NJ-BURGISS/CAISSA
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 .
View source version on businesswire.com: https://www.businesswire.com/news/home/20210913005161/en/
Link:
About Business Wire
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
Fabasoft Positioned as a Challenger in the 2026 Gartner® Magic Quadrant™ for Quality Management System Software22.1.2026 17:15:00 CET | Press release
Analyst firm publishes overview of providers of quality management software Fabasoft, a leading European cloud vendor for document and business process management, has been positioned as a Challenger with its Fabasoft Approve product by Gartner® in its first Magic Quadrant™ 2026 for Quality Management System Software. In the report, the analyst firm recognizes the company’s strengths and cautions. “Gartner defines the market for quality management system (QMS/eQMS) software as stand-alone digital solutions with embedded emerging technological capabilities that enable organizations to systematically manage, monitor and improve the quality of their products, processes and services.” In its independent report, the IT analyst firm evaluated 12 different vendors based on 15 weighted criteria. “We are delighted that Gartner has positioned our QMS as a Challenger. We see this as confirmation of our strategic direction and our technological innovations, particularly in the field of AI. At the
ClickHouse Announces Native Postgres Service, Offering a Unified Data Stack for Real-Time and AI-Driven Applications22.1.2026 17:00:00 CET | Press release
ClickHouse, Inc., the company behind the world’s fastest real-time analytical database, announced a high-performance, enterprise-grade Postgres service natively integrated with ClickHouse, delivering a unified data stack for developers building modern, real-time and AI-driven applications. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260122173204/en/ ClickHouse Co-Founders (left to right): Yury Izrailevsky, Aaron Katz, Alexey Milovidov The service is built in partnership with Ubicloud, Inc., an open-source cloud company delivering high-performance Postgres, led by a team with proven track record at Citus Data, Heroku, and Microsoft. This launch reinforces ClickHouse’s commitment to unifying transactional and analytical workloads on a single, scalable foundation. This announcement also builds on ClickHouse’s acquisition of PeerDB Inc. in 2024, a Postgres company whose technology is helping power real-time data synchronizati
World Governments Summit 2026 to Include Largest International Participation Yet22.1.2026 16:59:00 CET | Press release
WGS 2026 Hosts High Level Investment Forum Latin America & Caribbean, and World Laureates Summit's Global First The 2026 edition of the World Governments Summit (WGS) will host the largest ever international participation since its inception and convene several landmark forums, underlining its rising global stature and significance. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260122197654/en/ The 2026 edition of the World Governments Summit is set to welcome the largest-ever international participation in the Summit's history, including 35+ heads of state and 150+ governments, as well as landmark forums, such as the World Laureates Summit, that are marking their global debut (Photo: AETOSWire) The roster of world-leading corporations and knowledge institutions at the global forum includes the International Monetary Fund (IMF), International Finance Corporation (IFC), a member of The World Bank, as well as more than 35 hea
Tageos and Wiliot Partner to Accelerate Ambient IoT, Battery-Free BLE Sensing22.1.2026 16:07:00 CET | Press release
Strategic partnership unlocks latest advancements from Tageos’ Innovation Center of Excellence, starting with the battery-free EOS-654 BLE G3 inlay for Wiliot’s Gen3 IoT Pixel sensor and the Wiliot Intelligence Platform Tageos, a global leader in RFID and wireless IoT inlays and tags, today announced a strategic partnership with ambient IoT pioneer Wiliot. The first outcome of this collaboration is the launch of a new passive Bluetooth® Low Energy (BLE) inlay, the EOS-654 BLE G3. In response growing demand for real-time location and condition monitoring across retail and logistics supply chains, this inlay was developed to support large-scale deployment of Wiliot’s Gen3 IoT Pixel sensor and the Wiliot Intelligence Platform. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260122940104/en/ The new EOS-654 BLE G3 features a dual-band architecture operating at 2.4 GHz and sub-1 GHz. This inlay design enables longer-range energizi
ForecastEx Appoints Renowned Forecaster Dr. Philip Tetlock to Board of Directors22.1.2026 16:00:00 CET | Press release
ForecastEx Strengthens Commitment to Predictive Excellence and Market Innovation Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, announced the appointment of Dr. Philip Tetlock to the Board of Directors of ForecastEx. Dr. Tetlock is internationally recognized for his groundbreaking expertise in forecasting, probability-based judgment, and decision-making under uncertainty, which closely aligns with ForecastEx’s prediction market model. His presence on the Board strengthens ForecastEx’s governance and regulatory oversight, adding subject-matter expertise relevant to market integrity, risk management, and outcome resolution. Thomas Peterffy, Founder and Chairman of Interactive Brokers, stated: “We are pleased to welcome Dr. Philip Tetlock to the Board of Directors of ForecastEx. Prediction markets are founded on the uncertainty of the future and the probabilities associated with potential outcomes. By aggregating consensus probabilities, forecast contracts can
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