J.P. Morgan AM Joins Forces with CAIS to Expand Alts Access
J.P. Morgan Asset Management has formed a new collaboration with CAIS, an alternative investment platform for independent financial advisors, to offer access to its alternative investment strategies.
The partnership begins with an evergreen private equity vehicle focusing on small and mid-market secondaries and co-investments, which is now accessible on the CAIS Marketplace, with plans to bring other J.P. Morgan strategies to the platform over time. Mercer conducted third-party due diligence on the funds listed on CAIS.
“As demand for alternative asset classes accelerates, we are committed to offering the most robust technology and operating system to streamline the alternative investment lifecycle for advisors and managers,” said Brad Walker, chief product and client development officer at CAIS.
The partnership gives J.P. Morgan Asset Management access to CAIS’ digital infrastructure, including its online education platform CAIS IQ, digital marketing support, and integrations with major custodians and fund administrators. The firm will also receive a custom analytics dashboard to optimize platform engagement and sales efforts. J.P. Morgan’s quarterly Guide to Alternatives will also be made available on the platform.
“Interest in alternative assets continues to grow as investors seek to diversify and strengthen their portfolios,” added Shawn Khazzam, head of private wealth alternatives at J.P. Morgan Asset Management.
J.P. Morgan Asset Management is the latest in a series of new managers adding alternative strategies to the CAIS platform. J.P. Morgan Asset Management joins nearly 20 other alternative asset managers who have newly partnered with or expanded their presence on CAIS in 2024. The collaboration expands an existing relationship between the two firms, as J.P. Morgan’s investment banking division already operates as a structured notes issuer on the CAIS platform.
CAIS currently serves more than 2,000 wealth management firms representing more than 50,000 financial advisors who collectively oversee about $6 trillion in client assets.