CAIS Partners with Solactive to Launch First-of-Its-Kind Private Credit BDC Index

Driven by increased advisor interest in alternatives, CAIS Advisors and Solactive have announced the first of a planned series of indices, providing a transparent, standardized benchmark for private markets

NEW YORK, NY – August 7, 2025 – CAIS, the leading alternative investment platform for financial advisors, today announced the launch of the Solactive CAIS Private Credit BDC Index (“CAISCRED” or “the Index”). CAISCRED, which is available through CAIS’ registered investment advisor, CAIS Advisors LLC (“CAIS Advisors”), in partnership with Solactive, a global leading index provider, is a first-of-its-kind index designed to provide a transparent, rules-based benchmark for private credit exposure via the universe of perpetual non-traded BDCs.

The launch of CAISCRED marks the beginning of a broader Index Series, which seeks to deliver standardized, transparent benchmarks for private market allocations. As the first index in the series, advisors can use CAISCRED to benchmark private credit BDC performance, and ongoing monitoring of private credit exposure through the universe of perpetual non-traded BDCs.  

“Advisor demand for registered products continues to grow, but until now, advisors have often relied on fragmented benchmarking and data analytics when analyzing private market allocations,” said Neil Blundell, Chief Investment Officer at CAIS Advisors. “We partnered with Solactive, a leading index provider and recognized innovator, because of our shared vision for solving this gap in the market. This index series seeks to deliver transparent, reliable benchmarks that allow advisors to better evaluate, track, and compare private market allocations.” 

CAISCRED is independently calculated by Solactive applying a rules-based index calculation methodology. The Index is rebalanced quarterly to measure the net performance of 40 perpetual non-traded BDCs, representing $130 billion in private credit net assets and 8,000+ underlying loans. 

“CAISCRED sets a new standard for how private credit exposure is measured,” said Steffen Scheuble, CEO of Solactive. “By combining Solactive’s experience in index construction with CAIS Advisors’ deep understanding of private markets, we’re delivering a benchmark that advisors can fully utilize. This is just the first step in a broader series of indices designed to bring greater transparency and precision to private market investing.” 

“We’re proud to be included in this private credit index designed to give independent advisors the same kind of transparent, consistent benchmarks they’ve long relied on in public markets,” said Sean Connor, CEO & President of Global Private Wealth at Blue Owl. “This is a meaningful step forward for the entire wealth management community.”

To learn more about CAISCRED, please access this fact sheet.

CAIS Advisors will be participating at the 2025 CAIS Alternative Investment Summit, the marquee gathering of independent advisors and alts managers in Beverly Hills October 13-16, 2025. For more information on CAIS events and to learn how to register to attend, please visit www.caisgroup.com/events. 

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