CAIS Expands Alts Platform Execution Capability to Interval Funds
Alternative investment platform CAIS has launched a new execution capability for ticker-traded alternative investment funds, i.e., interval funds. The feature enables advisers to facilitate the execution of both ticker-traded interval funds and subscription-based funds on the CAIS platform, providing advisers with a unified pre-trade, trade, and post-trade experience for all their alternatives.
Ticker-traded interval funds represent an opportunity for advisers to gain broader access to alternative investments, according to the company. However, the unique workflow challenges of ticker-traded alternative investment funds – liquidity management, redemption windows, and complex operational nuances – require infrastructure built specifically to manage alternative investment workflows.
CAIS said its new capability reduces operational complexity, empowering advisers to trade and manage their entire alternatives portfolio in one place.
“This launch reflects our continued commitment to delivering the technology advisers need to efficiently manage all their alternatives on one platform,” said Kan Kotecha, chief technology officer at CAIS. “Being able to allocate to ticker-traded interval funds alongside subscription-based alternative investments enables advisers to provide expanded services for their clients.”
The update also enables single-click model allocations on the CAIS Models Marketplace across all structure types, including private funds, registered funds, and ticker-traded products. Advisers can now implement diversified alternative portfolios at scale, driving greater efficiency and enhancing client conversations.
CAIS continues to expand its offering of interval funds. The newly integrated ticker-traded functionality sits alongside CAIS’ automated subscription workflows and reporting tools, ensuring that advisers, home offices, and their clients have a consistent experience across both semi-liquid and private alts.
“Being able to access and transact across alts in one place, regardless of structure or strategy, is incredibly valuable in enabling us to scale our allocations across clients,” said Alexis Miller, director of investment research, Bleakley Financial Group LLC. “CAIS’ new functionality streamlines our workflow, enabling us to focus on portfolio construction and client outcomes.”
The CAIS Models Marketplace is also fully integrated with CAIS Compass, the firm’s portfolio construction tool that enables advisers to analyze how alternative investments may impact portfolio characteristics such as risk, return, and correlation.
Founded in 2009, CAIS serves more than 50,000 independent financial advisers who oversee more than $6.5 trillion in client assets. The company provides access to hedge funds, private equity, private debt, real estate, digital assets, and structured notes through its platform, with offices in New York, Los Angeles, Austin, and London.
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