Navigate uncertain markets with investment manager research
Identifying Alpha with investment manager research
We go beyond performance numbers to provide forward-looking insights that span the diversity of the global economy and allow you to introduce new investment ideas to your clients.
Active management seeks to generate repeatable excess return. However, it is rare. At Mercer, we believe that using an investment manager research process may enhance the probability of identifying alpha. Our process is:
Discovering the most compelling managers
More timeWe handle the investment manager research so you have more time to focus on client service and development.
More expertiseAs one of the largest investment consultant worldwide, we continually invest in our intellectual capital. That means we devote a great deal of effort to exploring new and smaller managers who are launching new strategies — the fund manager stars of tomorrow. And with our global reach, we’re able to meet them in-person anywhere in the world from New York to Sydney to Hong Kong and Singapore.
More in-depth researchWhile investment data available to financial intermediaries has been commoditized and does not distinguish one firm from another, Mercer’s deep investment manager research and due diligence process synthesizes not only the data but the insights from interviews to go beyond what’s publicly available. With more than 135 dedicated research professionals worldwide, we’re able to dive deep into the disciplines and seek the competitive edge of investment managers.
Our investment manager research process
We follow a highly rigorous and consistent research framework that helps enable objective and consistent comparison. The key factors we assess are:
- How strong is the manager’s ability to generate value-adding investment ideas?
- How effectively are these investment ideas translated into weighting in the portfolio?
- How much of the value-add is given back in the form of transaction costs and opportunity costs?
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