Business Wire

NJ-BURGISS/CAISSA

13.9.2021 14:17:05 CEST | Business Wire | Press release

Share
Caissa To Merge with Burgiss

The Burgiss Group, LLC (“Burgiss”) and Caissa, LLC (“Caissa”) today announced that they have entered into a definitive agreement to merge businesses. On a combined basis, the firm will be one of the world’s leaders in private capital and total investment plan solutions. Burgiss and Caissa’s products meet the challenges institutional investors face in managing asset allocation and liquidity and assessing exposure, performance, and risk, while addressing compliance, ESG and climate concerns. The combined firm will be headquartered in Hoboken, New Jersey and have over 450 employees worldwide.

“We’re excited to announce that Burgiss and Caissa are joining forces,” said James Kocis, Founder and CEO of Burgiss. “Caissa is a world-class provider of multi-asset class solutions to institutional investors. We’re thrilled to have our teams coming together and welcome the contributions that David Hsu and Susan Veksler will make to our business as members of our Board.”

“Burgiss and Caissa are a perfect match,” said David Hsu, Co-Founder and CEO of Caissa. “Both firms have their roots in helping investors make better investment decisions. Burgiss has an unrivaled presence and reputation in private capital data and analytics, while the Caissa platform serves as the foundational technology for investors across all asset classes. With our combined operational scale, we’re now able to deliver value to a wider audience much more quickly.”

“Caissa’s multi-asset class platform was expressly built for asset allocators,” said Susan Veksler, Co-Founder and President of Caissa. “As our clients know, we have taken great care to craft a solution that is both advanced and intuitive. Together with Burgiss, we will continue to advance the interests of our client base and remain at the forefront of innovation across data, analytics, and technology.”

This merger builds on Burgiss’ strategic partnership with MSCI Inc. (“MSCI”), a leading provider of critical decision support tools and services for the global investment community, announced in January 2020. Together, Burgiss and MSCI aim to drive innovation, acceleration and adoption of data, tools and solutions for investors in private assets around the world.

“The powerful combination of Burgiss and Caissa represents an exciting opportunity for investors and managers of private assets and multi-asset class portfolios around the world,” said Henry Fernandez, Chairman and CEO of MSCI. “With this merger, both firms can achieve tremendous scalability and drive greater innovation of differentiated tools and solutions across the global private assets industry. Through its representation on the Burgiss Board, MSCI looks forward to working closely together with Burgiss and Caissa to help them achieve their strategic objectives,” added Mr. Fernandez.

About Burgiss

Burgiss is the global provider of investment decision support tools for private capital. Along with deep expertise in performance and risk measurement, our analytics platform and research-quality data help investment teams make better investment decisions. Following the merger, Burgiss content and capabilities will continue to be accessible through multiple channels and platforms. We serve over 1,000 firms in 36 countries, and our data covers over $8 trillion in private capital.

About Caissa

Caissa is the leading portfolio analytics software provider for endowments, foundations, family offices, pension funds, and outsourced CIOs. Founded in 2010, the Caissa team is committed to advancing technology solutions for institutional allocators. Caissa's client base consists of asset owners representing over $1.7 trillion in assets under management. For more information, please visit www.caissallc.com .

Link:

ClickThru

About Business Wire

Business Wire
Business Wire
101 California Street, 20th Floor
CA 94111 San Francisco

http://businesswire.com

Subscribe to releases from Business Wire

Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.

Latest releases from Business Wire

SES Announces Results of the Annual General Meeting2.4.2026 16:49:00 CEST | Press release

SES (the “Company”) held the Annual General Meeting (“AGM”) of Shareholders today in Betzdorf, Luxembourg. Following the recommendations made by the Board of Directors of SES, the shareholders have voted in favor of all resolutions, including the Company’s 2025 annual accounts and the proposed annual dividend of EUR 0.50 per A-share (EUR 0.20 per B-share). The total dividend amount comprises the interim dividend of EUR 0.25 per A-share (EUR 0.10 per B-share), which has already been paid to shareholders on October 16, 2025. The final dividend of EUR 0.25 per A-share (EUR 0.10 per B-share) will be paid to shareholders on April 16, 2026. “I would like to sincerely thank our shareholders for their active engagement, visionary support and continued confidence in SES’ strategy,” said Adel Al-Saleh, CEO of SES. “The outcomes of today’s AGM underscore our shared commitment to a bold multi-orbit approach, with Medium Earth Orbit as the strategic backbone of a dynamically evolving global interco

Andersen Consulting styrker sine kompetencer med tilføjelsen af Lukkap2.4.2026 16:31:00 CEST | Pressemeddelelse

Andersen Consulting tilføjer samarbejdspartneren Lukkap, et konsulenthus med fokus på oplevelsesdrevne kompetencer, der er tilpasset kundernes skiftende behov inden for transformation af medarbejdere, kunder og det digitale område. Lukkap, der blev stiftet i 2009 og har hovedsæde i Spanien, leverer integrerede løsninger, der hjælper organisationer med at transformere, hvordan de betjener kunder, engagerer medarbejdere og frigør værdi gennem adfærdsindsigt og dataanalyse. Virksomhedens tværfaglige tilgang spænder over nytænkning af kunderejsen, effektive programmer for medarbejderoplevelser, talent- og ledelsesudvikling, prædiktiv analyse samt omfattende outplacement- og transitionsydelser. Lukkap arbejder på tværs af sektorer — herunder sundhedsvæsen, medicinalindustri, forbrugsgoder, detailhandel, finans og bankvæsen — for at opbygge menneskecentrerede strategier, der skaber målbare forretningsresultater. "Ved at kombinere vores erfaringsdrevne metode med Andersen Consultings globale

Forrester: Three Years Into GenAI, Enterprises Are Still Chasing Its True Transformative Value2.4.2026 16:00:00 CEST | Press release

Low AI fluency, uneven adoption, and marginal productivity gains are limiting enterprise-scale impact According to Forrester’s (Nasdaq: FORR) latest report, Accelerate Your AI Voyage, most enterprises are struggling to turn growing AI adoption and investment into measurable business impact. One of the key factors holding businesses back is low artificial intelligence quotient (AIQ) — Forrester’s measure of AI aptitude — with many employees lacking a clear understanding of how to use AI. Other barriers include an overemphasis on productivity-focused use cases, difficulty measuring impact, and siloed adoption within individual functions. While these challenges can leave firms frozen in doubt or indecision, the wait-and-see approach to AI adoption is no longer viable. To unlock AI’s full potential, organizations need to focus on four key areas: Define the business outcomes and success metrics for what they want AI to achieve; identify specific use cases for AI deployment aligned to those

The LYCRA Company Announces Strategic Partnership on Renewable LYCRA® Fiber2.4.2026 15:00:00 CEST | Press release

Agreement with Texhong Advances Sustainable Fiber Applications The LYCRA Company, a global leader in innovative and sustainable fiber solutions for the apparel and personal care industries, today announced the signing of a strategic partnership agreement with Texhong International Group Limited (“Texhong”), one of the world’s largest suppliers of core-spun cotton textiles. Under the agreement, Texhong will exclusively partner with The LYCRA Company to bring Renewable LYCRA® fiber made with 30 percent plant-based content* to China’s core-spun yarn sector. This collaboration aims to accelerate the adoption of bio-derived spandex across the global apparel and textile industry. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260402505834/en/ The LYCRA Company announced a strategic partnership with Texhong International Group for renewable LYCRA® fiber. Pictured at the signing ceremony held in Shanghai (left to right): Jason Wang,

Brightfin Unifies Brand Following Proven Optics Merger, Delivering a New Standard for Technology Cost Optimization2.4.2026 15:00:00 CEST | Press release

New identity reflects expanded vision to help CIOs “See Clearly. Spend Better.” Brightfin today announced that, following its merger with Proven Optics, the combined company will operate under a single brand: Brightfin. The unified company brings together deep expertise in Technology Expense Management (TEM) and IT Financial Management (ITFM) to help organizations better understand, manage, and reduce total technology spend. Technology spending will exceed $6 Trillion this year, and for most organizations, it remains one of the least understood. CIOs can tell you what they’re spending. Far fewer can tell you whether it’s working. “Over the past several months, we’ve brought these two businesses together around a shared purpose: help enterprise businesses better understand and optimize their technology spend,” said Joel Martins, CEO of Brightfin. “What we are seeing now is a shift. Visibility alone isn’t enough. Teams need to be able to act, tied to real financial outcomes. See Clearly.

In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.

Visit our pressroom
World GlobeA line styled icon from Orion Icon Library.HiddenA line styled icon from Orion Icon Library.Eye