Various funding platform CAIS has launched CAIS Advisors, an RIA division created to help monetary advisors with streamlining portfolio building. The division plans on providing advisory providers, customizable mannequin portfolios targeted on different investments and multi-manager registered options. Neil Blundell, the agency’s chief funding officer, will lead CAIS Advisors.
A survey of asset managers and third-party mannequin suppliers revealed this July by market analysis agency Cerulli Associates discovered that just about 60% of respondents mentioned that offering customized mannequin portfolios is without doubt one of the three most necessary present initiatives for his or her companies.
In the meantime, CAIS Advisors’ multi-manager registered options will present customers with entry to diversified asset allocation autos with merchandise starting from personal fairness, personal debt and actual property to hedge funds and thematic investments. Earlier this yr, for instance, CAIS added a number of funds from different asset big Blackstone to its market.
“Regardless of rising curiosity in different investments, advisors proceed to face hurdles in allocating to options, particularly how they match into the broader portfolio,” Blundell mentioned in a press release. “CAIS’ know-how, mixed with our advisory capabilities, permits monetary advisors to streamline their different funding expertise by way of an built-in suite of options.”
CAIS additionally plans to launch Compass, a portfolio building software for creating and analyzing asset allocation in different investments. Compass will probably be built-in inside CAIS’ current platform, permitting advisors to pick merchandise from the CAIS Market and begin transactions inside the platform.
