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CAIS platform expands product menu to include PE

CAIS has expanded its menu of alternative investment funds and products to include private equity.

Partners Group, a globally recognised leader in private equity, has selected CAIS to help reach the US independent wealth management channel. Through CAIS, advisors will be able to access a global private equity portfolio that includes direct, secondary and primary private equity investments, diversified across multiple industries, geographic regions and vintage years.

The addition of private equity to the CAIS platform further signals the firm’s commitment to meeting the growing alternatives needs of its expanding global client base. CAIS has also recently expanded its menu of hedge funds and added a comprehensive precious metals offering allowing advisors the ability to purchase physical gold and other metals.   

"We are committed to building a robust offering and establishing CAIS as the premier platform for advisors seeking a comprehensive solution for alternative investing," says Rafay Farooqui, CAIS Co-Founder and President.   

In collaboration with Mercer Investment Consulting and State Street, CAIS has become the primary destination for top-tier alternative funds and products that seek efficient distribution to the fragmented wealth advisor community. 

"We explored a wide range of options to achieve our goal of efficiently reaching the independent wealth advisor channel," says Brooks Lindberg (pictured), Partner of Partners Group. "We chose CAIS because of the overall strength of their platform and the firm’s reputation for delivering an institutional-quality solution."  

 

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