CAIS Teams with Mercer to Offer Independent Advisors Mercer Investment Services

October 30, 2018

Advisors on CAIS platform can engage with Mercer for a range of customized investment services including manager research and ratings, model portfolios, manager selection, custom fund implementations and due diligence.

CAIS , one of the leading alternative investments platforms for the independent wealth channel, and Mercer, a global consulting leader in advancing health, wealth and career, and a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), are joining forces to offer independent financial advisors institutional quality outsourced-CIO (OCIO) services through investment services provided by Mercer.

Mercer’s investment services offering includes access to one of the largest manager research platforms in the industry, model portfolio construction, manager selection, custom fund implementations and due diligence across the entire investable universe. Advisors will have the ability to choose what they need to supplement their in-house expertise, boost their arsenal of investment strategies, differentiate their portfolios and provide a superior client experience.

“Independent financial advisors oversee their clients’ economic futures, and can benefit from the same access to resources available to large institutions. Mercer’s investment services platform levels the playing field, giving CAIS advisors access to the tools and solutions of a global investment consultancy,” said Matt Brown, CEO of CAIS. “Making Mercer’s investment services available to CAIS advisors demonstrates our joint commitment to lead with alternative investment education, foster the democratization of alternatives for independent advisors, and to broaden the tools and services that advisors rely on each day.”

For the last nine years, CAIS advisors have accessed Mercer’s research and due diligence for alternatives on the CAIS platform as a value-add to their memberships. Now, through the new, extended relationship between CAIS and Mercer, CAIS advisors can engage with Mercer for additional investment services and broaden their access to distinctive asset management strategies across the globe. By leveraging its global infrastructure, Mercer advances the investment management capabilities of financial advisory firms, helping them to provide innovative investment strategies for their clients.

“Our investment advisor-focused services are specifically designed to help advisors enhance portfolio choices, mitigate risk and generate asset growth,” said Rich Joseph, US Business Leader at Mercer Investment Management. “CAIS has nearly a decade of experience as one of the premier alternatives product platforms for the independent advisor, and is a natural channel to bring Mercer’s resources and services to the benefit of wealth managers.”

Joseph was recently named to the CAIS Advisory Council – a collaboration of strategic advisors with deep experience across wealth management, technology and marketing. “CAIS and Mercer have worked hand-in-hand for nearly a decade to empower independent advisors with the tools, research and technology to drive business growth.” continued Brown. “Rich’s addition to the CAIS Advisory Council only strengthens our commitment to working with Mercer to best serve the investment needs of the independent wealth channel and its end-clients. We’re excited to have him on board.”

To learn more about Mercer’s full menu of investment services available to members of the CAIS platform, please contact [email protected]

If you are a not a member of the CAIS network and are interested in joining, please visit https://www.caisgroup.com/get-started/for-wealth-advisors/.

About Mercer

Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Mercer’s more than 23,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With nearly 65,000 colleagues and annual revenue over $14 billion, through its market-leading companies including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit www.mercer.com. Follow Mercer on Twitter @Mercer.

About CAIS

CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies including, hedge funds, private equity, private credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.

All funds listed on CAIS undergo Mercer’s independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab and Pershing, making investing in alternatives simple.

Founded in 2009, CAIS, a fintech leader, is empowering wealth management by leveling the playing field for financial advisors everywhere.

Securities offered through CAIS Capital LLC, member FINRA, SIPC.

Press Contact
Tony Fassi
Jones-Dilworth, Inc.
(512) 826-3428
[email protected]