Latest Added-Value Service Provides Wealth Advisors Greater Transparency of Underlying Fund Positions
CAIS, the leading independent exchange for in-demand financial products servicing the global wealth management industry, has expanded its robust suite of advisor tools to include MSCI’s RiskMetrics HedgePlatform, an investment decision support tool providing hedge fund transparency and risk analysis. The addition of RiskMetrics HedgePlatform will allow CAIS Member Firms to better analyze, monitor and manage their alternative investments through access to in-depth reports based directly on the individual positions at the underlying funds.
The addition of RiskMetrics HedgePlatform coupled with CAIS’s longstanding due diligence partnership with Mercer, provides an institutional solution previously not available to the broader wealth management industry. Through manager transparency and risk reports, CAIS offers Members an increased ability to conduct rigorous manager monitoring, robust portfolio construction and proper risk management.
“RiskMetrics HedgePlatform is a meaningful addition to our growing suite of no-fee advisor tools as it provides us with an unprecedented level of transparency on funds that list on CAIS,” said Rafay Farooqui, Co-Founder and President of CAIS. “For advisors that manage assets holistically, there is a need to understand the underlying exposure of third-party funds within a larger wealth portfolio. With the addition of RiskMetrics HedgePlatform, CAIS continues to offer Members a true competitive advantage.”
“We are very pleased to be working with CAIS to provide them with the tools they need for their hedge fund investment and risk management processes,” added Roveen Bhansali, Managing Director and Head of the Risk Management Analytics Business at MSCI. “We look forward to a long and successful relationship with CAIS.”
CAIS seeks to leverage the aggregate strength of the platform to offer access to institutional-quality products and tools, empowering CAIS Member Firms to compete for clients and assets.
CAIS is the leading alternative investment platform for independent financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial 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/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source.
As an extension of the platform, CAIS also delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help financial 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. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which make investing in alternatives simpler.
Founded in 2009, CAIS, a fintech leader, is empowering over 32,000 unique advisors firms/teams who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume as the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, San Francisco and London. For more information about CAIS, please visit www.caisgroup.com.
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