[REPLAY] Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)

Due Diligence

The standards for due diligence in manager selection are crucial for maintaining high-quality investments. Matt Brown explains that CAIS collaborates with Mercer, a global leader in operational and investment due diligence, to ensure that only top-tier managers are featured on their platform. This partnership allows CAIS to offer a curated selection of managers, enhancing the investment options available to financial advisors 1.

Our approach to manager selection from a commercial standpoint takes us down one path, but in complete parallel is the relationship that we established on day one at CAIS with Mercer.

--- Matt Brown

This rigorous process not only benefits advisors but also improves outcomes for end clients by providing access to well-vetted alternative investments.

   

Partnerships

Partnerships play a pivotal role in the success of CAIS's platform, particularly through its collaboration with Mercer. Matt Brown highlights how these partnerships facilitate the manager selection process by providing valuable insights and data that inform the platform's offerings. This collaboration ensures that the platform remains dynamic and responsive to the needs of financial advisors 2.

The data is showing us where advisors are interested in what areas or strategies they're interested in.

--- Matt Brown

By leveraging these partnerships, CAIS can continuously update its offerings, ensuring that advisors have access to the most relevant and effective investment strategies.