Fund Structures
Model Portfolios
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Help Your Advisors Address Complexity in Alts
Design model portfolios to help the financial advisors in your network address the complexities of incorporating alternatives in client portfolios. By combining multiple strategies across alternative asset classes into a single, objectives-oriented portfolio, model portfolios can streamline how advisors allocate to private markets and hedge fund strategies.
Built With Wealth Management in Mind
Minimum Investments
Tax Reporting
Accreditation Levels
Asset Classes
Risk-Return Profiles
Deliver a More Scalable Trade Experience
Model portfolios can be a step into the end-to-end alternative investment trade experience on the CAIS platform. Whether an advisor wants to allocate to many products within one account or many accounts into one product, they can do it on our platform.
Introducing Model Portfolios
Work With CAIS Advisors To Customize Your Own Portfolios
CAIS Advisors can work with firms to tailor models to their clients’ specific objectives, based on their team’s own capital market assumptions as well as their preferred risk-return profiles, accreditation levels, fund structures, and more.
Bring Strategic Asset Allocation and Manager Selection Together
Advisors can access Model Portfolios by CAIS Advisors via the CAIS platform. Each model incorporates strategic asset allocation—in line with investment considerations common among financial advisors—and a selection of alternative asset managers and strategies is available on the CAIS Marketplace.
Ongoing Monitoring by CAIS Advisors
The CAIS Advisors team, with decades of collective experience in fund selection and portfolio construction, designs and monitors each model. The team also produces commentary on each model, which is available for advisors on the CAIS platform
Featured insights
Gain market insights and improve your alternative investment knowledge through articles, videos, and other educational resources from the CAIS team.
