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.

Content

Mercer >IS< Research includes:

• Manager Research
  • Star Ratings - that adjust the qualitative Mercer Ratings for fees
  • Fund Profiles – with features, performance, asset allocation
  • Research Profiles – with Mercer Rating, philosophy, process and key observations
  • Quarterly Reviews – with changes to Mercer Rating/Views, compliance monitoring, performance, portfolio, style chart
• Capital Markets Research
  • Market Valuations – quarterly valuations of major asset classes with overvalued/undervalued signals
  • Market Reviews – monthly and quarterly commentary on markets
  • Market Outlook – monthly view from a specialist GTAA manager
• Strategic Research
  • Portfolio construction guidelines based on Mercer house views
  • Discussion papers on alternative asset classes and portfolio construction issues
• Adviser Tools
  • Model portfolios customised to preferred platforms
  • Product Reviews – of popular structured products
  • News & Views newsletter – summarising news for the month, articles based on discussion papers, product reviews, Mercer performance surveys

How much does it cost to subscribe?

Mercer >IS< usually forms part of a broader range of consulting services.

More information?

Email mercerIS@mercer.com