CAIS Expands Alternative Strategy Offerings

News September 20, 2024 at 02:04 PM

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CAIS, an alternative investment platform for independent financial advisors, recently announced expanded offerings of strategies from alt investment managers.

Firms that have introduced strategies on CAIS Marketplace in 2024 include BlackRock, Blackstone, FS Investments, Golub Capital, Hines, Kayne Anderson, Stonepeak and T. Rowe Price/Oak Hill Advisors, the company said this week.

Apollo, Ares Management, Bain Capital, Blue Owl, Davidson Kempner Capital Management, Franklin Templeton, KKR, Nuveen, Partners Group, Reverence Capital Partners and Vista Equity Partners are among the managers that have expanded their offerings on the platform this year.

Platform strategies encompass a broad range of alternative asset classes, including private equity, private debt, hedge funds and real estate, as well as interval funds, business development companies (BDCs) and nontraded real estate investment trusts.

"As advisors continue to adopt alternative investments into their businesses, we support the commitment of asset managers to invest in the tools and education needed to meet their goals and objectives," Neil Blundell, CAIS investments head, said.

"Our single-platform solution streamlines the entire alternative investment lifecycle, helping asset managers make their products more accessible to the wealth market."

CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets.

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