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Mercer >IS< is a suite of online tools used by private client advisers to efficiently access institutional quality investment research. Mercer >IS< combines the strength of one of the world’s largest investment consulting firms with the unique needs of private client advisers.

Mercer >IS< Research provides a package of qualitative research on managers, capital markets and portfolio construction that can be customised.

Mercer >IS< usually forms one part of a broader range of services that Mercer provides to private client advice organisations, such as private banks and independent wealth management firms. For more information about Mercer's offer to private client advisers, click here.

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. 

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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. 

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