|
Investor provider advice
We provide high quality research and advice to providers of investment management services on the selection of third party investment products. These clients (collectively known as Third Party Providers or TPPs) include fund managers, private banks, funds-of-funds, managers-of-managers, independent advisers, financial planners, and fund supermarkets, whose strategy is to outsource all or part of the investment management function. We advise on both separate account and pooled fund products. Ultimately, the beneficiaries of this advice will be the end users, viz, retail customers and pension fund members, increasingly defined contribution members.
We have many years' experience designing specialist manager structures for our pension clients, as well as extensive knowledge of fund manager capabilities. By combining these skills, advice to investment providers on single and multi-manager selection is a logical extension of our traditional investment consulting business.
We vary our services to suit the widely
varying needs of our Third Party Provider clients and the regulatory environment
in which they operate. At its simplest, the client subscribes to access
directly our research database including our research notes and ratings of
manager strategies. We also assist with the structuring and monitoring of
multi-product offerings, using our performance and style-based analytics to
identify the mix of managers and products best suited to the provider's
strategy. We also provide performance reporting modules.
|
|
 |
Terms of use | Privacy |
Help | Site map | Mercer's Client Extranet©2009 Mercer LLC, All Rights Reserved |
