Key Takeaways
- • CAIS, an alternative investment platform for financial advisors, added its first wave of investment model portfolios from BlackRock, Carlyle, Franklin Templeton, and KKR to its Models Marketplace on June 25, 2025.
- • BlackRock and Carlyle each contribute three multi-asset models, KKR offers three proprietary single-manager multi-asset models, and Franklin Templeton provides one multi-manager model, all with private market exposure.
- • Per a CAIS survey, 77% of advisors would use or consider model portfolios to streamline allocations, and 47% cite them as a top portfolio construction resource.
- • The models can be implemented through single-click allocations across private and registered funds, covering both subscription-based and ticker-traded products.
Summary
CAIS announced that it has onboarded the first in a growing series of alternative investment model portfolios developed by BlackRock, Carlyle, Franklin Templeton, and KKR onto its CAIS Models Marketplace, according to a Business Wire release. The platform, launched earlier in 2025, is designed to give wealth management firms a centralized hub for alternative investment model portfolios, using CAIS trade technology to streamline implementation. Advisors can now make single-click model allocations across private and registered funds, for both subscription-based and ticker-traded products.
The initial lineup includes BlackRock's three single-manager multi-asset models spanning public and private markets across risk profiles, with private equity and private credit exposure through select BlackRock vehicles. Carlyle contributes three multi-asset models designed for return enhancement, supplemental income, and capital preservation, with private equity and private credit allocations through Carlyle vehicles. Franklin Templeton offers one holistic multi-asset, multi-manager model with exposure to private credit, real estate, infrastructure, private equity secondaries and co-investments, and asset-backed finance through Alternatives by Franklin Templeton and strategic third-party partners. KKR's three proprietary single-manager models are designed to diversify beyond the traditional 60/40 stock and bond portfolio, targeting income generation, capital preservation, and enhanced returns, with exposure to private equity, private credit, private real estate, and private infrastructure.
CAIS said the expansion reflects accelerating advisor demand and growing manager emphasis on the private wealth channel. A recent CAIS survey found that 77% of advisors would use or consider model portfolios to streamline allocations. CAIS Neil Blundell, Chief Investment Officer at CAIS Advisors and Head of Investments at CAIS, said alternative models help advisors deliver more personalized portfolios and reduce reliance on manager selection. The marketplace will also carry wealth firm models and models developed by CAIS Advisors. The four managers will participate in the 2025 CAIS Alternative Investment Summit in Beverly Hills, October 13-16, 2025.
The initial lineup includes BlackRock's three single-manager multi-asset models spanning public and private markets across risk profiles, with private equity and private credit exposure through select BlackRock vehicles. Carlyle contributes three multi-asset models designed for return enhancement, supplemental income, and capital preservation, with private equity and private credit allocations through Carlyle vehicles. Franklin Templeton offers one holistic multi-asset, multi-manager model with exposure to private credit, real estate, infrastructure, private equity secondaries and co-investments, and asset-backed finance through Alternatives by Franklin Templeton and strategic third-party partners. KKR's three proprietary single-manager models are designed to diversify beyond the traditional 60/40 stock and bond portfolio, targeting income generation, capital preservation, and enhanced returns, with exposure to private equity, private credit, private real estate, and private infrastructure.
CAIS said the expansion reflects accelerating advisor demand and growing manager emphasis on the private wealth channel. A recent CAIS survey found that 77% of advisors would use or consider model portfolios to streamline allocations. CAIS Neil Blundell, Chief Investment Officer at CAIS Advisors and Head of Investments at CAIS, said alternative models help advisors deliver more personalized portfolios and reduce reliance on manager selection. The marketplace will also carry wealth firm models and models developed by CAIS Advisors. The four managers will participate in the 2025 CAIS Alternative Investment Summit in Beverly Hills, October 13-16, 2025.
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