CAIS adds investment models from leading alternative asset managers to its platform

With growing interest in model portfolios and investment models, platforms are enhancing their offerings for advisors with new options.

This week, CAIS has announced the onboarding of four major names in the alternative investment management space, to augment its CAIS Models Marketplace, which was launched earlier this year to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies.

Recent research from CAIS shows that 77% of advisors would use or consider model portfolios to streamline allocations, with nearly half (47%) citing model portfolios as a top resource for portfolio construction.

The four GP-led models developed by BlackRock, Carlyle, Franklin Templeton, and KKR, are the first to be added and include:

• BlackRock: Three single-manager multi-asset model portfolios, offering exposure to both public and private markets across risk profiles. The model portfolios 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, offering varying levels of asset class exposure, designed for investment objectives, including return enhancement, supplemental income, and capital preservation. Models will offer allocations to private equity and private credit through select Carlyle investment vehicles.
•  Franklin Templeton: One holistic multi-asset and multi-manager model offering diverse private markets exposure through allocations to private credit, real estate, infrastructure, private equity secondaries and co-investments, and asset-backed finance through investment vehicles offered by Alternatives by Franklin Templeton and select strategic third-party partners.
•  KKR: Three proprietary, single-manager multi-asset models designed to diversify beyond the traditional 60/40 stock and bond portfolio, seeking to achieve the following primary respective objectives: generating income, preserving capital, and boosting returns. The models will offer exposure to private equity, private credit, private real estate, and private infrastructure through select KKR investment vehicles.

“Alternative investment models give advisors a powerful tool to deliver more personalized portfolios, while helping to streamline operational complexity and scale allocations,” said Neil Blundell, Chief Investment Officer at CAIS Advisors and Head of Investments at CAIS. “By packaging multiple alternative investment strategies into a single, professionally designed solution, advisors can focus more on their clients and less on manager selection.”

READ MORE: Advisors want simple, flexible alternative investment products, but the market is lagging

Meanwhile, MyVest has partnered with InvestSuite to offer custom model portfolio construction and management at scale within MyVest’s SPS platform alongside a broad array of investment vehicles including mutual funds, ETFs, SMAs, and third-party models, to create fully personalized, multi-asset class strategies.

The system allows for seamless integration of home office models with custom-built models designed in InvestSuite’s platform, while MyVest’s implementation engine optimizes portfolios for tax efficiency, risk management, and alignment with client-specific preferences.

This partnership also simplifies the process for firms to develop custom models that incorporate direct indexing and tax management, making these solutions more accessible at scale.