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CAIS reports rapid adviser adoption for new alt investments learning platform


Alternative investment platform CAIS has reported rapid adoption by financial advisers of CAIS IQ, the company’s learning system.CAIS IQ combines artificial intelligence with peer-reviewed learning science that’s proven to work on web and mobile.

“CAIS IQ helps financial advisers get smart on what they need to know in just minutes a day,” says CAIS Founder and CEO Matthew Brown. “The system actively helps advisers learn faster and retain knowledge. We’re enormously proud to be leading the industry with education and help financial advisers drive enhanced client outcomes.”

This video explains the vision behind CAIS IQ and shows the system in action. CAIS IQ was announced to the industry in Q4 of 2019 and was made generally available in Q2 of this year.

Since launching in June 2020 CAIS IQ has been rolled out to more than 9,000 financial advisers.

Overall, 56 per cent of advisers active in CAIS IQ engage frequently to learn about alternative investments and to earn CE credits for both CIMA and CFP. All CAIS IQ content has been exclusively developed in collaboration with third-party industry leaders, including Mercer. Over the past sixty days, it has taken users an average of just 10 minutes a day to establish a base knowledge, as determined by CAIS IQ, of the Fundamentals of Alternative Investments.

“CAIS IQ is modular, mobile, and works best in short bursts. Our mobile CAIS IQ learners are spending 24 per cent less time than our web-based learners and are achieving a 56 per cent higher rate of mastery,” said Chief Innovation Officer Andrew Smith Lewis. “This parallels research findings that mobile is a superior way to engage, and that little and often is the recipe for driving effective and lasting learning. Many don’t have the time these days to consume whitepaper after whitepaper, especially when clients are calling,” Smith Lewis continued. “With CAIS IQ, you can cover more ground in-between meetings and on the fly than you can with traditional educational 1.0 approaches.”

Since June, CAIS IQ has launched over 40 courses covering not only the basics of alternative investments but dozens of specific products and product types as well. The most popular courses on CAIS IQ are:

Fundamentals of Alternative Investments (72 per cent of active users)
Fundamentals of Private Credit (65 per cent of active users)
Fundamentals of Hedge Funds (62 per cent of active users)
CAIS IQ’s machine learning algorithms track ‘time to grasp,’ a metric of return-on-learning that demonstrates the value of the system’s adaptive approach.

Private Equity was the easiest Asset Class to grasp since June, with learners requiring an average of 49 seconds per item; Digital Assets was the hardest Asset Class to grasp, with learners requiring an average of 2 minutes and 5 seconds per item.

In these challenging times, CAIS IQ seeks to ensure that advisers retain access to fund managers, industry experts and thought leaders. advisers can not only see and hear directly from fund managers but also earn CE credits from the safety of their homes. CAIS believes that empowering advisers with relevant and timely knowledge about alternative asset classes, products and strategies for implementation is critical. CAIS IQ was designed to help advisers both protect and enhance their clients’ portfolios.

The breadth of content offered by CAIS IQ has expanded rapidly into a variety of formats to accommodate the varying learning preferences of advisers. Most recently, CAIS IQ launched the “200 from Zero” visual podcast series that features renowned credit investor Marc Lasry CEO and Founder of Avenue Capital, talking about credit and distress opportunities arising from the pandemic and recent market dislocations.

“CAIS IQ is a gamechanger for education. Equipping our financial advisers with the best tools and resources is a top priority,” says Tim Maurer, Director of adviser Development at Buckingham Strategic Wealth, LLC. “At Buckingham, a higher level of complexity requires a higher level of experience. CAIS IQ is a powerful learning system, empowering advisers to solve the unique needs of our clients because it is intuitive and quite simply, it just works.”

The CAIS platform surpassed USD10.1 billion in transaction volume in Q2, with volume up 28 per cent YoY. Over USD1.1 billion in transactions have taken place in 2020 alone, representing a 16 per cent increase YoY.

CAIS now supports more than 3,200 unique adviser firms/teams, who collectively oversee more than USD1.2 trillion in assets. More than 100 alternative investment funds and products across six categories are available today on the CAIS platform, including hedge funds, private equity, private real estate, private credit, structured notes, and digital assets.

“Many of the most effective advisers in the world use CAIS IQ to stay relevant 24/7,” says CAIS Founder and CEO, Matt Brown. “Our modern learning system for advisers powers extraordinary client conversations. If you’re not talking to your clients about alts, someone else probably is.”

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