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:
“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.
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