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, to provide you with holistic and sound insights while helping you narrow down the investable universe.
MercerInsight®, built using Nasdaq’s powerful technology, is the home of our manager ratings and research, and data and analytics on a wide range of asset classes. You can access ESG ratings and operational due diligence reports on thousands of strategies and monitor existing managers, or select new ones based on your individual criteria.
Join many of the world's largest asset owners on the platform today and get access to the information you 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 ESG and diversity, equity and inclusion considerations and their overall track record. Each strategy is reviewed based on four factors:
- Idea generation: A 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 our 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 10,000 managers*
60,000+ strategies*
over 200 researchers*
11,900+ ratings*
Introducing some of our team
Learn more about MercerInsight®
-
Request a complimentary report
Discover the value of our asset manager and strategy insights by requesting a complementary forward-looking research report on an asset manager and strategy of your choice. Fill in the contact us form and we’ll be in touch.
-
Request a complimentary analysis
Find out how your portfolio stacks up against our research specialists’ ratings. We’ll highlight opportunities for you to leverage our insights and how our due diligence could help you select new investment strategies. Fill in a contact us form and we’ll be in touch.
Speak to a consultant
Before accessing this website you must read and accept the following terms and legal notices.
You are about to enter a website intended for sophisticated institutional investors based in Hong Kong and the information contained herein is only intended for investors who are Institutional or Corporate Professional Investors as defined in the Securities and Futures Ordinance, Cap 571 Laws of Hong Kong and the Securities and Futures (Professional Investors) Rules. Any person unable to accept these terms and conditions should not proceed any further.
In Hong Kong, Mercers Outsourced Chief Investment Officer, Delegated Solutions and other Investment Services delivered through Mercer Funds are delivered by Mercer Investments (HK) Limited (“MIHK”). MIHK is authorized by the Securities and Futures Commission to undertake Type-1 (dealing in securities), Type-4 (advising on securities) and Type-9 (asset management) regulated activities in Hong Kong subject to the limitations set forth at https://apps.sfc.hk/publicregWeb/corp/ALR969/details. MIHK is registered with the Mandatory Provident Fund Schemes Authority as a principal intermediary. MIHK is registered in Korea with the Financial Services Commission as a Cross-Border Discretionary Investment Management business and as a Cross-Border Investment Advisory business.
Information about Mercer strategies and solutions is provided for informational purposes only and does not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities, or an offer, invitation or solicitation of any specific products or the investment management services of Mercer, or an offer or invitation to enter into any portfolio management mandate with Mercer. None of the content on Mercer.Com should be considered as advice. No actions should be taken based on this content without first obtaining professional advice. Mercer makes no representation, and it should not be assumed, that past investment performance is an indication of future results. Moreover, wherever there is the potential for profit there is also the possibility of loss. Past performance does not guarantee future results. The value of investments can go down as well as up, so you could get back less than you invest.
Mercer reserves the right to suspend or withdraw access to any page(s) included on this Website without notice at any time and accepts no liability if, for any reason, these pages are unavailable at any time or for any period. The solutions, products and services described in these pages are not available in all jurisdictions.