Institutional Strategy Data and Research from Mercer
Investing for What’s Next
The alliance brings together a wide breadth of qualitative and quantitative financial data and research from Morningstar and Mercer onto one platform, giving wealth management, institutional consultant, and asset management professionals a shared lens through which to conduct rich analysis.
See What You Can Do With Expanded Coverage
Deliver More Opportunities to Your Clients
Eliminate manual coordination across platforms by surfacing institutional strategy data and qualitative research through one platform.
Gain accurate and timely data to surface holdings and fees for institutional strategies.
Diversify investments across institutional-focused products.
Gain an integrated view of a quantitative dataset aligned to long-term qualitative analysis.
The more that we can put within one system that makes it user friendly, that has the information we think will benefit our outcomes… Then I’d say that that is the ideal situation.
Brian Raymond, Chief Investment Officer ABG Michigan—Regional service office of one of the largest retirement plan administration organizations in the United States.
How You Can Get It
Users of the web-based editions of Morningstar Direct can access Mercer data and research as an add-on.