Wealth and Investments

Financial Intermediary Partnerships

Competing in the Era of Rising Expectations and Diminishing Resources

Opportunity costs are difficult to measure. How do you account for the loss of potential new customers when wealth managers spend their time grappling with regulations and intensifying competition?

Mercer Extends Your Knowledge

Wealth management firms and leading financial intermediaries use Mercer to take advantage of our research, advisory, and implementation services. We can help organizations bolster resources, generate investment ideas, perform due diligence, and even assess operational and fiduciary risks.

Research With a Competitive Edge

Much of the research available to financial intermediaries has been commoditized and does little to distinguish one firm from another. Mercer, with more than 120 research professionals worldwide, provides qualitative insights along with quantitative analysis:

  • The Global Investment Manager Database (GIMD™) delivers in-depth information on more than 5,000 fund managers’ abilities to successfully generate investment ideas in the separately managed account space across all asset classes.
  • Dedicated boutiques provide thorough, forward-looking insights for alternatives, bonds, equities, and real estate.
  • Mercer Viewpoint™ provides high-level qualitative insights across thousands of funds.
  • Mercer Manager Analysis Portal™ (Mercer MAP®) provides access to the qualitative research used by Mercer’s consultants. The “Head Office” version is designed for your in-house fund research team, whereas the white-label “Front Office” version gives advisors access to Mercer’s qualitative insights, portfolio construction, and client-ready presentation capabilities.

Fluid and Flexible

Working with Mercer is easy. We’ve developed a flexible approach to engagements that allows us to fluidly mesh with your exact needs — either behind the scenes or in a marquee role. If you’d like to find out more, complete the info box below.

Find Out How Mercer Can Help


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