CAIS has rolled out a new initiative, the CAIS Models Marketplace, designed to streamline access to alternative investments for wealth management firms. This centralized hub provides advisors with three multi-asset, multi-manager model portfolio options, leveraging CAIS’s trade technology to simplify allocation into alternatives.

Neil Blundell, CIO at CAIS Advisors and head of Investments, highlighted the platform’s purpose: “Designing, implementing, and managing portfolios that include alternatives has historically been a time-intensive and complex process.” The Models Marketplace aims to tackle these hurdles by offering advisors a more efficient way to integrate alternative investments.

The first model portfolio is crafted by wealth management firms, customized to align with clients’ unique portfolio needs and investment objectives. The second model is designed by alternative asset managers to broaden access to their funds. CAIS will launch this option with single-manager, multi-asset portfolios from leading firms including Ares Management, BlackRock, Blue Owl, Carlyle, Franklin Templeton, and KKR, with plans to grow the marketplace by incorporating additional managers in the future.

The third offering in the hub, CAIS Advisors Models, is slated for release in the second quarter. These models harness CAIS’s proprietary technology and include alternative investment products from the CAIS Marketplace, which currently encompasses 58 managers spanning private markets and hedge fund strategies.

The Models Marketplace integrates with CAIS Compass, a portfolio construction tool that lets advisors analyze how alternatives impact portfolio risk and return. Advisors can review target asset class weights and access an AI-driven summary for quick, clear insights, making investment decisions more informed and efficient.

CAIS supports 2,000 wealth management firms, representing over 50,000 financial advisors who manage approximately $6 trillion in client assets.