How Mercury iFunds™ is Disrupting the Big Banks in Alternative InvestmentsPosted by
Mercury Capital Advisors is among the world’s elite capital raising enterprises. Specializing in the placement of alternative investments with sovereign wealth funds, endowments, pension funds, family offices, and foundations, Mercury is taking the road less traveled – the road of providing institutional pricing and expanded access to leadingedge alternative investments to the RIA community. Introducing Mercury iFunds™ – an integrated, intuitive, mobile-responsive fintech platform of curated institutionalquality offerings.
Leveraging its successful capital raising history, Mercury’s strategic decision to level the playing field in favor of RIAs against their counterparts at the big banks is consistent with insight from the likes of McKinsey & Company, Cambridge Associates, and others who are witnessing firsthand the shift to inclusion of alternatives in RIA portfolios. In its whitepaper, The $64 Trillion Convergence, McKinsey emphasizes that “the retail segment will be a primary driver of alternatives growth, particularly in the United States. High net worth individuals and the mass affluent are increasingly looking to hedge outside risks, protect principal, manage volatility, and generate income.” Moreover, Cambridge’s report, The 15% Frontier, underscores the benefits of having 15% or more of assets in private investments. Based on extensive client performance data amassed by Cambridge going back to the 1970s, they concluded “with confidence that higher allocations to private investments resulted in higher returns over the longer term, and [that] this benefit was achieved with remarkable consistency year after year.”