds, and real estate. Furthermore, investors can now explore wealth-centric structures like interval funds, BDCs, and non-traded REITs.

Support for Financial Advisors

Neil Blundell, Head of Investments at CAIS, emphasized the platform's role in supporting advisors as they integrate alternative investments into their services. He stated that CAIS's comprehensive solution is designed to streamline the alternative investment lifecycle, thus making it easier for asset managers to reach the wealth market effectively.

Tools and Resources for Asset Managers

The alternative investment strategies available through the CAIS Marketplace undergo extensive third-party due diligence by Mercer, enhancing their credibility and attractiveness. With access to a personalized analytics dashboard, asset managers can gain valuable, real-time insights into platform engagement, allowing for more strategic decision-making. Additionally, the dedicated CAIS Asset Manager Partnerships team offers personalized assistance, making the partnership experience seamless and fruitful.

Upcoming Events and Networking Opportunities

CAIS is looking forward to hosting speakers at the upcoming CAIS Alternative Investment Summit, a major networking event for independent advisors and alternatives managers. This third annual gathering promises to feature prominent industry voices, facilitating valuable connections and discussions around the future of alternative investments.

About CAIS and its Influence

Founded in 2009 and headquartered in New York City, CAIS serves over 2,000 wealth management firms and supports more than 50,000 financial advisors. Collectively, these firms oversee approximately $6 trillion in client assets, solidifying CAIS's position as an influential player in the alternative investment landscape. With offices in Austin and London, CAIS continues to expand its reach and influence in the industry.

Acknowledgment and Awards

CAIS has received numerous accolades for its innovative approach and leadership in the sector. It has been recognized as the Alternative Investment Firm of the Year and has secured a spot on the WealthTech100 List, among others. Such recognition underscores CAIS's dedication to advancing the field of alternative investments.

Frequently Asked Questions

What is CAIS?

CAIS is a leading platform for alternative investments, tailored for independent financial advisors, enabling easier access to diverse investment strategies.

Who are the new managers on CAIS Marketplace?

New managers include BlackRock, Blackstone, FS Investments, and Golub Capital, among others, introducing various new investment strategies.

How does CAIS support financial advisors?

CAIS supports advisors by offering a streamlined platform for accessing alternative investments and providing personalized assistance and analytics tools.

What types of investment strategies does CAIS offer?

CAIS offers a variety of strategies across private equity, private debt, hedge funds, and real estate, along with unique structures such as interval funds and BDCs.

What awards has CAIS received?

CAIS has been recognized as the Alternative Investment Firm of the Year and has been part of the WealthTech100 List by Fintech Global, highlighting its innovative work.

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