Morningstar, a leading provider of independent investment research, and Mercer, a global consulting leader in advancing health, wealth and career, announced an alliance to provide investors and advisors with a single global platform for institutional investment manager data, performance analytics and qualitative research.
“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,” said Tricia Rothschild, Chief Product Officer, 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 this new global data and research offering through Morningstar Direct. Mercer and Morningstar will be mapping research and data on institutional strategies held within MercerInsight to Morningstar Direct, creating a seamless link amongst strategy, vehicle data and analytics. The new offering will be rolled out regionally, beginning in early 2019 in the United States.
