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.

Functionality

With Mercer >IS< Quant, you can:

• Generate performance figures for more than 10,000 funds and 50 market indices and manager averages as at any date;
• Chart performance in the following formats:
  • Growth of $10k
  • Rolling returns – total and excess (against any index or pre-set portfolio)
  • Returns and volatility – with income and growth splits
  • Returns and volatility scatter plot
  • Snail-trail (against any index or pre-set portfolio)
  • Quartile charts
  • Correlations
  • Incidence of negative returns;
• Create portfolios using funds and indices in any combination and chart performance in any format with any rebalancing setting;
• Change calculation settings such as periods, rolling periods, rebalancing etc and chart setting such as scale, headings etc; and
• Paste charts into any format and export data into Excel.

How much does it cost to subscribe?

Individual financial advisers can subscribe for around $2000 per annum.

More information?

Email mercerIS@mercer.com