Meet one of our alternative product specialists to help you customize your CAIS platform experience. After completing the form below, a team member will be in touch to determine how CAIS, and our platform, can help.| CAIS
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CAIS is the leading platform for alternative investments and structured products. We are transforming alternative investing for the independent wealth management community.| CAIS
Understand how private equity secondaries provide liquidity and potential advantages compared to investing in primary funds.| CAIS
Direct lending is a private debt strategy where non-bank lenders provide loans directly to private companies, bypassing traditional intermediaries like banks.| CAIS
We explore the historical impacts of hedge fund strategy allocation and how the size and source may have affected risk and return.| CAIS
We assess private real estate strategies across the risk and return spectrum and discuss considerations financial advisors may have in building a holistic allocation to the asset class.| CAIS
We explore the current trends and potential opportunities for the private equity secondaries market as it continues expansion.| CAIS
The 2017 Tax Cuts and Jobs Act designated over 8,700 Qualified Opportunity Zones nationwide, attracting capital to underserved areas with tax incentives.| CAIS
Join us as we explore the factors driving renewed interest in opportunistic private real estate strategies and their benefits.| CAIS
Advisors aiming to limit principal risk within portfolios can consider structured notes to effectively manage investment risks.| CAIS
Dive into Contingent Yield Notes with CAIS's comprehensive introduction article. Understand the product, its benefits, and the associated risks thoroughly.| CAIS
Non-traded REITs may provide financial advisors with REITs an opportunity to access private real estate assets.| CAIS
Understand how interval funds provide exposure to illiquid alts like private equity while offering periodic liquidity through interval repurchases.| CAIS
Explore private investments in sports teams and other sports-adjacent businesses that could appeal to financial advisors seeking unique opportunities.| CAIS
Streamline your alternative investing with our advanced technology solutions, trusted by high-net-worth investors who demand the best.| CAIS
Compare evergreen and drawdown private market fund structures across liquidity, cash flows, duration of capital and other dimensions.| CAIS
Read how our collaboration with Focus brings the CAIS platform capabilities to even more advisors and their clients.| CAIS
We explore private infrastructure investments, an emerging asset class in the private markets investment landscape.| CAIS
Real assets like infrastructure and natural resources can provide portfolio diversification and inflation hedging. Learn about risks and opportunities.| CAIS
Model portfolios on the CAIS platform are designed to help financial advisors address the complexities of scaling alternatives in client portfolios.| CAIS
Discover the latest CAIS platform enhancements designed to simplify alternative investing, reduce manual tasks, and improve oversight for advisors.| CAIS
Explore how financial advisors might use private debt for income and diversification across strategies like direct lending, asset-based finance, and more.| CAIS
Learn the ins and outs of private equity buyouts, including how they work, typical lifecycle, types of buyout strategies, and more.| CAIS
Learn about investing in private real estate and the strategies available in this growing alternative asset class.| CAIS
We’ll dive into defining GP stakes, the mechanics behind these investments, and what may be at stake looking ahead.| CAIS
Multi-strategy hedge funds combine uncorrelated exposures in one investment vehicle to seek absolute return with diversification and downside protection.| CAIS
Learn how hedge funds work and about the variety of strategies within the alternative asset class.| CAIS
Learn how structured investments may help advisors support a long-term investing approach during periods of market volatility.| CAIS
Explore how buffered notes work, their main characteristics, structures, and key considerations and risks.| CAIS
Our product leader, Jacqueline Koerner, introduces CAIS’ approach to building a product roadmap, with a focus on product discovery as a theme.| CAIS
From portfolio construction tools to visibility over structured notes, CAIS platform enhancements aim to bring a more intuitive, efficient, and transparent alternative investing experience.| CAIS
Most financial advisors now invest in alts and plan to increase allocations—with a new focus on implementation.| CAIS
We categorize valuation levels across various asset classes and seek to use historical performance to analyze the relationship between asset valuations and the timing of certain investments. Download our whitepaper to learn more.| CAIS
Growth equity strategies are gaining popularity, fueled by the increasing demand for minority investments across various sectors. Learn more here.| CAIS
Discover how CAIS provides financial advisors with an integrated, ongoing educational journey in alternative investments, combining online, in-person, and personalized support.| CAIS
Discover key insights from the third annual CAIS-Mercer Alternative Investment Survey, where hundreds of financial advisors shared their perspectives on allocating to alternative investments.| CAIS
Financial advisors can diversify private equity allocations across multiple fund vintages to improve portfolio diversification and investment strategy.| CAIS
Join Tony Davidow & Matt Brown on Franklin Templeton's podcast, exploring alternative assets, strategies, and the evolving investment landscape.| CAIS
Structured notes can help diversify portfolios but their complexity raises questions. Learn how they work, the risks, and other considerations.| CAIS
Explore key considerations like pricing, paperwork, reconciliation when developing alternative investment operational capabilities.| CAIS
Brad Walker of CAIS covers how we empower RIAs and independent broker-dealers with more automated and integrated access to alternative investments.| CAIS
Fintechs like CAIS are revolutionizing the alternative investments landscape by bridging the gap between industry-leading technology and client service.| CAIS
Explore how structured notes serve as versatile tools to target various investment objectives and enhance your investment strategy.| CAIS
This is how CAIS empowers advisors with people + platform support to grow, manage, and scale structured notes with education, tech, and flexibility.| CAIS
Uncover how CAIS centralizes alternative investment access to help the independent wealth community identify, transact, and scale alts and notes.| CAIS
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The U.S. Federal Reserve (the Fed) announced recently that they remain patient on raising rates but will begin reducing the pandemic era bond purchases starting this month.| CAIS
As we emerge from the pandemic, we do so in a higher volatility environment which we expect to be punctuated with more frequent and higher spikes in volatility.| CAIS
Some Investors are turning to mezzanine financing, an asset class which historically paid 12-20% total returns and comes with the potential of equity ownership| CAIS
Explore how rising rates, market volatility, and slowing growth projections have chilled the red-hot IPO market this year.| CAIS
After January’s consumer price index reading was released, the market expectations saw the potential for a 50 basis point (bps) hike in March.| CAIS
Global macro hedge funds may provide a diversification benefit to offset volatility and the lasting impacts of global uncertainty.| CAIS
Explore how CLOs provide exposure to senior secured bank loans that historically offered high current income and floating rate coupons.| CAIS
The first quarter of the new year saw broad declines across risk assets with stocks and bonds ending the period lower.| CAIS
Both equity and bond markets have divergent expectations for inflation, with opposing views on forward returns. This creates the potential for future volatility with implications for the future risk and return potential for both stock and bond markets.| CAIS
The Tax Cuts and Job Acts of 2017, focused on attracting capital directly into underserved and economically distressed zones in exchange for preferential tax treatment, identified and designated more than 8,700 Qualified Opportunity Zones across the US.| CAIS
Current bonds performance is beyond the general experience of many investors causing some to ask, “Are we there yet? Have bond prices reached the bottom?”| CAIS
Can low-beta hedge funds help diversify traditional 60/40 portfolios in today's volatile markets while enhancing returns? Find out more.| CAIS
A structured note is a debt obligation that combines a zero-coupon bond with an options package to create a single investment security.| CAIS
With a historically poor start for stocks, bonds, and the 60/40 portfolio this year, investors may explore alternative investments.| CAIS
Learn about different private debt strategies like direct lending, distressed, and mezzanine and how they may provide portfolio income and diversification.| CAIS
At our third CAIS Alternative Investment Summit, over 1,200 attendees gathered for three days filled with learning and unforgettable experiences. Our CAIS Lab offered in-depth demos of the latest tech powering the CAIS platform.| CAIS
We explore how certain factors related to direct lending and other credit strategies may play out in today’s challenging market environment.| CAIS
We assess the recent sell-off in private real estate and the potential catalysts that may drive the sector out of gridlock into a lower valuation equilibrium.| CAIS
Discover how expanding access to alternative investments provides more diversification and return generation tools to evolve beyond traditional asset allocation| CAIS
We analyze vintage-year performance across private markets strategies to assess the potential importance of entry points and diversification amid recession.| CAIS
Compare historical PE value creation drivers to understand how fund managers drive returns through operational improvement and financial engineering.| CAIS
We compare pros and cons of drawdown, finite-life private markets fund structures with those of fully funded, evergreen structures.| CAIS
Understand how trend following structural positive skew has helped deliver diversification benefits during equity market drawdowns.| CAIS
Explore how differentiated sources of risk like niche credit or exotic beta strategies could enhance portfolio income and diversification.| CAIS
Explore how private debt strategies could benefit from bank lending pullbacks, including potential advantages and key risks to consider.| CAIS
In this article, we investigate potential reasons why the recession predicted by once-reliable leading indicators has not hit the US economy—at least not yet.| CAIS
When choosing an alternative asset manager, how much might a manager’s previous fund performance inform financial advisors about the funds they can access today?| CAIS
Understand how growth-focused structured invesments provide defined upside exposure to stock market gains while defining maximum loss.| CAIS
The private equity secondary market has seen lower transaction volume in 2023; however, catalysts still appear to be present for both LP-led and GP-led opportunities.| CAIS
Our new macroeconomic environment contrasts with the previous zero interest-rate policy period, potentially calling attention to the role of hedge funds in a portfolio.| CAIS
We analyze historical returns and risks to assess the potential role of private infrastructure in the context of traditional strategic asset allocations.| CAIS
We explore the impacts of funding new private debt commitments and use these takeaways to gain a general sense of allocation sizing and its possible effect on risk and return.| CAIS
We compare private infrastructure and real estate strategies in aggregate and assess the effect of adding each to a traditional stock and bond portfolio.| CAIS
We share a few lessons worth exploring from 2023, a year characterized by both surprising resilience and persistent uncertainty in alternative investing.| CAIS
Advisors willing to take on additional risk may seek capital appreciation, absolute return, and diversification in opportunistic real estate strategies.| CAIS
Learn about distressed debt and credit investing. Uncover strategies, risks, and opportunities for investors seeking diversification and potential rewards.| CAIS
Discover a detailed breakdown of structured notes, including their makeup, strategies, and associated risks to enhance your financial understanding.| CAIS
Private equity is investing in a privately owned company rather than owning shares in a public company. It is the largest alternative asset class, reaching over $5 trillion by the end of 2021 and it could hit $11 trillion by 2026.| CAIS
Venture capital is a form of private equity that involves investing in early-stage companies. Learn how venture capital works, the opportunities, risks, and more.| CAIS
From wire status notifications to structured notes holdings reports, CAIS platform enhancements aim to bring more efficiency to advisors’ operations.| CAIS
Over the next decade, tens of thousands of financial advisors and millions of their clients will experience the benefits of alternative investments for the first time.| CAIS
Our white paper analyzes how alternative asset classes performed across major macroeconomic regimes, including Recovery, Expansion, Slowdown, and Contraction.| CAIS
Discover how private equity secondaries evolved into a $100B+ market, its players, and what may fuel continued future growth.| CAIS
Private secondary market volume hit record highs last year, as more LPs and GPs turn to secondaries as part of their portfolio management toolkit.| CAIS