CAIS’ ‘Custom Funds’ Provides Advisors with Improved Operational and Investment Efficiency

CAIS, the leading alternative investment platform for independent financial advisors, continues to see an increase in demand for customized white label funds among independent broker-dealers (IBDs) and registered investment advisors (RIAs) seeking alternative asset allocations on behalf of their clients.

CAIS’ white label fund solutions–Custom Funds–allows financial advisors to outsource fund formation and operations management to the CAIS Platform, making these processes more time-efficient and cost-effective. In doing so, firms can leverage the full breadth and scale of CAIS’ technology and operational infrastructure, while maintaining full investment decision-making autonomy.

“CAIS continues to be a leader in white label fund creation and the partner of choice for advisors looking for flexible solutions that help them deploy capital into alternative assets more easily,” said Colin Lucas, Director of Custom Funds at CAIS. “Between our experience in this space and ability to integrate with third-party tech platforms, we anticipate that Custom Funds will represent a multi-billion-dollar market opportunity.”

A recent CAIS-Mercer survey found that advisors cited high levels of administration (51%) as one of the greatest challenges to adopting alternatives in their portfolios. CAIS’ Custom Funds offering improves operational efficiency through features like electronic subscription documents, automated post-trade reporting, and deep data integrations. The firm recently expanded its partnership with Colony Group, a leading advisory firm that oversees $19 billion in client assets, to build a customized multi-manager private equity fund for their advisors and end-clients.

“When creating our first custom private equity vehicle, we were intent on working with a partner that could deliver at scale, had deep expertise structuring private funds, and had a proven track-record of empowering the private wealth channel,” said Jonathan Lee, Director of Private Strategies, The Colony Group. “With our experience using CAIS’ technology successfully for over a decade, we had confidence that their custom funds model would help us deliver a smoother and more efficient private equity investing experience to our clients.”

CAIS’ recently released Custom Funds whitepaper explores the different ways that advisors can customize their firm’s offerings on the CAIS Platform. This includes multi-manager vehicles for a diverse mix of funds across managers, strategies and vintages that seek to fit clients’ portfolio needs, as well as scalable single-manager feeder vehicles that can reduce trading and operational costs.

To learn more about CAIS’ Custom Fund offering, please email info@caisgroup.com.

About CAIS

CAIS is the leading alternative investment platform for independent financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source.

As an extension of the platform, CAIS also delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help financial advisors deepen their knowledge and increase their confidence in alternative investment strategies.

Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which make investing in alternatives simpler.

Founded in 2009, CAIS, a fintech leader, is empowering over 8,300 unique advisor teams who oversee more than $3 trillion in network assets. Since its inception, CAIS has facilitated over $21 billion in transaction volume as the first marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, San Francisco, and London. For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRA, SIPC.

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