Mercer And CAIS Expand Strategic Relationship

Harriet Davies Editor - Family Wealth Report 14 March 2013

Mercer And CAIS Expand Strategic Relationship

Mercer and CAIS have expanded their strategic partnership to make Mercer’s suite of institutional investing tools available through the CAIS platform.

Mercer already provides due diligence and monitoring on all funds listed on CAIS, and going forwards will also provide thematic portfolio construction guidance, analytic tools, model portfolios, fund and industry research, and ongoing educational resources and support.

The two firms are also linking up to host a series of alternative-investment focused educational sessions for advisors this year. The sessions will be held globally.

CAIS is an independent exchange for financial products such as hedge funds, private equity funds, precious metals and structured products, servicing the wealth management industry.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes