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CAIS Integration

Contents

Introduction

We're providing single sign-on access to CAIS Alternative Investments. With a free membership, you can benefit from access to a premium selection of alternative investment funds with independent and ongoing due diligence and performance monitoring, as well as capital markets offerings. If you have access to the CAIS platform, you will be registered as a CAIS Research Member, able to access fund information, analytics, educational content, and invitations to CAIS-sponsored events. If you complete a transaction agreement and onboarding process, you will receive Transactional Member status, unlocking the ability to initiate alternative investment subscriptions and monitor holdings via a personalized dashboard.

With this integration, advisors will have access to:

• Hedge funds, private equity funds, and other alternative products at lower investment minimums

• Mercer's independent investment research and operational due diligence on funds offered through CAIS

• White papers and other educational materials about the broader alternative investment universe

• New issue and follow-on offerings across all sectors in equity and fixed income

• Structured solutions offerings

• CAIS-sponsored events

Tamarac Reporting Integration

If your firm would like single sign-on access to CAIS Alternative Investments:

1. Contact Account Management. There is no cost to access CAIS. For more information on this integration, you can email CAIS at Tamarac@caisgroup.com, or call 800.881.9988.

2. Click the CAIS Alternative Investments link in the user area under your name at the top of the Tamarac Reporting screen. This link will only display when the feature is enabled.

   

3. Establish the link between Tamarac Reporting and CAIS:

   • If you are a new member, you will be guided through creating a new user on the platform.

   • If you are an existing member, click the link to enter your username and password.

   

The next time you click the link, single sign-on will be established, and you can quickly access CAIS Alternative Investments from within Tamarac Reporting.