Opto Investments Partners with Mercer Advisors

Author

Slice of Finance Team
11 Jun

Key Highlights:

  • Opto Investments and Mercer Advisors announce strategic partnership.

  • Opto's technology to enhance Mercer Advisors' private markets investment offerings.

  • Mercer Advisors manages over $60 billion in client assets.

  • Partnership based on shared values of transparency, trust, and alignment.

  • Customized multi-strategy funds for Qualified Purchaser (QP) clients.

Source (Business Wire)

Notable Quotes

❝

“Mercer Advisors worked thoughtfully to select the right partner for our new private markets platform, and we found that with Opto.”

Daniel Gourvitch, President at Mercer Advisors
❝

“Accessing high-quality private investments has historically been expensive and unnecessarily cumbersome.”

Donald Calcagni, Chief Investment Officer at Mercer Advisors
❝

“The private markets model is broken, and we’re thrilled to partner with Mercer Advisors to fix the space and create a more efficient and client-friendly paradigm as we grow together.”

Jake Miller, Co-Founder and Chief Solutions Officer at Opto

Our Take:

The strategic partnership between Opto Investments and Mercer Advisors marks a significant step forward in democratizing access to private markets for independent investment advisors. By leveraging Opto's technology, Mercer Advisors can offer their clients more streamlined, cost-efficient access to high-quality private investments. This collaboration not only aligns with their shared values of transparency and trust but also promises to enhance the overall client experience through innovative, fiduciary-focused investment solutions.