Latest news with #CAIS
South China Morning Post
09-07-2025
- General
- South China Morning Post
CAIS Celebrates Outstanding 2025 IB Results: Two Students Achieve Perfect Scores
[The content of this article has been produced by our advertising partner.] Departing Head of School, Richard Vanderpyl remarks, 'The IB Diploma Programme at CAIS, now in its third year, has already proven to be a strong and successful academic pathway. Achieving two perfect scores so early in the programme's history highlights its strength and the dedication of both students and faculty.' He congratulates CAIS students Tinkie and Ian, saying, 'These two outstanding students have not only excelled academically but have also made significant contributions to the school and wider community through their active participation in various extracurricular and service initiatives.' Tinkie Chan delivers her IB Valedictorian speech at the CAIS Class of 2025 Graduation Ceremony As the school's Class of 2025 IB Valedictorian, Tinkie expresses gratitude to teachers in her graduation speech, 'Even though it wasn't all smooth sailing in the IB, our cohort has been blessed with truly exceptional teachers who helped us not only to thrive to survive, but to thrive amid the rigours of the IB Programme—so from the bottom of our hearts, thank you teachers for pushing us to reach our full potential and for leading each and every one of us to the finish line.'With their outstanding academic results and graduate profiles, CAIS students have gained recognition from universities worldwide. This year's graduates have received offers from distinguished institutions including the University of Toronto, McGill University, The University of British Columbia, King's College London, University of Bristol, University of California San Diego, The University of Hong Kong, and The Chinese University of Hong Kong, among others. Acting Head of School, Daniel Schick, says, 'We are extremely proud of all of our graduates, and delighted to see our strongest academic results ever this year. Our students are to be highly commended for their exemplary diligence and excellence, not only in their academic achievement but also in their wider contributions to our school.' He adds, 'They represent both the CAIS graduate profile as well as the IB learner profile through their relentless pursuit of knowledge and growth, balanced with values such as compassion and service to the community." Tinkie has been accepted to top universities in Hong Kong to pursue a Bachelor of Medicine and Bachelor of Surgery. She says, 'I would like to specialize in neurosurgery in the future but as a medical student I'm still excited to explore different specialties and broaden my horizon before making a final decision.' She is aware that surgery is a difficult and arduous specialty to get in but aspires to achieve her goal. Meanwhile, Ian also shared his future plans, saying, 'I'm considering the options of studying in Hong Kong or Australia for my university of choice; currently I'm still waiting on offers from admissions interviews, but I'm leaning towards staying in Hong Kong to pursue medicine.' Established in 2017 at its current site at Butterfly Valley, CAIS is uniquely positioned as it offers three education pathways for students, including the Alberta (Canada) curriculum, IB Diploma Programme, and Advanced Placement courses. Together, these options provide a robust and diverse range of opportunities to meet the needs of students.
Yahoo
26-06-2025
- Business
- Yahoo
CAIS Adds First Models from BlackRock, Carlyle, KKR and Franklin Templeton
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Alternative investment platform CAIS unveiled the first investment models to be added to its recently launched CAIS Models Marketplace. The new line-up includes multi-asset model portfolios, three each from BlackRock, Carlyle and KKR, and one multi-asset, multi-manager model from Franklin Templeton. The announcement comes amid a boom in model portfolio adoption across the RIA universe. As financial advisors increasingly look for model portfolios with private market exposure, both asset managers and various investment platforms are rushing to meet the demand. For example, last week, wealth management platform Envestnet revealed it was adding models with private market exposure options from Fidelity, BlackRock, Franklin Templeton and State Street Global Advisors. Last year, alternative investment platform iCapital launched its first model portfolio, with access to private equity, private credit and real assets. BlackRock's models will combine exposure to public and private markets with allocations to public equities, public debt, private equity and private credit through select BlackRock investment vehicles. The assets in the model will run across the risk spectrum. Carlyle's models will target private equity and private credit, focusing on enhanced returns, supplemental income and capital preservation. KKR's models will allocate to private equity, private credit, private real estate and private infrastructure. They will also focus on generating income, enhanced returns and capital preservation. Franklin Templeton's model will invest in private markets, including private credit, private real estate, infrastructure, secondaries, co-investments and asset-backed finance. These investment options will be accessed through Alternatives by Franklin Templeton and select third-party partners. '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, in a statement. 'By packaging multiple alternative investment strategies into a single, professionally designed solution, advisors can focus more on their clients and less on manager selection.' Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
11-06-2025
- Business
- Business Wire
CAIS Expands Platform Execution Capabilities for Ticker-Traded Alternative Investment Funds
NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of its new execution capability for ticker-traded alternative investment funds. This enhanced feature enables advisors to facilitate the execution of both ticker-traded interval funds and subscription-based funds on the CAIS platform, providing advisors with a unified experience for all their alternatives. Ticker-traded interval funds represent an opportunity for advisors to gain broader access to alternative investments. However, execution and ongoing oversight of these products continue to pose unique challenges for some advisors versus traditional ETFs and mutual funds. The unique workflow challenges of ticker-traded alternative investment funds can include liquidity management, redemption windows, and complex operational nuances, and require infrastructure built specifically to manage alternative investment workflows. Advisors can now facilitate the execution of ticker-traded interval funds through the CAIS platform alongside their subscription-based alternative investment funds, reducing operational complexity and empowering advisors to trade and manage their entire alternatives portfolio in one place. This capability also enables single-click model allocations on the CAIS Model Marketplace across all structure types, including private funds, registered funds, and ticker-traded products. Advisors can now implement diversified alternative portfolios at scale, driving greater efficiency and enhancing client conversations. 'This launch reflects our continued commitment to delivering the technology advisors need to efficiently manage all their alternatives on one platform,' said Kan Kotecha, Chief Technology Officer, CAIS. 'Being able to allocate to ticker-traded interval funds alongside subscription-based alternative investments enables advisors to provide expanded services for their clients." The CAIS Marketplace 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 advisors, 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.' To learn more about how CAIS supports the end-to-end alternative investment experience, visit: This functionality will be featured in the Tech Lab at the CAIS Alternative Investment Summit, the marquee gathering of independent advisors and alts managers in Beverly Hills October 13-16, 2025. For more information on CAIS events and to learn how to register to attend, please visit About CAIS CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments and capital market strategies providing financial advisors and alternative asset managers with a single operating system for scale and efficiency. CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6.5 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin, TX; London; and Red Bank, NJ. CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others. For more information about CAIS, please visit The information contained herein is provided for informational and discussion purposes only. Bleakley does not represent this third-party information as its own. The information as set forth herein should not be construed or interpreted as Bleakley Financial Group, LLC's ('Bleakley') guarantee of any particular investment outcome or a guarantee of future investment returns or results. Investment advisory and financial planning services offered through Bleakley Financial Group LLC, an SEC registered investment adviser.
Associated Press
24-03-2025
- Business
- Associated Press
CAIS Launches Alternative Investments Models Marketplace for Advisors Aiming To Scale With Model Portfolios
CAIS, the leading alternative investment platform for financial advisors, today introduced CAIS Models Marketplace, a centralized hub developed to streamline access to alternative investment model portfolios. The platform provides wealth management firms with a range of multi-asset and multi-manager alternative investment models, while enabling advisors to more efficiently allocate to private markets and hedge funds. This press release features multimedia. View the full release here: 'Designing, implementing, and managing portfolios that include alternatives has historically been a time-intensive and complex process,' said Neil Blundell, Chief Investment Officer at CAIS Advisors and Head of Investments at CAIS. 'We are thrilled to enhance our platform capabilities to help with these challenges and provide financial advisors another pathway to integrate alternatives with a suite of alternative investment model portfolios.' CAIS Models Marketplace will offer three multi-asset and multi-manager model portfolio configurations, enabling advisors to allocate seamlessly through CAIS' trade technology: Wealth Firm Model Portfolios – Investment models developed by wealth management firms and tailored to their end-clients' unique portfolio composition needs and investment goals. Asset Manager Model Portfolios – Investment models developed by alternative asset managers, providing an additional way to access their funds. CAIS will initially onboard single-manager, multi-asset model portfolios from Ares Management, BlackRock, Blue Owl, Carlyle, Franklin Templeton, and KKR, with plans to expand the Models Marketplace over time by adding more managers. CAIS Advisors Models – A suite of multi-asset, multi-manager model portfolios developed by CAIS Advisors LLC, featuring alternative investment products available on the CAIS Marketplace. Launching in Q2 2025, these models will leverage CAIS' proprietary model technology, built to deliver efficiency and flexibility when financial advisors make personalized investment decisions. The Models Marketplace is integrated with CAIS Compass, a portfolio construction tool that offers CAIS platform users the ability to analyze how alternative investments would affect certain portfolio characteristics. Using CAIS Compass, platform users can review model portfolio target asset class weights to analyze risk and return before making an investment decision. CAIS Compass also includes the option of an AI-driven summary in an accessible format. The 2025 CAIS and Mercer Survey found 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 survey collected responses from 550 financial advisors in September and October 2024. CAIS Models Marketplace was unveiled on March 24-25 at the CAIS Live | Leaders in Wealth event, an invitation-only gathering with leading independent advisors at The Cloister at Sea Island, GA. It will also be featured in the CAIS Lab at the 2025 CAIS Alternative Investment Summit, October 13-16 in Beverly Hills. Learn more about the CAIS Models Marketplace. About CAIS CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency. CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London. CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others. For more information about CAIS, please visit Securities offered through CAIS Capital LLC, member FINRA, SIPC. Important Information and Disclosure CAIS Advisors Models are created by CAIS Advisors, LLC, an investment adviser registered with the US Securities and Exchange Commission. Registration does not imply a certain level of skill or training. CAIS Advisors Models are, or will be, subject to change, and are themselves, not funds. CAIS Advisors Models and its related content are, or will be, for informational purposes only and not intended to provide investment advice or a recommendation from CAIS Advisors, including regarding the use or suitability of any CAIS Advisors Models, any particular security, or any particular strategy. More information about CAIS Advisors, including its investment strategies, fees, and objectives, is fully described in the firm's Form ADV Part 2, which is available by calling (212) 300-9355, or by visiting the Investment Adviser Public Disclosure here. SOURCE: CAIS Copyright Business Wire 2025. PUB: 03/24/2025 08:30 AM/DISC: 03/24/2025 08:30 AM
