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What We Offer
- CAIS
  - CAIS MarketplaceEnable your advisors to gain direct access to our turnkey alternatives menu that includes a broad selection of alternative investments.
  - CAIS Capital MarketsGain access to a team and platform that provides access to market-linked investment solutions and technology support throughout the entire lifecycle of a structured investment.
  - CAIS SolutionsCentralize all of your alternatives, including those purchased off the CAIS Marketplace, through our trade and post-trade SaaS technology.
  - CAIS Custom FundsBring your own ideas and leverage advanced technology and operational expertise to launch tailored single-manager or multi-manager funds.
- CAIS Tools
  - CAIS CompassOur portfolio construction tool is designed to help your advisors quantify the potential historical impact of alternative asset classes on their client portfolios.
  - Models MarketplaceDesign model portfolios to help the financial advisors in your network address the complexities of incorporating alternatives in client portfolios.
  - CAISeyCAISey, an AI-enabled interactive tool, helps financial advisors accelerate discovery, analysis, and comparison of alternative funds.
How We Partner
- How We Partner Home
- EducationBuild your confidence and alternative investing knowledge through CAIS IQ, our interactive learning experience built for financial advisors.
- IntegrationsEnsure you have, up-to-date data where you need it, thanks to direct connectivity with major custodians and reporting providers.
- TechnologyDiscover more about the technology that powers the CAIS platform and how it may help you transform your alternative investing experience.
Available on CAIS
- Solutions Providers
  - Asset ManagersLearn about the broad selection of alternative asset managers available on the CAIS platform.
  - Bank IssuersView our network of major bank issuers that provide access to structured notes.
- Investment Solutions
  - Alternative InvestmentsConnecting advisors with a broad menu of private market strategies offered by leading third-party asset managers.
  - Structured InvestmentsOffering structured investments designed around defined objectives.
  - ETFsProviding advisors with access to ETF product information and introductions to ETF managers.
Case Studies
Our Company
- Our Company Home
- EventsConnect with peers and learn about alternative investing at one of our exclusive events across the country.
- PressRead the latest press releases, see the awards CAIS has earned, and download our media kit.
- LeadershipGet to know the leaders shaping the growth of CAIS and the broader alternative investment industry.
- CareersLooking to join CAIS? View the latest job opportunities, learn about our work culture, and see the amazing perks we offer.
- Contact UsNot sure what you’re looking for? Reach out and we’ll connect you with someone on the CAIS team.
Insights
- Insights Home
- PodcastListen in as we dive into alternative investments from the perspective of industry experts, RIA executives, IBD executives, and alts asset managers.
- The State of Alternative Investments in Wealth ManagementOur annual survey investigates how financial advisors approach alternative investments in their portfolios.
- Thought LeadershipRead industry and market insights articles from CAIS.
- Intro to AltsLearn more about the basics of alternative investments and structured notes.

Introduction to Alternative Investments

30 posts

Featured

An Introduction to Exchange Funds

An overview of how holders of concentrated, appreciated stock may pursue diversification on a tax-deferred basis by contributing shares to a pooled fund.

Foundations

Thumbnail Image Intro to Alts - H+M Strategies

Article

An Introduction to Hedging and Monetization Strategies

August 20, 2026

Foundations

Thumbnail Image Hedge Funds

Article

An Introduction to Long/Short Equity Strategies

June 17, 2026

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Article

An Introduction to Dual Directional Notes

May 1, 2026

An Introduction to Tax-Advantaged Strategies - Thumbnail

Article

An Introduction to Tax-Advantaged Strategies

April 1, 2026

Intro to Alts - Auto Callable ETFs - Thumbnail

Article

An Introduction to Autocallable ETFs

March 5, 2026

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Article

An Introduction to Protection Notes and Market-Linked CDs

November 6, 2025

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Article

An Introduction to Contingent Yield Notes

October 7, 2025

Article

An Introduction to Investing in Sports

August 15, 2025

Article

An Introduction to Multi-Strategy Hedge Funds

July 30, 2025

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Article

An Introduction to Non-Traded REITs

July 24, 2025

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Article

An Introduction to Business Development Companies

July 23, 2025

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Article

An Introduction to Interval Funds

July 22, 2025

Article

An Introduction to Alternative Investments

July 18, 2025

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Article

An Introduction to Private Infrastructure

July 10, 2025

Foundations

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Article

An Introduction to Direct Lending

July 9, 2025

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Article

An Introduction to Real Assets

July 9, 2025

Article

An Introduction to Private Real Estate

June 20, 2025

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Article

An Introduction to GP Stakes

June 20, 2025

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Article

An Introduction to Private Equity Buyout

June 17, 2025

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Article

An Introduction to Venture Capital

June 17, 2025

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Article

An Introduction to Hedge Funds

June 12, 2025

Foundations

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Article

An Introduction to Growth Notes

June 4, 2025

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Article

An Introduction to Opportunistic Real Estate

May 9, 2025

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Article

An Introduction to Structured Notes

May 8, 2025