2025 CAIS Alternative Asset Manager Survey Report

Explore what 30 leading alternative asset management firms told us about product innovation, advisor engagement, and future growth in the independent wealth channel.

Independent wealth management has moved from the periphery to a strategic priority for alternative asset managers. In our inaugural 2025 CAIS Alternative Asset Manager Survey, we heard from 30 leading global and domestic alts firms, all with products available on the CAIS platform. 

What did we learn?  A shift is underway. From expanded sales teams to new product pipelines, managers are reshaping their approach to engage a new generation of financial advisors. 

Download the 2025 report to uncover: 

• Where managers anticipate advisor alts allocations may go by 2026 

• Which asset classes and structures are gaining traction 

• The biggest challenges and thematic opportunities in the evolving alts ecosystem 

• How firms are aligning distribution and education with advisor needs