Mercer >IS< Research

Mercer >IS< Research is a comprehensive research package with qualitative research on capital markets, managers and portfolio construction. It adapts Mercer’s institutional research on managers, summarised as ratings for private client use by adjusting them for fees and showing as Mercer >IS< Star Ratings. Advisers also have access to client-friendly report such as Fund Profiles, Research Profiles and Quarterly Reviews. Research on capital markets and portfolio construction issues is adapted and presented as customised strategic asset allocations and model portfolios. 

Mercer >IS< Super

Mercer >IS< Super is an easy-to-use tool allowing advisers to comparing a wide range of super funds on investments, insurance, fees and services. The tool includes Mercer >IS< Super Indicative Star Ratings for all investment options available within super funds, based on Mercer’s institutional ratings on underlying managers and adjusted for fees. The Fee and Insurance Premium calculators allows advisers to customise the dollar fee comparison required by the regulator. Advisers can save time and minimise compliance risk by exporting the standard and customised information into pre-set Word templates. 

Mercer >IS< Quant

Mercer >IS< Quant is a flexible tool allowing advisers to chart the performance of funds, indices and portfolios in various formats such as rolling returns, snail-trails, quartile charts etc. Advisers can paste the charts directly into client reports and/or export the data into Excel. 

Insights

Mercer is the global leader for trusted HR and related financial advice, products and services. Mercer publishes a range of papers, some of which are relevant to the private client industry. Within its investment consulting business, the Strategic Research team investigates a broad range of issues relevant to portfolio structuring. While most of this research is available to clients only, we are proud to make some relevant papers available widely in the interest of promoting discussion.