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

Leverage our research, insights and expertise to help guide your investment strategy and decisions. With more than 200 research specialists on the ground, we offer comprehensive global and local coverage across a large range of managers and strategies.

Our propriety 5-year forward calendar shows projected and confirmed general partner (GP) fundraising activity to help you determine who is, or may be, coming back to market.

The platform enables you to undertake a quantitative analysis and compare products against peers, universe medians and benchmarks. You can do detailed screenings based on up to 4,000 data points, including performance, diversity and ESG metrics.

Make use of our qualitative ESG assessments, ratings, and in-depth ESG and diversity, equity and inclusion (DEI) data on thousands of strategies.

Build and schedule custom reports that update automatically on a schedule you choose. You’ll always have the latest figures and research at your fingertips.

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*

200+

over 200 researchers*

11K+

11,900+ ratings*

Access our insights for Asset Managers on the Nasdaq eVestment platform

Asset Managers are now able to access Mercer universes, strategy ESG ratings, aggregated fees of thousands of our clients and Mercer market intelligence through Mercer Trends. Find out more about our package options to determine which level is right for you: essentials, enhanced, or premium.
Access Mercer Trends

Related insights


     

    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.

       

      Contact us

    • 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.

       

      Contact us


    Speak to a consultant

    Contact us to discuss how the platform can help guide your decision-making. 

     
    *Mercer credentials as at 31 December 2023