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Articles tagged "CAIS"


Fidelity's alt investments brain trust: 'It used to be three guys and a dog in Greenwich.'

Fidelity, Goldman Sachs and Morningstar call 16 top reporters to New York to define the RIA alts problem -- and to explain how their Dream Team solves it
The conundrum: In the dawn of the Age of Transparency, alts makers still favor pulling down the shades, and charging a premium for the disservice

Tuesday 4.8.14
Gary Gallagher: By no means do we consider this watered-down alternatives in any way. We think it's the most comprehensive of all of the custodians in business today.

Fidelity teams with Goldman Sachs as part of big push into alternative investments on behalf of RIAs
The Boston giant's resolute move is a 'blue-ocean' strategy that may give it an edge with advisors looking for a one-stop, one-statement approach to AI management

Friday 11.1.13
Felipe Luna: We're moving beyond advisors who just need turnkey.

With LPL as its new BFF, CONCERT seeks bigger game and more RIAs
San Jose-based firm wirehouse-lite is up to $3 billion of AUA but was hitting roadblocks with some bigger candidates that it believes LPL technology and RBC big-boy services can remove

Thursday 4.18.13
Chris Kojima told FundFire: The RIA business is a smaller part of the assets that AIMS manages, it has more than doubled in the last two years and it is growing

Sparks fly after FundFire reports that Merrill Lynch and Goldman Sachs are offering some RIAs their corner-office research
The Financial Times publication stands by its story, but Merrill won't comment, making the fiery situation smokier; Goldman is unabashed

Friday 3.8.13
Felipe Luna: We're seeing ... high-net-worth clients ... who want to be more aggressively involved in alternative investments.

How CONCERT is leveraging a full-service alternatives platform to boost its carriage trade clientele
CONCERT sees CAIS catering to the $200 million-plus set while its current alts provider tends to those who may like their hedge funds in mutual-fund wraps

Tuesday 8.21.12
Josh Kernan: I'm most concerned about these feeder fund platforms. You've actually created an additional level of risk to be concerned about.

A cottage industry of hedge funds-to-RIAs is springing up but so far the mutual fund industry looks like the big winner
It's a minor gold rush, but the entrepreneurs jumping into the niche are quick to identify the frailties in each other's approaches

Friday 7.20.12
Ann Bergin: We'll see a rush to the front door in coming days and weeks.

Schwab wins long-awaited green light from the SEC on alternative-assets distribution
The no-action letter on a DTCC standard may pave the way for custodians to create supermarkets of hedge funds

Wednesday 3.7.12
Jeremy Norton: The burden falls squarely on advisors.

How RIAs can best pick alternative investments: Punt
This minefield is best left to experts with the right resources and expertise

Tuesday 8.16.11
Matthew C. Brown: For most RIAs, outsourcing to a reputable vendor that offers an independent, end-to-end alternatives solution makes the most sense.

Step-by-step on finding a platform for alternative investments
A guide to assessing solutions to meet rising demand from high net worth clients

Tuesday 5.17.11

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