Different funding platform CAIS has rolled out a fashions market, a centralized hub the place advisors can entry multi-asset and multi-manager different funding portfolio allocations.
“Designing, implementing and managing portfolios that embody alternate options has traditionally been a time-intensive and complicated course of,” mentioned Neil Blundell, chief funding officer at CAIS Advisors and head of investments at CAIS. “We’re thrilled to reinforce our platform capabilities to assist with these challenges and supply monetary advisors one other pathway to combine alternate options with a set of different funding mannequin portfolios.”
Advisors could have three choices on the CAIS Fashions Market: Mannequin portfolios developed by wealth administration corporations, these developed by asset managers, and the homegrown fashions constructed by CAIS Advisors, the corporate’s registered funding advisor division launched final yr to help monetary advisors with streamlining portfolio building.
For the asset administration fashions, CAIS will initially supply single-manager, multi-asset portfolios from Ares Administration, BlackRock, Blue Owl, Carlyle, Franklin Templeton and KKR. It plans so as to add extra managers over time.
The CAIS Advisors Fashions, coming within the second quarter of 2025, will characteristic a set of multi-asset, multi-manager fashions that use CAIS’ proprietary expertise to let advisors customise among the funding selections.
The Fashions Market can be built-in with CAIS Compass, a portfolio building device that lets customers evaluate the mannequin portfolio goal asset class weights to research the danger and return traits earlier than investing determination.
This transfer follows CAIS’s announcement in February of a brand new potential to let advisors combine and handle different investments and conventional public securities inside third-party turnkey asset administration platforms (TAMPs) and managed accounts.
Final month, the corporate additionally introduced a management change, with Tim Shannon and Brad Walker now serving as co-presidents. Beforehand, Shannon served as CAIS president and CFO whereas Walker was chief shopper and product growth officer. Each will proceed to be based mostly in New York Metropolis and report on to CAIS founder and CEO Matt Brown.
