The boundaries between institutional and individual investors are blurring as financial intermediaries and advisors face pressure to deliver high-quality products at lower, more transparent costs to their clients.
Sophisticated investors and financial advisors must be able to evaluate an increasing and changing universe of investment managers and products. Having the right tools to save time when creating customized analysis and reporting, as well as deliver distinctive investment opportunities for clients, is critical.
Mercer and Morningstar have created an alliance to provide financial advisors and institutional investors with a single, integrated view of all strategies through MercerInsight.
Advisors and Institutional investors can now surface investment data, research, and analytical tools that focus on institutional investments through Morningstar DirectSM as an add-on, consolidating disparate platforms and sources of data and research. Most important, the combination brings a more comprehensive, quantitative dataset aligned to substantial, long-term qualitative analysis, and can help advisors and institutional investors drive better financial outcomes relative to their clients’ goals.
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