CAIS Adds New Private Markets Model Portfolios from Four Mega Asset Managers 

CAIS has significantly expanded its Models Marketplace, unveiling model portfolios from four of the world’s leading asset managers—BlackRock, Carlyle, Franklin Templeton, and KKR—in a move that underscores the platform’s mission to streamline alternative investment adoption by financial advisors. 

This expansion marks the first rollout of manager-led portfolio models on CAIS, a digital marketplace offering integrated access to private and registered funds in a single allocation step. The platform, launched earlier this year, is engineered to reduce the friction historically associated with alternatives by leveraging centralized model construction and automated trade execution. 

Each participating asset manager brings a distinct suite of model portfolios: 

• BlackRock has debuted three risk-based multi-asset portfolios incorporating its own private equity and private credit funds alongside traditional public market holdings in equities and fixed income. 

• Carlyle introduced three models tailored to objectives such as income generation, capital preservation, and return enhancement, with allocations across Carlyle-managed private equity and private credit strategies. 

• Franklin Templeton contributed a single multi-manager model offering broad-based private market exposure, spanning private credit, infrastructure, real estate, secondaries, co-investments, and asset-backed finance. The model integrates both proprietary and third-party managers. 

• KKR rolled out three models focused on complementing traditional portfolios, emphasizing income generation, capital stability, and return growth, with exposure to its proprietary private equity, credit, infrastructure, and real estate funds. 

“By packaging multiple alternative investment strategies into a single, professionally designed solution, advisors can focus more on their clients and less on manager selection,” said Neil Blundell, CIO at CAIS Advisors and Head of Investments at CAIS. 

The enhancements arrive amid growing advisor demand for turnkey alternative allocation tools that deliver institutional-quality exposure without the operational complexity. CAIS’s marketplace accommodates both subscription-based private placements and publicly registered funds, expanding usability across advisor practices of various sizes. 

This development follows CAIS’s recent collaboration with Edward Jones, enabling qualified clients with at least $10 million in investable assets to access private market investments through the firm’s Unified Managed Account platform. The program, live since May 5, includes offerings across private equity, credit, and real estate.