CAIS, a platform for alternative investments targeting financial advisors, has integrated the initial series of investment models from BlackRock, Carlyle, Franklin Templeton, and KKR onto its Models Marketplace. This development enables advisors to implement single-click model allocations for both private and registered funds, encompassing subscription-based and ticker-traded products available on the CAIS platform.
The CAIS Models Marketplace, which launched earlier this year, aims to provide a centralized hub for alternative investment model portfolios. It offers wealth management firms a range of models and utilizes CAIS’s trade technology to streamline the investment process.
Neil Blundell, Chief Investment Officer at CAIS Advisors and Head of Investments at CAIS, stated that alternative investment models offer advisors a tool to deliver personalized portfolios while managing operational complexity and scaling allocations. He added that by packaging multiple alternative investment strategies into a single solution, advisors can prioritize client focus over manager selection.
The initial model portfolios now available on the platform include:
BlackRock: Three single-manager multi-asset model portfolios providing exposure to public and private markets across various risk profiles. These models include allocations to private equity and private credit alongside public equities and debt through select BlackRock investment vehicles.
Carlyle: Three single-manager multi-asset models designed to offer varying levels of asset class exposure for objectives such as return enhancement, supplemental income, and capital preservation. The models incorporate allocations to private equity and private credit through select Carlyle investment vehicles.
Franklin Templeton: One holistic multi-asset and multi-manager model delivering diverse private markets exposure. This includes allocations to private credit, real estate, infrastructure, private equity secondaries and co-investments, and asset-backed finance via investment vehicles offered by Alternatives by Franklin Templeton and selected strategic third-party partners.
KKR: Three proprietary, single-manager multi-asset models developed to diversify beyond traditional 60/40 stock and bond portfolios. These models aim to achieve primary objectives such as generating income, preserving capital, and boosting returns. They provide exposure to private equity, private credit, private real estate, and private infrastructure through select KKR investment vehicles.
This expansion of models on the platform occurs as advisor demand for alternative investments accelerates and asset managers increase their focus on the private wealth channel. A recent CAIS survey indicates that 77% of advisors would use or consider model portfolios to streamline allocations, with 47% identifying model portfolios as a top resource for portfolio construction.
In addition to these asset manager models, the CAIS Models Marketplace also features wealth firm model portfolios and plans to offer models developed by CAIS Advisors. Representatives from BlackRock, Carlyle, Franklin Templeton, and KKR are scheduled to participate in the 2025 CAIS Alternative Investment Summit, an event for independent advisors and alternative asset managers, taking place in Beverly Hills from October 13-16, 2025.
CAIS, established in 2009 and headquartered in New York City with offices in London, Austin, and Red Bank, operates an alternative investment platform for independent financial advisors. The platform manages the pre-trade, trade, and post-trade lifecycle for alternative investments, serving over 2,000 wealth management firms and more than 50,000 financial advisors overseeing approximately $6.5 trillion in client assets. CAIS Capital LLC, a member of FINRA and SIPC, offers securities through the platform.
