J.P. Morgan Asset Management strategies made available via CAIS to over 2,000 wealth management firms that oversee approximately $6 trillion in end client assets

CAIS, the leading alternative investment platform for independent financial advisors, today announced that J.P. Morgan Asset Management, a global leader in investment management, is partnering with CAIS to provide advisors access to its alternative investment strategies.

“We are thrilled to partner with J.P. Morgan Asset Management, a firm whose long-term vision is closely aligned with CAIS’ own mission to transform alternative investments for the wealth management ecosystem through unparalleled experiences,” said Brad Walker, Chief Product and Client Development Officer at CAIS. “As demand for alternative asset classes accelerates, we are committed to offering the most robust technology and operating system to streamline the alternative investment lifecycle for advisors and managers.”

An evergreen private equity vehicle focused on small and mid-market secondaries and co-investments is available today on CAIS Marketplace with plans in place to scale the partnership and add additional J.P. Morgan strategies to the platform over time. Funds listed on CAIS have undergone third-party due diligence by Mercer, a global leader in institutional investment and operational due diligence.

"The broadening access of alternative investments is an undeniable trend reshaping the investment landscape," said Shawn Khazzam, Head of Private Wealth Alternatives at J.P. Morgan Asset Management. "Interest in the asset class is continuing to grow as a way for investors to diversify and strengthen portfolios. It's crucial that we equip advisors with access to our innovative products, enabling them to craft strategies that align with the evolving needs and goals of their clients."

J.P. Morgan Asset Management will also gain access to CAIS’ online education platform (CAIS IQ), digital marketing support, and integrations with leading custodians, reporting providers, and fund administrators. Additionally, the firm will benefit from a custom analytics dashboard designed to optimize their platform engagement, pipeline management, and sales efforts. J.P. Morgan’s leading quarterly Guide to Alternatives will also be made available on the platform. Having just reached its 5th anniversary, the Guide to Alternatives is an extension of the industry-leading Guide to the Markets which reaches more than 450,000 financial professionals globally each quarter.

J.P. Morgan Asset Management is the latest in a series of new managers adding alternative strategies to the CAIS platform, coming on the heels of nearly 20 new and expanded partnerships with alternative asset managers in 2024. Today’s announcement also reflects an expansion of the CAIS and J.P. Morgan partnership, with J.P. Morgan’s investment banking division operating as a structured notes issuer on the CAIS platform.

Matt Brown, CAIS Founder and CEO, will be participating in a panel discussion, “Alternative Assets for the Individual Investor” at J.P. Morgan’s 15^th Annual Asset Managers CEO Forum taking place December 12-13 in New York City.

About CAIS

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.

CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.

CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.

For more information about CAIS, please visit www.caisgroup.com or follow on LinkedIn or X.

Securities offered through CAIS Capital LLC, member FINRA, SIPC.

About J.P. Morgan Asset Management

J.P. Morgan Asset Management is a global leader in alternatives, with over 60 years of experience managing alternative investments, including real estate, private equity, private credit, liquid alternative products, infrastructure, transport, hedge funds, and forestry. As of September 30, 2024, J.P. Morgan oversees more than $400 billion in alternative assets. With $3.5 trillion in assets under management as of September 30, 2024, J.P. Morgan Asset Management serves institutions, retail investors, and high-net-worth individuals across every major market globally. The firm offers comprehensive investment management services in equities, fixed income, alternatives, and liquidity. For more information, visit www.jpmorgan.com/am.

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