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Alternative Investment Models

Model Portfolios

Available to financial professionals through the CAIS platform and intended to provide financial professionals with an educational resource.

Model Portfolio Suite and Model Development Services

Streamlined Alternative Investment Allocation

CAIS Advisors anticipates the launch of a suite of model portfolios available on the CAIS platform1. The CAIS Advisors Model Portfolio suite incorporates strategies across major alternative asset classes and solutions.

Private Market Model Portfolios

CAIS Advisors develops model portfolio frameworks intended to provide structured approaches for incorporating private market strategies into broader investment programs. These models are constructed using defined selection criteria, disciplined allocation methods, and institutional research.

Key Features

Institutional Research and Insights

Draw on analysis and due diligence processes typically applied in large-scale portfolio construction.

Structured Frameworks

Designed to be adapted to different portfolio objectives and investment policies.

Multi-Manager Scope

Incorporate strategies across asset classes from established investment managers.