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In this white paper, we'll briefly explore two ways that RIAs, RIA aggregators, bank and trust companies, or independent broker-dealers may customize their firm’s alternative investing offering to grow their business and serve their clients.
White paper overview
Creating branded, custom fund structures may help those experienced in alternatives maintain their advantage. According to a survey conducted by CAIS and Mercer in October 2022, nearly nine in 10 financial advisors (88%) are planning to increase their allocations to alternative asset classes over the next two years.1
In other words, the advisors already well-versed in alternatives—who were once ahead of the curve just by offering their clients access to top alternative asset managers and strategies—may face increased competition.
They now have an opportunity to update their approach and scale through improved operational efficiency by launching their own custom funds.
This paper will briefly explore two ways that RIAs, RIA aggregators, bank and trust companies, or independent broker-dealers may customize their firm’s alternative investing, including:
1. Customizing a white-labeled multi-manager fund program
2. Creating a single-manager feeder fund
Ready to learn you can create custom funds to maintain your advantage?
Download our whitepaper to discover practical insights.
1. CAIS and Mercer, “Connected perspectives: The state of alternative investments in wealth management,” November 2022
This communication is for discussion purposes only and does not constitute an offer to sell, or the solicitation of an offer to buy, any security or investment product. It does not purport to completely describe any security, investment product or service. CAIS does not provide any investment planning, legal, regulatory, tax, compliance or other advice and neither the Information, nor any prior or subsequent communications from or with CAIS or its representatives, should be construed as any such advice. Investment advisors and all investors should ensure that they have independently obtained sufficient information to ascertain the legal, financial, tax and regulatory consequences of any investments they consider. CAIS Capital, LLC and its affiliates (together “CAIS”) are not fiduciaries or advisors with respect to any financial services or products mentioned herein. The Information is subject to change, may be revised without notice, does not purport to be a complete description of any security, investment product or service, and should not be relied upon as the basis for an investment decision or for any other purposes whatsoever. Past performance is not a guarantee of future results. © 2026 CAIS LLC. All Rights Reserved.