06 January, 2020

Financial intermediaries are looking to achieve the best results for clients and maximize their performance, while navigating the current industry landscape. Mercer and Morningstar have outlined five key areas that we believe financial intermediaries should consider when conducting business and serving clients in 2020.


Download this joint report to learn how to:


  • Facilitate strong governance
  • Evaluate an investment management firm’s approach to ESG
  • Evolve governance models
  • Leverage strategies and models for competitive differentiation
  • Gain cost efficiency through data


To learn more about our strategic alliance, visit our website or contact us below.


View our Important Notices


Download now

Mercer and Morningstar presents: Global Trends for Financial Intermediaries in 2020.

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