CAIS

A majority of independent financial advisors expect to boost their allocations to one or more alternative asset classes in 2024, according to a new survey conducted by CAIS and Mercer.

CAIS added several alternative asset managers to its expanding platform that now serves over 32,000 financial advisors who oversee more than $4 trillion in network assets.

The democratization of alternatives continues as 88% of financial advisors intend to grow their allocations to alternatives and 89% of alternative asset managers are targeting private wealth channels, according to a new survey from CAIS and Mercer.

Hamilton Lane has made a strategic investment in CAIS, an alternative investment platform that is used by 5,300 unique advisor firms/teams who oversee more than $2.5 trillion in network assets. Since inception CAIS has facilitated more than $17 billion in ...

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 ...

Platform provider CAIS added alternatives strategies managed by Franklin Templeton’s Clarion Partners and Benefit Street Partners. The new offerings on the platform include Clarion Partners Real Estate Income Fund, which invests in commercial real estate properties, and Franklin BSP Capital ...

CAIS announced that it had surpassed $10 billion in transaction volume, with more than 3,200 unique advisor firms/teams that oversee more than $1.2 trillion in assets in actively using the platform for product access and education. Total transaction volume has ...

National Holdings Corporation has signed on with CAIS to expand alternative investment access and education to more than 1,000 financial professionals and $16 billion in client assets under management. According to the announcement, National’s financial professionals will gain access to ...

Platform provider CAIS has launched CAIS IQ, which is aimed at helping financial advisors learn about alternative investments. CAIS offers financial advisors access to a ‘curated’ menu of top-tier hedge funds, private markets funds and real estate funds. It complements ...