CAIS Marketplace

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Be part of a new era of access

CAIS connects independent financial advisors with a curated selection of alternative investments and structured notes. Through the CAIS Marketplace, you can provide advisors in your network with direct access to our turnkey menu, which includes a broad selection of alternative investments and structured notes—many with lower investment minimums or accreditation thresholds.

A breadth of alternatives for your network

Asset Managers

Connect your advisors to a selection of globally recognized alternative asset managers.

Bank Issuers

Provide access to structured notes issued by a diversified selection of recognized investment banks from around the world.

Asset Classes

Make available a wide-ranging suite of alternative strategies across hedge funds, private equity, private debt, real estate, and infrastructure.

Fund Structures

Deliver alternative strategies in a variety of structures such as interval funds, '40 Act funds, non-traded REITs, BDCs, and limited partnerships.

Accreditation Levels

Access to alternatives may be available across the spectrum of accreditation levels.

Your one stop for alternative investments and structured notes

The CAIS Marketplace provides access to alternatives via our menu of funds and structured notes.

Discover & filter strategies The fund menus on our CAIS Marketplace are designed to help advisors quickly find and research specific products. Filter based on asset class, manager, objective, accreditation level, and more, and then view key terms and resources for each product.

Leverage due diligence by Mercer Nearly all products in the CAIS Marketplace are rated and monitored by Mercer¹—a global leader in institutional investment and operational due diligence. With Mercer, advisors have a strong, independent resource.

Facilitate transactions more easily Reduce administrative hassles, and enable your advisors to save time with digitized subscription documents, AML/KYC smart logic, and CAIS DocuSign—available for all funds on the CAIS Marketplace.

Enjoy greater transparency & convenience Your industry partners—such as custodians and third-party reporting providers—are likely our partners too, and we’ve joined our technology to make managing portfolios and facilitating ongoing transfers, like capital calls and distributions, more convenient.

Rely on dedicated support Your advisors can connect directly with CAIS product specialists to learn more about alternative asset classes or explore the investment philosophies and track records of every manager available in the CAIS Marketplace.

See the Asset Managers Available on CAIS

Lead with learning

Equip advisors with the knowledge and confidence they can use to transact alternative investments with CAIS IQ, our integrated online learning experience. Through our Learn-to-Invest feature, you can also ensure that advisors complete relevant courses before they can view or transact certain products. Courses are available for most products and asset classes on the CAIS Marketplace.