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MassMutual Taps CAIS to Expand Advisor Access to Alternative Investments

May 29th, 2024

Springfield, Mass. – In an effort to expand access to more alternative offerings and make investment processes even more robust and streamlined, the CAIS alternative investment platform is now available to financial advisors affiliated with MML Investors Services, a leading independent broker/dealer and investment adviser subsidiary of MassMutual.

“Alternative investment offerings are more important than ever for advisors and their clients,” said Vaughn Bowman, CFA, head of wealth management with MassMutual. “By teaming up with industry leaders like CAIS, we are providing more options for advisors to offer clients differentiated investments to complement their traditional portfolios.”

The CAIS platform provides an end-to-end technology solution across the pre-trade, trade, and post-trade phases of alternative investing. In addition to a broad selection of alternative investment strategies spanning hedge funds, private equity, private debt, real estate, infrastructure, and structured notes, integrations with leading custodians and reporting providers will also be available, which help automate and streamline the reporting and document workflow process.

“CAIS remains dedicated to supporting the unique needs of the independent wealth channel, leveraging our industry-leading technology and advisor experience teams to streamline the alternative investment lifecycle,” said Matt Brown, Founder and CEO at CAIS. “As investors continue to embrace alternatives, we are excited to be collaborating with MassMutual to offer a streamlined and customizable investing experience so that more advisors can continue doing what they do best – meeting the needs of their end-clients.”

Access to CAIS IQ, CAIS’ on-demand, online learning experience designed exclusively to help deepen an advisor’s knowledge and increase their confidence in alternative investment strategies, will also be available.

“This addition is yet another ‘proof point’ in our 40+ year track record of offering access to top quality options for advisors to help clients build strong financial foundations that endure the test of time and prosper,” concluded Bowman.

 

About MassMutual
MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services. For more information, visit www.massmutual.com.

Securities and advisory services are offered by MML Investors Services, a leading independent broker/dealer and investment adviser subsidiary of MassMutual founded in 1981.

 

About CAIS
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.

Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler.

Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $30 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.