Featured
When Might “Golden Vintages” Appear in Private Markets?
We analyze vintage-year performance across private markets strategies to assess the potential importance of entry points and diversification amid recession.
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We analyze vintage-year performance across private markets strategies to assess the potential importance of entry points and diversification amid recession.
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Is it time to modernize the 60/40 portfolio?
We explore potential lessons about the 60/40 portfolio and discuss how expanded access to alternatives may support advisors’ strategic asset allocations.
Advisor InsightsAlternative Investments
Article
Private Real Estate Market Update: Valuations in Transition
We assess the recent sell-off in private real estate and the potential catalysts that may drive the sector out of gridlock into a lower valuation equilibrium.
Alternative InvestmentsPrivate MarketsAdvisor Insights
Article
Shifting Tradeoffs in Direct Lending
We explore how certain factors related to direct lending and other credit strategies may play out in today’s challenging market environment.
Advisor InsightsAlternative Investments
Article
Performance Dispersion in Alternative Asset Classes
We analyze performance dispersion within alternative asset classes and through various market environments to better understand the role of manager selection.
Alternative InvestmentsAdvisor Insights
Article
Revisiting the Potential Role of Hedge Funds in Changing Environments
We assess the tradeoff between hedge funds’ potential downside protection in volatile or changing monetary periods and their lesser returns in stable periods.
Hedge FundsAdvisor Insights
Article
The Credit Cycle: Considering the Opportunity Set
We analyze credit cycle indicators and broadly examine potential opportunities in the credit market as the cycle progresses.
Advisor InsightsAlternative Investments
Article
The Credit Cycle: Potential Depth and Duration of a Downturn
We analyze where we might be in the credit cycle and the potential implications of the end of the easy money era.
Alternative InvestmentsAdvisor Insights
Article
Secondary Opportunities May Expand in the Wake of Market Turmoil
Thanks in part to recent instability in public markets, individual investors with capital to spare may also benefit from this evolving asset class.
Alternative InvestmentsAdvisor InsightsPrivate Markets
Article
The Evolution of the Private Equity Secondary Market
The secondaries market has grown as investors seek more certainty. Can the return drivers that precipitated the growth of the secondaries market persist?
Alternative InvestmentsThought LeadershipAdvisor Insights
Article
The Importance of Entry Point for Private Equity Vintage Performance
We explore whether entry points in different market environments have had a meaningful impact on the ultimate performance of private equity fund vintages.
Alternative InvestmentsPrivate MarketsAdvisor InsightsStructured Solutions
Article
An Introduction to Private Equity Secondaries
Secondaries consist of private markets investments that transact in the secondary market. They have evolved into a diversified $130-billion-a-year market.
Alternative InvestmentsAdvisor Insights
Article
An Introduction To The World Of Structured Solutions
Structured notes are debt securities that feature an exposure to an underlying asset class, such as equities, currencies or commodities.
Structured SolutionsAlternative InvestmentsAdvisor Insights
Article
Alternative assets fall outside traditional equity and bonds. Alt investments almost tripled over the last decade and could grow to over $23.2 trillion by 2026.
Alternative InvestmentsHedge FundsPrivate Markets
Article
Hedge funds are private, actively managed, pooled investment vehicles. They reached $4.3 trillion in 2021 and could grow to over $5 trillion by 2026.
Alternative InvestmentsHedge Funds
Article
Private debt (or private credit) refers to loans that are privately negotiated between two parties as opposed to traditional syndicated loans or bonds issues.
Alternative InvestmentsPrivate Markets
Article
Private Equity is No Longer a Secret
Private equity is investing in a privately owned company rather than owning shares in a public company. It is the largest alternative asset class.
Alternative InvestmentsPrivate Markets
Article
Seeking to Invest in the Real Economy
Real assets are physical assets that include infrastructure and natural resources and can also include real estate.
Alternative InvestmentsPrivate Markets
Article
Real estate is tangible property consisting of land, buildings and related structures. Assets under management (AUM) grew to $1.3 trillion at the end of 2021.
Alternative InvestmentsPrivate Markets
Article
A New Era of Responsible Access
With greater access for independent financial advisors to access alternative investments comes responsibility to learn about potential risks and opportunities.
Advisor Insights
Article
Structured Solutions, Explained
Structured solutions are increasing in popularity due to rising inflation, but that doesn’t mean they’re for everyone.
Structured Solutions
Article
11 Tips To Improve Your Email List And Get The 'Right' People
Abby Salameh, Chief Marketing Officer and Head of CAIS IQ, contributed to the best way to create your email lists.
Video
Asset TV MASTERCLASS: Alternatives
Alternative Investments
Podcast
Between Now and Success Podcast with Steve Sanduski and Michael Bradley
Podcast
Between Now and Success Podcast with Steve Sanduski and David Copeland
Podcast
Between Now and Success Podcast with Steve Sanduski and Shannon Larson
Video
Video
Podcast
Between Now and Success | Ben Harrison, Foundation for Financial Planning
Video
Inside the V(ALT), with Abby Salameh. Blue Vault
Alternative Investments
Video
Abby Salameh at the Morningstar Investment Conference
Video
WealthManagement.com Fast Chat Interview with Marc Premselaar
Structured SolutionsPodcast
Video
Between Now and Success | Matt Brown
Podcast
Video
A Discussion With Reverence Capital Partners About Their Recent Investment …
Video
Focus Taps CAIS to Create Customized Alternative Investment Platform
Podcast
Article
Raising the Alts Game with Customized Access
Read how our collaboration with Focus brings the CAIS platform capabilities to even more advisors and their clients.
Video
Matt Brown & Jenny Johnson in Conversation
Video
Video
In Conversation: Cara Williams and Matt Brown
Video
Mercer's Involvement in the RIA Landscape
Video
Mercer & The Power of the Independent Advisor
Advisor Insights
Join the CAIS platform to access a menu of premier investment funds and products with independent due diligence provided by Mercer.