Graham Capital Management, L.P., a global alternative investment firm with $17.9 billion in assets under management that specializes in quantitative and discretionary macro strategies, recently informed that it is partnering with CAIS to add select alternative investment funds to the CAIS Marketplace.
Macro strategies have performed well over the past year, with assets under management in this asset class reaching $890 billion in 2022. Mercer's third-party due diligence on CAIS's Graham fund will make it available to thousands of RIAs and IBDs managing over $3 trillion in assets. The CAIS Platform gives independent advisers cutting-edge technology to streamline pre-trade, trade, and post-trade. Graham will also have access to CAIS' Asset Manager Experience dashboard, which shows product interest and investor funnel from CAIS Marketplace advisers.
When compared to institutional investors, who typically allocate between 30% and 50% to alternatives, the private wealth channel has historically invested a far smaller percentage. In the midst of one of the worst annual performances of the 60/40 portfolio in the last two decades, a recent CAIS-Mercer study indicated that over 88% of financial advisors want to raise their allocations to alternatives over the next two years.
About CAIS
CAIS is one of the leading alternative investment platforms for financial advisors seeking better access and education on alternative investment funds and products. It offers financial advisors hedge funds, private equity, private credit, real estate, and structured notes to capitalize on opportunities and weather-changing markets. CAIS IQ, a pioneering learning technology, helps advisors learn quicker, remember longer, and improve client outcomes.
About Graham Capital Management
Graham Capital Management, L.P. is an alternative investment firm that provides cutting-edge quantitative and discretionary investment strategies. Established in 1994 by Kenneth G. Tropin, the firm, as of January 1, 2023, manages over $18 billion in assets on behalf of pension and sovereign wealth funds, endowments and foundations, investment management advisors, and qualified individual investors around the world.