The alternative investment platform for independent financial advisors, CAIS, announced a partnership with J.P. Morgan Asset Management to provide advisors with access to its alternative investment strategies.
“As demand for alternative asset classes accelerates, we are committed to offering the most robust technology and operating system to streamline the alternative investment lifecycle for advisors and managers,” said Brad Walker, Chief Product and Client Development Officer at CAIS, as stated in the firm’s press release.
An evergreen private equity vehicle focused on small and mid-market secondaries and co-investments is currently available on CAIS Marketplace, with plans underway to scale the partnership and add additional J.P. Morgan strategies to the platform over time.
Funds listed on CAIS have undergone third-party due diligence conducted by Mercer, a global leader in institutional investment and operational due diligence, according to the firm’s statement.
“Expanding access to alternative investments is an undeniable trend reshaping the investment landscape,” said Shawn Khazzam, Head of Private Wealth Alternatives at J.P. Morgan Asset Management.
Interest in this asset class continues to grow as a means for investors to diversify and strengthen their portfolios, Khazzam added, emphasizing that “it is crucial to equip advisors with access to our innovative products, enabling them to craft strategies aligned with their clients’ evolving needs and goals.”
J.P. Morgan Asset Management will also gain access to CAIS’s online training platform, CAIS IQ, digital marketing support, and integrations with leading custodians, reporting providers, and fund administrators.
Additionally, the firm will benefit from a customized analytics dashboard designed to optimize its platform engagement, opportunity management, and sales efforts, the statement adds.
J.P. Morgan’s quarterly Alternatives Guide, which recently celebrated its fifth anniversary, will also be available on the platform. J.P. Morgan Asset Management is the latest in a series of new managers incorporating alternative strategies into the CAIS platform, following nearly 20 new and expanded partnerships with alternative asset managers in 2024.
For Amaya Uriarte
