CAIS Integrates MSCI’s RiskMetrics HedgePlatform
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 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 credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.
All funds listed on CAIS 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 Fidelity, Schwab and Pershing, making investing in alternatives simple.
Founded in 2009, CAIS, a fintech leader, is empowering wealth management by leveling the playing field for financial advisors everywhere.
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For more information about investment opportunities available on the CAIS Platform, contact a CAIS representative.