Mercer Bolsters Wealth Management Offer with New Services
22 6월 2013 - 3:06AM
Business Wire
Mercer has developed a High Volume Research (HVR) and High
Volume Monitoring (HVM) service as part of its roll-out of
investment services to the wealth management industry. Mercer’s HVR
and HVM give financial advisors and wealth management oversight on
potential issues in funds in which their clients are invested.
Mercer’s HVR service provides a bespoke high-level review of
funds rather than the traditional full manager research reports.
HVR aims to help wealth managers identify possible issues with the
funds in which they might invest client money. By comparison, HVM
is a regular monitoring service, where Mercer’s team will seek to
identify material changes with a fund which could impact client
outcomes.
“We have seen growing client demand in our Wealth Management
services, so we are investing time and resources in this area and
2013 will see us rolling out new services. HVM and HVR are more
accessible versions of our traditional consulting model and they
are already being used by a number of existing clients. Mercer’s
heritage and expertise put us in an exceptionally strong position
to help clients with investment activities they undertake for their
clients,” says Cara Williams, Senior Partner and Global Head of
Mercer’s Wealth Management service.
HVM and HVR are powerful tools allowing wealth managers to
access the material, strategies and intellectual capital used by
institutional investors and pension funds. With HVR, Mercer uses
the same intellectual capital that underpins Mercer’s four factor
research framework of idea generation, portfolio construction,
implementation and business management. HVR is delivered to clients
as a concise report.
According to Bev Sharp, Global Head of Retail Research, “This
approach can provide a base-level view of a fund and can help to
prioritize funds for deeper due diligence, if required. High-volume
monitoring (HVM) follows the same approach to identify material
changes in an investment team, strategy, or the firm and can be
conducted on a regular basis for clients. HVR and HVM services are
cost effective and time efficient for clients although it is not a
short-cut to manager research and will not result in a rating.”
The new services come in advance of the roll out of the Mercer
Advisor Portal (MAP) in September 2013. Wealth managers, private
client asset managers, private banks and financial advisors will be
able to access, through the portal, forward-looking,
institutional-quality research and analytical tools to help improve
the performance of their clients’ assets. The system was developed
as an alternative to strictly quantitative approaches to asset
allocation and manager selection.
Notes for Editors
Mercer’s Investment business is built on the company’s global
approach to research in which it has invested heavily. Mercer
currently has four investment research boutiques with each focused
on a category of strategies equities, bonds, alternatives and real
estate. Mercer employs over 100 full-time manager research
professionals, many with actual fund management experience.
Boutique members are experts in their own markets and asset class
characteristics, giving each boutique a depth of research which
complements Mercer’s renowned breadth of research. Members are
located around the world and share information and research with
their colleagues on a global basis. They are responsible for
research, advice across all aspects of asset class investment and
implementations, including due diligence on managers, strategies
and funds, structure of asset class allocations, research on
specific asset class investment trends and opportunities, advice on
portfolio structuring, due diligence and assistance with fee and
mandate negotiation, ongoing monitoring of investment managers and
client portfolios, including regular updates on performance.
About Mercer
Mercer is a global consulting leader in talent, health,
retirement and investments. Mercer helps clients around the world
advance the health, wealth and performance of their most vital
asset – their people. Mercer’s 20,000 employees are based in more
than 40 countries. Mercer is a wholly owned subsidiary of Marsh
& McLennan Companies (NYSE: MMC), a global team of professional
services companies offering clients advice and solutions in the
areas of risk, strategy and human capital. With 53,000 employees
worldwide and annual revenue exceeding $10 billion, Marsh &
McLennan Companies is also the parent company of Marsh, a global
leader in insurance broking and risk management; Guy Carpenter, a
global leader in providing risk and reinsurance intermediary
services; and Oliver Wyman, a global leader in management
consulting. For more information, visit www.mercer.com. Follow
Mercer on Twitter @MercerInsights.
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