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"Designing, implementing, and managing portfolios that include alternatives has historically been a time-intensive and complex process," said Neil Blundell, CIO at CAIS Advisors and Head of Investments at CAIS. "We are thrilled to enhance our platform capabilities to help with these challenges and provide financial advisors another pathway to integrate alternatives with a suite of alternative investment model portfolios."

CAIS Models Marketplace will offer three multi-asset and multi-manager model portfolio configurations, enabling advisors to allocate seamlessly through CAIS' trade technology:

• Wealth Firm Model Portfolios - Investment models developed by wealth management firms and tailored to their end-clients' unique portfolio composition needs and investment goals.
• Asset Manager Model Portfolios - Investment models developed by alternative asset managers, providing an additional way to access their funds. CAIS will initially onboard single-manager, multi-asset model portfolios from Ares Management, BlackRock, Blue Owl, Carlyle, Franklin Templeton, and KKR, with plans to expand the Models Marketplace over time by adding more managers.
• CAIS Advisors Models - A suite of multi-asset, multi-manager model portfolios developed by CAIS Advisors LLC, featuring alternative investment products available on the CAIS Marketplace. Launching in Q2 2025, these models will leverage CAIS' proprietary model technology, built to deliver efficiency and flexibility when financial advisors make personalized investment decisions.

The Models Marketplace is integrated with CAIS Compass, a portfolio construction tool that offers CAIS platform users the ability to analyze how alternative investments would affect certain portfolio characteristics. Using CAIS Compass, platform users can review model portfolio target asset class weights to analyze risk and return before making an investment decision. CAIS Compass also includes the option of an AI-driven summary in an accessible format.

The 2025 CAIS and Mercer Survey found that 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. The survey collected responses from 550 financial advisors in September and October 2024.

Press release.

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