Key Takeaways
- • CAIS announced a new division, CAIS Advisors, a registered investment advisor established to help independent advisors streamline alternative investment allocation through advisory services, model portfolios and multi-manager registered solutions.
- • CAIS Advisors, led by Chief Investment Officer Neil Blundell, plans customizable alternative investment model portfolios blending asset allocation guidance with products available on the CAIS Marketplace.
- • The anticipated multi-manager registered product suite spans private equity, private debt, real assets, hedge funds and thematic investments.
- • CAIS will launch Compass, a portfolio construction tool letting advisors build and analyze allocations with alternatives and initiate transactions within the CAIS platform.
- • The launch was announced at the third annual CAIS Alternative Investment Summit at The Beverly Hilton in Los Angeles, and CAIS reports serving over 2,000 wealth management firms and more than 50,000 advisors overseeing approximately $6 trillion in end-client assets.
Summary
CAIS, described as the leading alternative investment platform for independent financial advisors, announced the creation of CAIS Advisors, a new division structured as an SEC-registered investment advisor. According to the company's Business Wire release, the unit is designed to help advisors streamline portfolio construction and overcome hurdles in allocating to alternatives, particularly in determining how these assets fit within a broader portfolio. CAIS Advisors is led by Neil Blundell, Chief Investment Officer.
CAIS Advisors intends to offer advisory services for pooled investment vehicles and customizable alternative investment model portfolios designed to meet diverse client needs and risk profiles. These portfolios will combine asset allocation guidance with alternative investments available on the CAIS Marketplace, with CAIS technology supporting their development, execution and management. The company also anticipates a suite of multi-manager registered solutions spanning private equity, private credit, real assets, hedge funds and thematic strategies, providing advisors with diversified allocation vehicles.
CAIS will additionally launch Compass, a portfolio construction tool that allows advisors to create and analyze asset allocations including alternative investments, select products from the CAIS Marketplace and execute transactions within the platform. Matt Brown, Founder and CEO of CAIS, said advisors increasingly seek solutions that simplify access to private markets.
The announcements were made at the third annual CAIS Alternative Investment Summit in Los Angeles. CAIS states it serves more than 2,000 wealth management firms supporting over 50,000 advisors who oversee roughly $6 trillion in end-client assets. Founded in 2009, the company is headquartered in New York with offices in Austin and London. Note that the release describes the advisory and multi-manager offerings as anticipated, and no launch timing, fees or AUM targets were disclosed in the source material.
CAIS Advisors intends to offer advisory services for pooled investment vehicles and customizable alternative investment model portfolios designed to meet diverse client needs and risk profiles. These portfolios will combine asset allocation guidance with alternative investments available on the CAIS Marketplace, with CAIS technology supporting their development, execution and management. The company also anticipates a suite of multi-manager registered solutions spanning private equity, private credit, real assets, hedge funds and thematic strategies, providing advisors with diversified allocation vehicles.
CAIS will additionally launch Compass, a portfolio construction tool that allows advisors to create and analyze asset allocations including alternative investments, select products from the CAIS Marketplace and execute transactions within the platform. Matt Brown, Founder and CEO of CAIS, said advisors increasingly seek solutions that simplify access to private markets.
The announcements were made at the third annual CAIS Alternative Investment Summit in Los Angeles. CAIS states it serves more than 2,000 wealth management firms supporting over 50,000 advisors who oversee roughly $6 trillion in end-client assets. Founded in 2009, the company is headquartered in New York with offices in Austin and London. Note that the release describes the advisory and multi-manager offerings as anticipated, and no launch timing, fees or AUM targets were disclosed in the source material.
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