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Portfolio Construction Tool

Tools for Your Advisors

Gain Insights With CAIS Compass

Our portfolio construction tool, CAIS Compass1, is designed to help your advisors quantify the potential historical impact of alternative asset classes on their client portfolios, as they consider allocating to alternative investments. At their discretion, they can also leverage the CAIS platform trade experience—integrated directly into the tool.

A Resource for Building Portfolios With Alternatives

Maintain Your Control

CAIS Compass offers flexibility, allowing advisors or home offices to customize many aspects of their portfolios including asset class indices, capital market assumptions, risk profiles, asset class constraints, liquidity requirements, and more.

Align Your Terms and Permissions

Through integrated terms, conditions, and permissions management built into CAIS Compass, you can help advisors comply with your firm's guidelines. Note that the tool does not provide investment advice.

Grow With Your Advisors

Because it is integrated into the CAIS platform, CAIS Compass is built to accommodate your firm’s ongoing growth and evolution—with features that can help home office professionals curate their advisor experience.