Investing > Best Alternative Investments
CAIS is increasing adoption and usage of alternative investments by breaking down the barriers between financial advisors and alternative asset managers by utilizing technology to be the first true end-to-end marketplace where advisors and managers can engage, educate, and execute on a massive scale.
Through the Platform, advisors can access funds directly at institutional pricing and reduced investment minimums, eliminating additional layered expenses. Funds on the CAIS Platform undergo independent due diligence by Mercer, a leader in institutional investment consulting, and are available for purchase through an automated subscription process coupled with custodial integration at all major firms. By offering the CAIS Platform fee-free to financial advisors, asset managers are able to gain access to a differentiated and diversified source of capital.
This year CAIS has expanded its product offering to include opportunity zone and venture funds in addition to our existing top-tier menu of hedge funds, private equity, private credit, real estate and structured notes. In August, CAIS launched insurance solutions in order to continually provide independent financial advisors with streamlined access to a variety of in-demand alternative products.Additionally, CAIS received growth capital from a consortium of the leading alternative investment managers including Angelo Gordon, Canyon Partners, CIM Group, Crescent Capital, and GoldenTree Asset Management. This new investment provides CAIS with meaningful resources to expand the platform’s products, services, and overall user experience.
Since inception, CAIS has transacted over $8B in total platform volume with over 1,500+ advisor firm/teams as members from the independent wealth community. The Platform has experienced tremendous growth as the Platform’s fund volume is up 226% and advisor firms/teams transacting is on the rise by 37%(In 2019 vs. 2018). Lastly, the CAIS Platform facilitated over $1B in volume in the first half of 2019.