One of the most significant trends across the CAIS platform in 2020 has been the surge of allocations to structured solutions. Structured solutions (commonly known as structured notes or structured products) are market-linked investments that may be tailored to meet an investor’s goals, risk tolerance, and market views. Like other alternative investments, structured solutions are generally outcome-driven and seek to help advisors supplement income, diversify risk, and enhance returns in their client portfolios.
Adoption of structured solutions across the CAIS platform has seen dramatic growth in 2020:
Active advisors on the platform grew by 55%
First time allocators to structured notes increased by 94%
Platform volume grew by 51%
The number of customized transactions increased by 103%
“CAIS has been a true partner to us in our structured notes business. Their open architecture platform helps drive transparency, diversification, and better outcomes for our clients,” said Dean Zayed, CEO of Brookstone Capital Management. “They have helped us deliver a set of portfolio solutions tailored specifically to meet our needs, while also helping us scale our business by simplifying the overall end-to-end investment process.”
The CAIS Structured Solutions (CSS) mission is to empower financial advisors with insight that can provide sophisticated, well-informed, and actionable solutions custom tailored to meet their clients’ needs. CSS advocates on behalf of the financial advisor community to level the playing field – empowering independence – and their capability to compete with entrenched industry leaders. We work directly with major banks and custodians to create a seamless, efficient investment process for financial advisors to deploy structured solutions in their business at scale.
CAIS is focused on partnering with advisors every step of the way, allowing advisors to do what they do best, grow and protect client wealth.
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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