• Home
  • About Us
  • Contact
  • Your Account
  • Subscribe
Thursday, June 30, 2022
  • Login
Alternatives Watch
  • Hedge Funds
    • Manager News
    • Mandates
    • Service Provider News
    • CTAs/Managed Futures
  • Private Equity
    • Manager News
    • Mandates
    • Service Provider News
  • Private Credit
    • Manager News
    • Mandates
    • Service Provider News
  • RE/Infrastructure
    • Manager News
    • Mandates
    • Service Provider News
  • Investor News
    • Endowments and Foundations
    • ESG
    • Pensions
    • Platforms
    • Consultants
  • Research
    • Investor Scorecard
    • Manager Scorecard
No Result
View All Result
  • Hedge Funds
    • Manager News
    • Mandates
    • Service Provider News
    • CTAs/Managed Futures
  • Private Equity
    • Manager News
    • Mandates
    • Service Provider News
  • Private Credit
    • Manager News
    • Mandates
    • Service Provider News
  • RE/Infrastructure
    • Manager News
    • Mandates
    • Service Provider News
  • Investor News
    • Endowments and Foundations
    • ESG
    • Pensions
    • Platforms
    • Consultants
  • Research
    • Investor Scorecard
    • Manager Scorecard
No Result
View All Result
Alternatives Watch
No Result
View All Result

CAIS: Education still top concern for RIAs

Susan BarretobySusan Barreto
June 21, 2022
in Features, Investor News, Platforms
CAIS: Education still top concern for RIAs

Abby Salameh, CMO and managing director of CAIS IQ (provided)

ShareTweetShareSendSend

The retail potential for alternatives has grown in recent years with the proliferation of online platforms such as CAIS, which recently found that 84% of financial advisors are recommending alternatives to clients who meet accredited investor requirements.

The survey was conducted last month during the 2022 Morningstar Conference in Chicago, with more than 300 registered investment advisors, financial advisors and other investment industry experts participating on-site.

“Ten years ago, RIAs didn’t have access to alternatives,” said Abby Salameh, CMO and managing director of CAIS IQ, the educational platform at CAIS. Once advisors had access, the process was cumbersome. Online platforms have since streamlined and democratized these investments that are well established in institutional investor circles. RIAs didn’t have the confidence to understand and talk about these investments to their clients early on, Salameh added.

Roughly seven in 10 respondents (68.98%) cited the lack of education around alternatives as a hurdle to investing in the CAIS survey. Respondents also named high levels of administration and paperwork (37.6%), and concerns around due diligence and compliance processes (34.3%) as difficulties when making allocations.

For Salameh, the survey findings confirmed what she knew to be true. While more of the investment process has been digitized and Mercer handles due diligence on products on the CAIS platform, integral to the shared success between RIAs and their clients is education, executives say. CAIS IQ was launched in 2019 to tackle this very issue. Salameh joined CAIS in 2020, from HighTower Group and has been active in the independent adviser space for over two decades.                                                                          

“This is all from the viewpoint of how we can help advisors get the outcome that their clients need,” she said of the development of over 100 courses on the CAIS platform ranging from broad overview of alternatives to structured products and specific asset classes. Each module offers learning opportunities in short microbursts that can be completed at the advisor’s own pace. The asset class modules then take RIAs directly to the corresponding products on the platform.

For its part, CAIS has grown to more than $2.5 trillion in network assets. Since its inception in 2009, the company has handled over $17 billion in transaction volume. Currently, over 5,300 unique advisor firms/teams rely on the platform, which has grown its team in the past year.

CAIS survey respondents believe that private equity (49.8%), real estate (38.9%) and private credit (33%) are the three alternative asset classes most likely to outperform the market in 2022. Alternative assets are expected to make up to 24% of the global investable market by 2025, up from 12% in 2018, according to research from the Chartered Alternative Investment Analyst Association completed in 2020. 

CAIS’ findings also point to industry-wide scrutiny around the definition of accredited investor – a long-standing threshold for access to alternative asset classes. Almost three-quarters of respondents (74.9%) believe that the SEC’s definition of accredited investor needs to be updated. Among them, 43.6% say that the definition is too rigid, while 41.4% believe that the income threshold for individuals should be lowered. Only 11.5% believe the definition is too lax.

“As traditional assets face muted expectations, alternative investments may provide a diversified method for investors looking to hedge against increased volatility and potential enhanced returns,” said Matt Brown, CEO and founder of CAIS. “These survey results validate our conversations with the independent wealth management community, highlighting a growing urgency for access to alternative products. CAIS is answering that call by providing the connectivity and education that advisors can use to meet this demand.”

ShareTweetShareSendSend
Previous Post

MainePERS wades deeper into private markets

Next Post

Blueprint to focus on CRE lending in new partnership

Related Posts

LACERA channels more money into alts
Pensions

LACERA channels more money into alts

Kentucky Teachers hands out alts assignments
Pensions

Kentucky Teachers hands out alts assignments

Penn. Muni bets on opportunistic credit
Investor News

Penn. Muni bets on opportunistic credit

Red Arts Capital finds value in the supply chain
Features

Red Arts Capital finds value in the supply chain

NM fund adds over $170 million to RE and PE
Pensions

NM fund adds over $170 million to RE and PE

Next Post
Blueprint to focus on CRE lending in new partnership

Blueprint to focus on CRE lending in new partnership

Log In

Lost your password?

Recent

LACERA channels more money into alts

LACERA channels more money into alts

D.E. Shaw reveals strategic financing from Harbert Infrastructure

D.E. Shaw reveals strategic financing from Harbert Infrastructure

Kentucky Teachers hands out alts assignments

Kentucky Teachers hands out alts assignments

Search the AW Archives

No Result
View All Result

Download

Alternatives Watch

© 2019-2022, All Rights Reserved  |  BMV Digital

Navigate Site

  • Hedge Funds
  • Private Equity
  • Private Credit
  • RE/Infrastructure
  • Investor News
  • Research

Follow Us

No Result
View All Result
  • Hedge Funds
    • Manager News
    • Mandates
    • Service Provider News
    • CTAs/Managed Futures
  • Private Equity
    • Manager News
    • Mandates
    • Service Provider News
  • Private Credit
    • Manager News
    • Mandates
    • Service Provider News
  • RE/Infrastructure
    • Manager News
    • Mandates
    • Service Provider News
  • Investor News
    • Endowments and Foundations
    • ESG
    • Pensions
    • Platforms
    • Consultants
  • Research
    • Investor Scorecard
    • Manager Scorecard

© 2019-2022, All Rights Reserved  |  BMV Digital

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In

Be an alts insider

Start your days in the know with our free newsletter

No, I don't want to be an alts insider

Thank

You!

Follow us
on LinkedIn

Cookie Consent
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
Do not sell my personal information.
Cookie Settings Accept
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
Save & Accept
Powered by CookieYes Logo