CAIS Forms Strategic Partnership with State Street and Mercer

CAIS Partners with Industry Leaders to Provide Independent Alternative Solution

CAIS, a New York based financial technology company providing an independent, alternative investments platform to the wealth management industry, is pleased to announce the formation of a strategic relationship with State Street and Mercer Investment Consulting to further improve the institutional strength of the CAIS offering.

“By partnering with State Street and Mercer, CAIS delivers both an institutional quality operational protocol and independent fund due diligence to the wealth management community”, said Matt Brown, Managing Principal of CAIS. “We are committed to working with best-in-class service providers to offer a truly independent platform that not only provides access to third-party alternative investment funds, but also serves as a fully outsourced solution for global wealth advisors.”

Mercer Investment Consulting provides both investment and operational due diligence on all platform funds including ongoing monitoring while State Street provides administration, custody and reporting services.

“The combination of these two globally recognized and respected firms allows CAIS to deliver an unparalleled solution to the global wealth management community,” Mr. Brown said.

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