Sep 20, 2024

CAIS Broadens Offerings from Leading Alts Asset Managers Including Apollo, Ares Home » Alts News » CAIS Broadens Offerings from Leading Alts Asset Managers Including Apollo, Ares September 20, 2024 Share this article: CAIS, an alternative investments platform for independent financial advisers, is continuing to expand its offerings of alternative investment strategies from well-known managers, deepening the firm’s commitment to making alts more accessible to wealth management. 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 latest managers that have expanded the number of their strategies available on the platform. Managers that have introduced strategies on the CAIS Marketplace in 2024 also include BlackRock, Blackstone , FS Investments, Golub Capital, Hines, Kayne Anderson, Stonepeak, and T. Rowe Price/Oak Hill Advisors. Featured strategies encompass a broad range of alternative asset classes, including private equity, private debt, hedge funds, and real estate. Additionally, the strategies offer wealth-centric structures such as interval funds, business development companies, and non-traded real estate investment trusts. “As advisers 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,” said Neil Blundell, head of investments at CAIS. “Our single-platform solution streamlines the entire alternative investment lifecycle, helping asset managers make their products more accessible to the wealth market.” Alternative investment strategies on the CAIS Marketplace, which go through third-party due diligence by Mercer, are made available to CAIS’ broad network of over 2,000 wealth management firms that oversee approximately $6 trillion in end client assets. Asset managers gain access to a custom analytics dashboard, providing comprehensive, real-time insights into platform engagement. Additionally, they receive personalized support from the CAIS asset manager partnerships team, ensuring a streamlined and strategic partnership experience. According to CAIS, these tools combined with direct engagement opportunities at CAIS Live and CAIS Summit events, empower managers to effectively connect with advisers and deliver a greater market impact. CAIS is an alternative investment platform for independent financial advisers. CAIS provides financial advisers with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes. Founded in 2009, CAIS supports over 50,000 advisers who oversee more than $6 trillion in end-client assets. Since its inception, CAIS has offices in New York, Los Angeles, Austin, and London.