Another year is gone and with the December issue of Investment Advisor comes a look at a new platform to help advisors manage alternative investment assets. CAIS launched a global exchange for alternatives that the creators say lets advisors conduct their due diligence, analyze their investments and ultimately make the trades they want.
While it seemed the wave of small broker-dealers closing their doors seemed to never end earlier this year, one firm managed to beat the trend. Leaders at Harbour Investments say it’s just common sense.
Finally, it may be puzzling to some, but we talked with American Funds for this month’s Overlooked Manager about the importance of selecting the right manager and keeping objectives aligned with clients’ needs.
Get three smart guys together in a bar, give them a few drinks to get the “creative” going, and they’re bound to hit on an idea. Throw in the phrase “alternative investments,” and you quickly realize why their idea has taken off.
CAIS has launched what it calls the first global alternatives exchange, known as CAIS-X, which provides advisors with a platform for conducting due diligence, analysis and trading of alternative investments. They sat down with Editor-in-Chief John Sullivan to explain why the time is right and what’s making it so successful.