Private markets convergence is reshaping how advisors build portfolios
“Technology isn’t replacing advisor judgment. Instead, it’s reducing administrative work so advisors can spend more time making investment decisions, serving clients and delivering personalized advice,” Walker said.
A marketplace expanding to meet demand
CAIS announced this week that nearly 40 new and existing alternative asset managers have introduced strategies on the platform over the past six months, adding options across hedge funds, infrastructure, real estate, private equity and tax-advantaged strategies.
New additions include strategies from Apollo, AQR, Blackstone, Coatue, Goldman Sachs Asset Management, KKR, Lord Abbett, Morgan Stanley Investment Management and dozens of other institutional and specialized managers not typically available through traditional wealth channels.
The timing reflects where advisor interest is concentrated. In the first quarter of 2026, CAIS recorded increased flows into exchange funds, hedge funds, infrastructure, real estate and tax-advantaged strategies.
It’s a pattern Walker describes as a deliberate shift toward diversification and income-oriented investing rather than a reach for risk.
