Asset manager research and ratings
A trusted second opinion
Our global team of more than 250 dedicated due diligence professionals is like an extension of your in-house expertise, providing a trusted second opinion. We conduct extensive due diligence on asset managers, across public and private markets globally, endeavouring to provide you with holistic and sound insights to help you narrow down the investable universe.
MercerInsight®, built using Nasdaq’s powerful technology, is the home of our asset manager ratings and research, and data and analytics on a wide range of asset classes. You can access Mercer ratings and operational due diligence reports on thousands of strategies and monitor existing asset managers, or select new ones based on your individual criteria.
Join many of the world's largest asset owners on the MercerInsight® platform today and gain access to information you may need to help you make decisions for your portfolio.
About the ratings process
To help asset owners navigate the investable universe, we analyse and rate asset managers and strategies as an A, B, C, or R; with A being the strongest that we believe has an above average prospect to outperform.
In addition to the overall strategy, we review the manager's operational risk and portfolio management, their focus and integration of environment, society and governance (ESG) factors and their overall track record. Each strategy is reviewed based on four factors:
- Idea generation: An asset manager's ability to generate value-add investment ideas
- Portfolio construction: Translation of investment ideas into portfolio allocation
- Implementation: Value-add lost in the form of transaction and opportunity costs
- Business management: Solid structure and management of investment processes
How the MercerInsight® platform could help guide your investment decisions
Learn how our client benefits from asset manager research
Access one of the largest institutional databases in the market
Over 13,000 managers*
Over 100,000 strategies*
Over 200 researchers*
11,400+ ratings*
Introducing some of our team
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This content on this website is provided for informational purposes only and should not be taken as advice or recommendation to buy or sell any specific investment product or services, including Mercer’s investment management services, or to enter into any portfolio management mandate with Mercer.
Any investment carries inherent risks and you should carefully consider your own investment objectives, financial situation, and needs before making any investment decision.
Past performance is not an indication of future performance.