Morningstar, Mercer engage in alliance

Morningstar, the funds data and research organisation, and Mercer, the consultant, have announced an alliance to offer a single global digital platform for institutional investment manager data, performance analytics and qualitative research.

The information will be accessible to institutional consultants, investors, asset managers and financial advisers through the Morningstar Direct service, which going forward will incorporate the research and data on institutional strategies held within MercerInsight. The service will initially be offered in the US in early 2019, before being rolled out to other regions.

Rich Nuzum, global president, Mercer’s wealth business, said: “Investors and their advisers do not have comprehensive resources for institutional strategies research and data. Working together with Morningstar, we can give investors and their advisors an extensive and deep view of their opportunity set and costs, empowering them to make better, overall investing decisions. We chose to collaborate with Morningstar because they understand the changing landscape of financial advisers’ needs. Through this alliance with Morningstar, we will bring a new level of transparency and insight to the industry and enable advisors and wealth managers to deliver holistic solutions to their clients.”

Tricia Rothschild, chief product officer, Morningstar, said: “Morningstar has a 35-year history of serving financial professionals in the pursuit of delivering the best possible outcomes for investors. We’ve seen how asset management firms, investment consultants, and wealth managers have struggled to find a comprehensive, forward-looking, qualitative research solution at the strategy and share-class level. We selected Mercer for this venture to close that gap by developing a global solution that will help advisers, asset managers, and investment consultants focus decision-making and create new investment options for the end investor, driving stronger outcomes.”


Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 17 years he has been based in London writing about funds and investments. From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope. Jonathan was awarded Editor of the Year at the Professional Publishers Association (PPA) Independent Publisher Awards 2017. Shortlisted for the same in 2016, he was also shortlisted in 2017 and 2015 for the broader PPA Awards category Editor of the Year (Business Media).

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