Alternative investment platform CAIS, which serves financial advisors, introduced a marketplace Monday designed to streamline access to alternative model portfolios.

CAIS Models Marketplace provides wealth management firms with a range of multi-asset and multi-manager alternative investment models, while enabling advisors to more efficiently allocate to private markets and hedge funds, the firm said.

“Designing, implementing and managing portfolios that include alternatives has historically been a time-intensive and complex process,” said Neil Blundell, chief investment officer at CAIS Advisors and head of investments at CAIS.

"We are thrilled to enhance our platform capabilities to help with these challenges and provide financial advisors another pathway to integrate alternatives with a suite of alternative investment model portfolios,” he added.

CAIS Models Marketplace will offer three multi-asset and multi-manager portfolio configurations:

  • Wealth Firm Model Portfolios, developed by wealth management firms and tailored to their clients’ portfolio composition needs and investment goals.
  • Asset Manager Model Portfolios, developed by alternative asset managers, providing an additional way to access their funds. CAIS will initially onboard single-manager, multi-asset model portfolios from Ares Management, BlackRock, Blue Owl, Carlyle, Franklin Templeton and KKR, with plans to expand the marketplace by adding more managers.
  • CAIS Advisors Models, a suite of multi-asset, multi-manager model portfolios developed by CAIS Advisors, featuring alternative investment products available on the CAIS Marketplace. Launching in the second quarter, these models will use CAIS’ proprietary model technology to help advisors make personalized investment decisions.
The Models Marketplace is integrated with CAIS Compass, a portfolio construction tool that offers CAIS platform users the ability to analyze how alternative investments would affect certain portfolio characteristics.

The 2025 CAIS and Mercer Survey found that 77% of advisors would use or consider model portfolios to streamline allocations, with nearly half citing model portfolios as a top resource for portfolio construction.

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