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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.

Thought Leadership

81 posts

Featured

Evaluating Autocallable ETFs: Considerations for Financial Advisors

CAIS and Schroders explore perspectives on structure, implementation, and portfolio role of Autocallable ETFs.

ETFs

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Article

The Qualified Opportunity Zone Reset: What Changes as the Program Enters Its Next Chapter

September 4, 2026

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Article

The Other HALO Trade: How the Rotation Into Hard Assets Is Playing Out in Private Markets

July 2, 2026

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Whitepaper

Designed for the Long Term: Illiquidity in Private Equity

June 22, 2026

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Whitepaper

Structured Investments in 2026: Trends, Structures, and Portfolio Applications

April 17, 2026

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Whitepaper

Model Portfolios for Alternatives: Combining Client Objectives With Standardized Efficiency

February 5, 2026

Article

Upper-Middle-Market Private Equity: Execution and Expansion in a Balanced Market

December 16, 2025

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Article

Lower-Middle-Market Private Equity: Where Professionalization Meets Growth Potential

December 16, 2025

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Article

Large-Cap Private Equity: A Shift Toward Selectivity and Scale

October 31, 2025

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Article

What’s Behind the Continued Growth in Private Markets Secondaries?

October 30, 2025

Article

Beyond Buyout: Exploring the Spectrum of Private Equity Diversification

September 4, 2025

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Whitepaper

Pursuing Income Stability: Direct Lending in Uncertain Environments

August 25, 2025

Industry Perspectives

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Article

Evaluating Options for Income Diversification in Private Debt

June 25, 2025

Private Debt

Whitepaper

2025 CAIS Alternative Asset Manager Survey Report

June 13, 2025

Industry Perspectives

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Whitepaper

The Perpetual Balancing Act: Aligning Investment Strategy With Liquidity

April 7, 2025

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Whitepaper

The Impact of Valuations on Asset Class Performance

January 9, 2025

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Article

The Impact of Valuations on Asset Class Performance

January 9, 2025

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Article

2025 Report: The State of Alternative Investments in Wealth Management

December 9, 2024

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Article

Pacing Commitments Across Private Equity Vintages

December 3, 2024

Article

An Opportunity To Be Opportunistic in Private Real Estate?

July 26, 2024

Article

Investing in Alternatives Across Macroeconomic Regimes

June 28, 2024

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Article

QOZs, Tax Incentives, and Potential Tailwinds

May 28, 2024

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Article

Navigating Through Turbulence: A Deep Dive Into the Private Equity Secondary Market

April 5, 2024

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Article

Investing in Private Real Estate: Strategy and Structure Considerations

February 26, 2024

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Article

Evaluating Potential Portfolio Implications of Hedge Fund Sizing and Sourcing

January 25, 2024