You Decide Your Starting Point
Start fresh to build a new portfolio or replicate an existing one. You can also answer some key questions to help you find a reference asset allocation that considers your investment objectives and constraints.
Portfolio Construction Tool
Tools for Financial Advisors
Gain Portfolio Insights With CAIS Compass
Our portfolio construction tool, CAIS Compass, can help you analyze the potential impact of alternative asset classes on portfolios—and then, at your discretion, implement the allocation you build using the CAIS platform trade experience.1
A Tool for Building Portfolios With Alternatives
Get Data-Driven Takeaways
CAIS Compass is a technology tool that provides a framework to let you explore the historical impact of alternative asset classes on an investment portfolio—enabling you to analyze and consider new portfolios.
Explore Your Options
Use the tool to navigate your own alternative path and find potential opportunities—as well as risks or exposures—in your portfolios. Through the tool, you can also sort through the menu of strategies available via the CAIS Marketplace.
Keep Your Control
CAIS Compass offers flexibility, allowing you to customize key aspects of your portfolios including asset class indices, capital market assumptions, risk profiles, asset class constraints, liquidity requirements, and more.
How Advisors Can Use CAIS Compass
Adjust Your Parameters
Customize your portfolio by assigning accounts, changing asset class and liquidity constraints], and adjusting the portfolio’s parameters.
Compare Your Portfolios
Compare and analyze your portfolios against a traditional risk profile benchmark or other portfolios you create. You can also update the capital market assumptions and benchmarks you use to drive your analysis.
Save and Export Your Work
Need to review your portfolios later? Save them to use again in CAIS Compass or export PDFs of your portfolio comparisons to reference offline.
Add Products
Happy with your alternative asset allocations? You may add strategies from the CAIS Marketplace to reach your target weights for each alternative asset class.
Complete Your Trades
Once you’ve selected alternative investments using CAIS Compass, you can start facilitating transactions directly through the CAIS platform trade experience.