CAIS on Monday announced it has expanded its alternative investment offerings from global asset managers, broadening the lineup for independent advisors aiming to build more diversified client portfolios.
Asset managers over the past year have added new strategies to the CAIS Marketplace, spanning private equity, private debt, real estate and infrastructure — available through interval funds, business development companies and non-traded real estate investment trusts.
The CAIS Marketplace menu expansion includes strategies from Ares Management, AQR, BlackRock, Blue Owl, Coller, Eldridge, Fortress Investment Group, Franklin Templeton, Goldman Sachs, Golub Capital, Kayne Anderson, Kennedy Lewis, Morgan Stanley Investment Management, Eaton Vance, Nuveen, Veritas, Vista Equity Partners and others.
“Advisors are increasingly turning to alternatives as a core pillar of modern portfolio construction,” CAIS Co-President Brad Walker said. “This shift represents a key inflection point. By expanding access to leading managers and strategies on our platform, CAIS is helping advisors meet client expectations and stay ahead of this shift in wealth management.”
A CAIS-Mercer Survey showed advisors remain motivated to allocate to alternatives, the company said. Private debt (89%), private equity (86%) and real estate (85%) ranked as the top three allocations among advisors, with 75% expecting to increase allocations to private equity and 60% planning to increase allocations to private debt.
Managers on the CAIS platform receive access to an advisor network that oversees more than $7 trillion in assets.
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