Dan Finan
Europe and Middle East Sales Representative
Asset manager research and ratings
We provide access to our forward-looking research library, including ESG ratings and operational due-diligence reports, along with data and analytics on asset managers and thousands of strategies across public and private markets. Leverage these insights to monitor existing asset managers, or select new ones, from a list matching your criteria.
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
10K+
over 10,000 managers*
60K+
60,000+ strategies*
250+
over 250 researchers*
11K+
11,900+ ratings*
Introducing some of our team
Ryan Hokanson
US and Canada Sales Representative
Ben Abell
Asia sales representative
Fergus Dorney
Australia and New Zealand Sales Representative
Learn more about MercerInsight®
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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.
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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
Contact us to discuss how the platform can help guide your decision-making.
Important
References to Mercer shall be construed to include MMC Financial Company (Mercer) and/or its associated companies.
© 2023 MMC Financial Company. All rights reserved.
This content may not be modified, sold or otherwise provided, in whole or in part, to any other person or entity without Mercer's prior written permission.
Mercer does not provide tax or legal advice. You should contact your tax advisor, accountant and/or attorney before making any decisions with tax or legal implications.
This does not constitute an offer to purchase or sell any securities.
The findings, ratings and/or opinions expressed herein are the intellectual property of Mercer and are subject to change without notice. They are not intended to convey any guarantees as to the future performance of the investment products, asset classes or capital markets discussed.
This does not contain investment advice relating to your particular circumstances. No investment decision should be made based on this information without first obtaining appropriate professional advice and considering your circumstances. Mercer provides recommendations based on the particular client's circumstances, investment objectives and needs. As such, investment results will vary and actual results may differ materially.
Past performance is no guarantee of future results. The value of investments can go down as well as up, and you may not get back the amount you have invested. Investments denominated in a foreign currency will fluctuate with the value of the currency. Certain investments, such as securities issued by small capitalization, foreign and emerging market issuers, real property, and illiquid, leveraged or high-yield funds, carry additional risks that should be considered before choosing an investment manager or making an investment decision.
Information contained herein may have been obtained from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential, or incidental damages) for any error, omission or inaccuracy in the data supplied by any third party.
For the most recent approved ratings of an investment strategy, and a fuller explanation of their meanings, contact your Mercer representative.
Mercer universes: Mercer’s universes are intended to provide collective samples of strategies that best allow for robust peer group comparisons over a chosen timeframe. Mercer does not assert that the peer groups are wholly representative of and applicable to all strategies available to investors.
Please see the following link for information on investment management index definitions.
Not all services mentioned are available in all jurisdictions. Please contact your Mercer representative for more information.
In the Kingdom of Saudi Arabia, Mercer’s Investment Services are delivered by MMC Financial Company (“MMCFC”). MMCFC is regulated by the Capital Market Authority (CMA), License No. 20-22238. MMCFC is incorporated in the Kingdom of Saudi Arabia, Commercial License No. 431210240571.
For the conflict of interest statement of Mercer Investments, of which MMCFC is a part, contact your Mercer representative or see https://www.mercer.com/conflictsofinterest.
