CAIS Expands Platform to Include Mercer PE Research, Fund Picks

Jun 18 2015 | 12:49pm ET

Alternative wealth management platform provider CAIS has expanded its relationship with investment consultant Mercer by adding institutional private equity to its CAIS platform.   

Mercer has advised top institutions on private equity for more than 30 years, allocating more than $22 billion across private equity, venture capital and real estate investments, according to a press release.

Through the collaboration, RIAs and family offices can now access Mercer’s PE recommendations, due diligence summaries on selected funds, and an active menu of investable third party funds. Additionally, Mercer will provide access to their proprietary multi-manager fund through CAIS. 

Mercer’s private equity research team actively follows over 500 fund managers representing approximately 1,200 strategies globally. Based on this research, Mercer manages a heat-map across the spectrum of opportunities, which leads to a selection of investable funds. The Mercer strategy heat-map and individual fund recommendations will be made available on the CAIS portal.

“We are pleased to expand our relationship with Mercer and offer advisors an ongoing menu of highly rated, third-party private equity funds,” said Matt Brown, CAIS Founder and CEO, in the release. “With the experience, credibility and fund manager relationships of Mercer, CAIS intends to offer the premier private equity solution coupled with the intuitive technology advisors have come to expect from us.”

The CAIS platform offers access to a diversified menu of private funds at lower investment minimums, with independent due diligence from Mercer, electronic subscription processing and integrated custodial reporting. 

“Mercer is committed to delivering advisors the most comprehensive private equity solution available,” said David Eisenberg, North America Director of Client Consulting at Mercer. “The rapid adoption of the CAIS platform by the RIA and family office community over the past five years, as well as the firm’s strong commitment to technology, makes CAIS the natural choice to deliver a world class PE offering.”

Headquartered in New York, CAIS was founded in 2009 and launched its platform in 2011. Its platform is aimed at offering wealth managers access to a diversified menu of funds and products, including hedge funds, private equity funds, liquid alternatives, equity & debt syndicate, structured notes, and precious metals. Mercer, meanwhile, is a global consulting company owned by Marsh & McLennan and operating in more than 130 nations.


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