As financial advisors increasingly adopt defined-outcome strategies to capture market opportunities, manage risk and meet client goals, CAIS, an alternative investment platform for independent financial advisors, has announced an expansion of its defined-outcome capabilities through CAIS Capital Markets, a new division. CAIS Capital Markets will centralize existing structured investments solutions, hedging and monetization, and managed solutions referral services, with CAIS Capital’s structured investments trade execution capabilities.
CAIS has provided access for independent advisors to structured investments for more than a decade. With expanded capabilities, CAIS Capital Markets now offers advisors access to structured notes as well as hedging and monetization strategies — both delivered by leading bank issuers — to help diversify and manage risk in concentrated equity positions. CAIS also offers structured note execution trading services, which simplify the trading
