Global consulting leader Mercer and independent investment research firm Morningstar have joined together to provide investors and advisors with a single global digital platform for institutional investment manager data, performance analytics and qualitative research.
“Investors and their advisors do not have comprehensive resources for institutional strategies research and data,” said Rich Nuzum, Global President, Mercer’s wealth business. “Working together with Morningstar, we can give investors and their advisors an extensive and deep view of their opportunity set and costs, empowering them to make better, overall investing decisions.”
Nazum said the alliance with Morningstar will bring a new level of transparency and insight to the industry and enable advisors and wealth managers to deliver holistic solutions to their clients.
Institutional consultants and investors, asset managers, and financial advisors will be able to access this new global data and research offering through Morningstar Direct. Mercer and Morningstar will be mapping research and data on institutional strategies held within MercerInsight to Morningstar Direct, creating a seamless link among strategy, vehicle data and analytics. The new offering will be rolled out by region, beginning in early 2019 in the United States.