New York City-based CAIS, an alternative investment platform for independent financial advisors, announced the launch of new model portfolios developed by BlackRock, Carlyle, Franklin Templeton and KKR onto the CAIS Models Marketplace.
The newly added investment models provide financial advisors with access to diversified alternative asset portfolios.
BlackRock and Carlyle each offer three single-manager portfolios on the CAIS platform that blend private equity and credit with public market exposure, tailored to various risk profiles and investment goals.
Franklin Templeton contributes a multi-manager model with allocations across private credit, real estate, infrastructure, private equity secondaries and asset-backed finance to the platform. KKR adds three proprietary models designed to generate income, preserve capital and boost returns through exposure to private equity, credit, real estate and infrastructure.
“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.”
In March, CAIS introduced the CAIS Models Marketplace. CAIS currently serves more than 2,000 wealth management firms, supporting over 50,000 financial advisors managing approximately $6.5 trillion in client assets.
Michael Madden, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at michael.madden@wealthsolutionsreport.com.
