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Articles published by CAIS

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Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts
From CAIS
Via Business Wire
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CAIS Advisors to Launch CAIS Sports, Media and Entertainment Fund, Selects Arctos and Eldridge as Core Independent Managers
From CAIS
Via Business Wire
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CAIS Unveils CAISey, an AI Solution to Streamline the Alternative Investment Experience for Advisors
From CAIS
Via Business Wire
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CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark
From CAIS
Via Business Wire
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CAIS to Launch Secondary Marketplace for Private Funds in Partnership with LODAS Markets
From CAIS
Via Business Wire
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CAIS Expands Relationship with Schwab Advisor Services™ to Streamline Independent Advisor Execution for Ticker-Traded Alternative Investments
From CAIS
Via Business Wire
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CAIS Announces Final Speaker Lineup for Fourth Annual Summit Bringing Together Top Independent Advisors and Alternative Asset Managers
From CAIS
Via Business Wire
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CAIS Expands Fund Menu as Private Markets Become a Core Pillar for Advisor Portfolios
From CAIS
Via Business Wire
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CAIS Partners with Solactive to Launch First-of-Its-Kind Private Credit BDC Index
From CAIS
Via Business Wire
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CAIS Announces Fourth Annual Alternative Investment Summit for Independent Financial Advisors
From CAIS
Via Business Wire
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CAIS Launches BlackRock, Carlyle, Franklin Templeton, and KKR Model Portfolios
From CAIS
Via Business Wire
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CAIS Expands Platform Execution Capabilities for Ticker-Traded Alternative Investment Funds
From CAIS
Via Business Wire
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CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division
From CAIS
Via Business Wire
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CAIS Launches Alternative Investments Models Marketplace for Advisors Aiming To Scale With Model Portfolios
From CAIS
Via Business Wire
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CAIS Names Tim Shannon and Brad Walker as Co-Presidents
From CAIS
Via Business Wire
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CAIS Launches Enterprise Solution to Power Alternative Investments for TAMPs and Managed Account Platforms
From CAIS
Via Business Wire
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CAIS Announces 2025 Nationwide Event Lineup for Advisor Education
From CAIS
Via Business Wire
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J.P. Morgan Asset Management Partners with CAIS to Expand Advisor Access to Alternatives
From CAIS
Via Business Wire
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New CAIS and Mercer Survey Reveals Widespread Adoption of Alternative Investments Among Financial Advisors
From CAIS
Via Business Wire
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CAIS Unveils Enhanced Trade Solution to Streamline Investment Experience, Accelerating Advisor Adoption of Alternatives
From CAIS
Via Business Wire
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CAIS To Launch Customizable Model Portfolios, Multi-Manager Registered Solutions, and Portfolio Construction Tools for Advisors
From CAIS
Via Business Wire
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Serena Williams and Kevin Costner Take the Mainstage at Third Annual CAIS Summit
From CAIS
Via Business Wire
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CAIS Broadens Offerings from Leading Alternative Asset Managers
From CAIS
Via Business Wire
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Focus Financial Partners Expands Relationship with CAIS to Scale and Centralize Alternative Investment Offerings
From CAIS
Via Business Wire
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CAIS Appoints New Chief Technology Officer to Drive Unified Operating System for Alternative Investments
From CAIS
Via Business Wire
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CAIS Platform Sees Rising Advisor Demand for Structured Notes
From CAIS
Via Business Wire
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CAIS Hosts Third Annual Alternative Investment Summit for Independent Advisors
From CAIS
Via Business Wire
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CAIS Expands Marketplace Offerings with Blackstone’s Alternative Investment Strategies
From CAIS
Via Business Wire
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CAPTRUST Selects CAIS to Centralize and Streamline All Alternative Investments
From CAIS
Via Business Wire
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Baird Selects CAIS to Centralize All Alternative Investments onto One Platform
From CAIS
Via Business Wire
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