CAIS Launches Structured Products Group to Meet Advisor Demand
CAIS, the leading global independent exchange for in-demand financial products, is pleased to announce that Goldman Sachs will make its structured products offering available through CAIS. This distribution agreement underscores CAIS’s commitment to provide registered investment advisors with improved access and execution to investment products.
According to the terms of the agreement, pre-qualified CAIS Member Firms will have access to the Goldman Sachs structured products capabilities. Advisors that use CAIS will benefit from the efficiency of a centralized calendar offering and automated indications of interest. Additionally, all CAIS Member Firms will have direct access to Goldman Sachs’ resources to create customized offerings.
“We are pleased to be partnering with CAIS, which has a strong reputation and relationships within the registered investment advisor community,” said Bill Shelton, a managing director within Goldman Sachs’ Private Investor Products Group in the Americas. “Their unparalleled technology-driven process and institutional framework delivers quality financial products to the fragmented wealth management industry, and will complement the products and capabilities we offer through the structured products group.”
Advisors are increasingly using structured products to efficiently access markets while customizing risk and return parameters, making this product line a natural addition to CAIS. As CAIS expands its product offering, the firm remains dedicated to providing improved access, information, and execution across all listed funds and products.
“Structured products are a natural extension of our existing offering of pre-qualified hedge funds, private equity funds and precious metals,” said Rafay Farooqui CAIS Co-Founder and President. “Our relationship with Goldman Sachs furthers CAIS’s commitment to collaborating with industry leading participants across all aspects of our business.”
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.
CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source
As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help advisors deepen their knowledge and increase their confidence in alternative investment strategies.
Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler.
Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.
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