ESG

Burgiss and Caissa Announce Merger

Burgiss and Caissa Announce Merger

Yesterday the Burgiss Group, LLC and Caissa, announced that they have entered into an agreement to merge the two businesses. Once combined, the firm will become a world leader in private capital as well as in total investment plan solutions. Both Burgiss and Caissa’s products are designed to manage asset allocation, liquidity, and assessing exposure, as well as performance and risk. The products also address compliance, ESG, and climate concerns. The newly combined firm will maintain its headquarters in Hoboken, New Jersey, with over 450 employees worldwide.

Morningstar Continues Private Markets Push with Allocator Investment

Morningstar Continues Private Markets Push with Allocator Investment

Following Morningstar’s minority investment in Allocator, PE Stack takes a wider look at the firm’s wider venture and M&A activity in the private markets space.