Asset manager research and ratings
A trusted second opinion
MercerInsight®, an alliance with eVestment, is a powerful digital platform that provides forward-looking research and ratings along with data and analytics on asset managers and a wide range of asset classes across both public and private markets.
You can access ESG ratings, investment and operational due diligence reports on thousands of strategies. You can monitor your existing portfolio, or select new managers from a pool of candidates based on your criteria.
The platform is designed to give you a trusted second opinion, based on the extensive research efforts of hundreds of our professionals around the world. Leverage our insights to fuel your investment strategy and make informed decisions.
About the ratings process
To help asset owners navigate the investable universe we analyze 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*
60,000+ strategies*
over 200 researchers*
11,900+ ratings*
Introducing some of our team
Learn more about MercerInsight®
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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.
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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.
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