Mercer and CAIS Redefine Alternative Investment Advice and Access for Wealth Management

 Mercer and CAIS Redefine Alternative Investment Advice and Access for Wealth

Advisors Benefit from Combined Solution

PR Newswire

NEW YORK, March 12, 2013

NEW YORK, March 12, 2013 /PRNewswire/ -- Mercer, the global leader in
financial advice, products, and services and CAIS, the leading independent
exchange for in-demand financial products servicing the global wealth
management industry, announced the expansion of their existing strategic
relationship by making Mercer's suite of institutional investment advice,
research, products, and tools available through CAIS. Mercer will continue to
provide due diligence and ongoing monitoring for all funds that list on CAIS.

In the increasingly competitive landscape of wealth management, Mercer and
CAIS are committed to empowering advisors with the advice and access they need
to effectively implement alternative investment solutions. Mercer will
provide CAIS Member Firms thematic portfolio construction guidance, analytic
tools, model portfolios, fund and industry research, and ongoing educational
resources and support. Additionally, CAIS and Mercer will host a series of
alternative investment focused advisor educational sessions globally in 2013.

"With their longstanding commitment to servicing the wealth management
industry and over 150 research professionals globally, Mercer's
research-driven approach brings advisors a distinct advantage in identifying
unique managers and trends across all strategies and regions," said Matthew
Brown, CAIS Co-Founder and CEO. "This collaboration offers advisors a
complete solution, combining industry leading institutional advice with
streamlined access and execution."

Mercer has provided investment advice and research to some of the largest and
most sophisticated global institutions. Mercer currently advises over $6
trillion in assets and actively rates over 7,800 investment strategies.These
strategies include long/short equity, multi-strategy, global macro,
credit/distressed, merger arbitrage, CTA, relative value, commodities, and
event driven across established and emerging markets, in addition to
traditional investments.

"CAIS has rapidly become the industry's preferred independent marketplace for
alternative investments and we are pleased to bring our deep institutional
resources and intellectual capital to CAIS," said Cara Williams, Global Head
of Wealth Management at Mercer. "We believe the Mercer-CAIS combined solution
will benefit our existing and prospective wealth management clients both in
the US and internationally."

About Mercer

Mercer is a global consulting leader in talent, health, retirement and
investments. Mercer helps clients around the world advance the health, wealth
and performance of their most vital asset – their people. Mercer's 19,000
employees are based in more than 40 countries. Mercer is a wholly owned
subsidiary of Marsh & McLennan Companies (NYSE: MMC), a global team of
professional services companies offering clients advice and solutions in the
areas of risk, strategy and human capital. With 53,000 employees worldwide and
annual revenue exceeding $11 billion, Marsh & McLennan Companies is also the
parent company of Marsh, a global leader in insurance broking and risk
management; Guy Carpenter, a global leader in providing risk and reinsurance
intermediary services; and Oliver Wyman, a global leader in management
consulting. For more information, visit Follow Mercer on
Twitter @MercerInsights

About CAIS

CAIS is the leading independent exchange for in-demand financial products
servicing the global wealth management industry. CAIS offers advisors
streamlined access, information, and execution to an expanding menu of hedge
funds, private equity funds, precious metals, and structured products. CAIS
complements its centralized multi-product offering with a robust suite of
portfolio construction tools, fund analytics, and third-party due diligence
reports provided by Mercer.

CAIS maintains an unwavering commitment to delivering institutional
functionality and reliability. Mercer and State Street further this
commitment by bringing global scale and oversight to the exchange. CAIS
avoids key conflicts of interest by not engaging in wealth management
activities or managing proprietary funds or products. The firm's neutrality
allows CAIS to provide an unbiased and transparent investment marketplace to
the global wealth management industry.

CAIS is an NFA member with securities offered through CAIS Capital LLC, member

For more information about CAIS visit


Contact: Stephen Kennedy, +1-212-279-3115 ext. 118, or
Beatrice Broderick, +1-212-279-3115 ext. 214,
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