Rules Based Benchmarking
Brings discipline and visibility to private credit allocations
Private Market Benchmarks, Redefined
Tracking Private Market Performance
Registered funds are gaining traction for firms looking to allocate to private markets, with lower investment minimums and easier tax reporting driving adoption. Yet, unlike public markets, where benchmarks have long offered visibility and comparability, private markets have lacked standardized tools to measure performance.
Solactive CAIS Private Credit BDC Index
Introducing
Developed by CAIS Advisors in collaboration with Solactive, a global leader in index construction, the BDC Index is grounded in institutional methodology and powered by private market experience. It aims to provide consistent, data-driven insight into the performance and structure of perpetual non-traded BDC exposures, helping advisors track performance, evaluate risk, and have more informed client conversations.
Meeting the Growing Demand for Registered Fund Insights
With over $420 billion in registered fund assets now available across the market, financial professionals are seeking new ways to evaluate these products.1 CAIS Advisors, in partnership with Solactive, is developing indices designed to bring greater clarity and comparability to private markets.
Our first benchmark, the CAIS Private Credit BDC Index (CAISCRED), is purpose-built to help track the performance of business development companies—addressing a critical gap and supporting more informed portfolio construction decisions.
Purpose Built
Reflects the growing use of business development companies (BDCs) within registered and semi-liquid structures
Institutional Methodology
Leverages Solactive’s expertise in index construction
Advisor Utility
Supports portfolio monitoring and performance evaluation
Built in Partnership With Solactive
Solactive is a leading provider of indexing, benchmarking, and calculation solutions for the global investment and trading community. With more than 30,000 indices calculated daily, Solactive offers a full suite of solutions, including market-leading ESG and thematic indices.
