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*
over 200 researchers*
Introducing some of our team
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