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Mercer and Morningstar Announce Investment Research Alliance

A newly formed alliance between global consulting leader Mercer and investment research firm Morningstar will establish a comprehensive, digital platform for institutional investment manager data, performance analytics and qualitative research.

According to an announcement by the firms, the new alliance will pair Mercer’s global institutional manager data and research with Morningstar’s independent research and data spanning open-end mutual funds, exchange-traded funds, separately managed accounts and indexes.

“Investors and their advisors 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,” Rich Nuzum, Global President, Mercer’s wealth business, said in the announcement.

The firms explain  contend that their collective business intelligence and intellectual capital “represents a robust source” of global investment manager data, performance analytics, qualitative research, strategic research, information on investor trends and artificial intelligence applied to fund data.

“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,” notes Tricia Rothschild, Chief Product Officer for Morningstar. “We selected Mercer for this venture to close that gap by developing a global solution that will help advisors, asset managers, and investment consultants focus decision-making and create new investment options for the end investor, driving stronger outcomes.”

Institutional consultants and investors, asset managers and financial advisors will be able to access the new data and research through Morningstar Direct. In addition, the firms say they will be mapping research and data on institutional strategies held within Mercer's MercerInsight offering to Morningstar Direct to create a seamless link. The new offering reportedly will be rolled out by region beginning early next year.