Subscribe

CAIS provides alts platform to Focus Financial firms

alt platform

The custom CAIS platform will allow for the evaluation of hedge funds, private equity, private credit, real estate, digital assets, and structured notes.

Focus Financial Partners has launched a customized version of the CAIS Capital alternative investments platform for use by its more than 80 partner firms. The platform offers access to alternative investments, adviser education, independent due diligence and end-to-end digitized transaction processing and third-party reporting integrations, Focus said in a release.

The custom CAIS platform will allow Focus partner firms to evaluate hedge funds, private equity, private credit, real estate, digital assets, and structured notes.

CAIS also will launch and operate customized proprietary feeder funds and multimanager funds that will be available only through the CAIS platform, which can accommodate partner firms’ own sourced third-party funds permitting centralized monitoring, transacting, and reporting.

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Meet the fastest-growing financial firms

Who made it to America’s list of fast-growing employers? Find out in this report.

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print