Investment consultant Mercer has expanded its strategic relationship with CAIS, an alternative wealth management platform provider, by adding institutional private equity to the CAIS platform.
With the alliance, the CAIS platform will now enable RIAs and family offices to access Mercer’s strategy recommendations, due diligence summaries on selected funds, as well as an active menu of investable third party funds.
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At the same time, Mercer will also offer access to their proprietary multi-manager fund through CAIS.
The CAIS platform delivers access to various private funds at reduced investment minimums, with independent due diligence from Mercer, electronic subscription processing and integrated custodial reporting.
CAIS founder and CEO Matt Brown said: "We are pleased to expand our relationship with Mercer and offer advisors an ongoing menu of highly rated third party private equity funds. 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."
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