Streamlined implementation of expanded alternative investment models on the CAIS platform supports growing demand from the independent wealth channel

CAIS, the leading alternative investment platform for financial advisors, today announced the first in a growing series of investment models—developed by BlackRock, Carlyle, Franklin Templeton, and KKR—onto the CAIS Models Marketplace. As recently announced, advisors can now leverage single-click model allocations across private and registered funds, for both subscription-based and ticker-traded products on the CAIS platform, streamlining implementation.

CAIS launched its Models Marketplace earlier this year to create a centralized hub that streamlines access to alternative investment model portfolios. The platform provides wealth management firms with a range of alternative investment models, while leveraging CAIS’ trade technology to streamline the investment process.

“Alternative investment models give advisors a powerful tool to deliver more personalized portfolios, while helping to streamline operational complexity and scale allocations,” said Neil Blundell, Chief Investment Officer at CAIS Advisors and Head of Investments at CAIS. “By packaging multiple alternative investment strategies into a single, professionally designed solution, advisors can focus more on their clients and less on manager selection.”

The initial model portfolios onboarded onto the platform include:

• BlackRock: Three single-manager multi-asset model portfolios, offering exposure to both public and private markets across risk profiles. The model portfolios include allocations to private equity and private credit alongside public equities and debt through select BlackRock investment vehicles.

• Carlyle: Three single-manager multi-asset models, offering varying levels of asset class exposure, designed for investment objectives, including return enhancement, supplemental income, and capital preservation. Models will offer allocations to private equity and private credit through select Carlyle investment vehicles.

• Franklin Templeton: One holistic multi-asset and multi-manager model offering diverse private markets exposure through allocations to private credit, real estate, infrastructure, private equity secondaries and co-investments, and asset-backed finance through investment vehicles offered by Alternatives by Franklin Templeton and select strategic third-party partners.

• KKR: Three proprietary, single-manager multi-asset models designed to diversify beyond the traditional 60/40 stock and bond portfolio, seeking to achieve the following primary respective objectives: generating income, preserving capital, and boosting returns. The models will offer exposure to private equity, private credit, private real estate, and private infrastructure through select KKR investment vehicles.

The expansion of models on the platform comes at a time when advisor demand is accelerating and managers are placing a greater emphasis on the private wealth channel. According to a recent CAIS survey¹, 77% of advisors would use or consider model portfolios to streamline allocations, with nearly half (47%) citing model portfolios as a top resource for portfolio construction.

In addition to asset manager models, the CAIS Models Marketplace offers wealth firm model portfolios and will also make available models developed by CAIS Advisors.

BlackRock, Carlyle, Franklin Templeton, and KKR are participating at the 2025 CAIS Alternative Investment Summit, the marquee gathering of independent advisors and alts managers in Beverly Hills October 13-16, 2025. For more information on CAIS events and to learn how to register to attend, please visit www.caisgroup.com/events.

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 with 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 $6.5 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in London; Austin, Texas; and Red Bank, New Jersey.

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.

Form ADV

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

¹2025 Report: The State of Alternative Investments in Wealth Management

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