Private Equity
Your One Alts Platform for All Alternative Investments
Alternative Investments
Connecting Advisors to Private Markets
CAIS provides financial advisors with streamlined access to alternative investments, supporting the full journey from pre-trade evaluation to post-trade management . We connect advisors with a broad menu of private market strategies offered by leading third-party asset managers.
Through the CAIS platform, advisors can explore strategies across private debt, private equity, real estate, infrastructure, hedge funds, and more.
Why Advisors Seek Alternative Investments
Advisors turn to private market strategies to complement traditional portfolios. Potential objectives include:
Diversify Risk
Strategies that invest in differentiated assets or employ alternative methods may reduce total portfolio risk through lower volatility and/or lower correlation to existing portfolio allocations.
Enhance Returns
Private equity, private credit, and real assets may generate returns not typically available in public markets.
Supplement Income
Income-oriented strategies may offer alternative sources of yield to complement the income-generating components of existing portfolios.
Preserve Capital
Strategies may aim to provide smaller drawdowns during periods of market stress compared with traditional portfolio allocations, potentially offering principal protection and capital preservation.
Strategies Available on CAIS
Private Debt
Real Estate
Infrastructure
Hedge Funds
And More
Advisor Adoption of Alternatives Continues to Grow
Nine in 10 advisors surveyed already allocate to alternative investments—and 88% plan to increase allocations within the next two years.
Surveyed advisors now view access to alternative investments as a way to help clients meet long-term goals, overtaking practice differentiation as the top perceived benefit.
Source: 2026 CAIS–Mercer Alternative Investment Survey
Supporting Advisors Across the Alternative Investment Life Cycle
CAIS provides advisors access to a curated menu of alternative investment strategies from global third-party asset managers, supported by platform capabilities designed to support each stage of the alternative investment life cycle. Together, these capabilities help advisors move from evaluation to implementation, connecting them with a broad range of alternative investment managers available on CAIS.
Learn With CAIS IQ: Access concise, on-demand educational content designed to support advisor understanding of private markets, strategies, and structures.
Evaluate Funds in the CAIS Marketplace: Discover alternative investment strategies and review available product information, including fund details and third-party due diligence materials.
Analyze With CAIS Compass: Model potential allocations and assess historical portfolio impacts.
Access To Model Portfolio: Reference model frameworks
Dive Deeper Into Alternative Investments
Build your foundation in alternatives with our insights on private equity, private debt, real estate, and more.
