Mercer and Morningstar Form Alliance to Deliver Innovative Investment Research Platform
02 10월 2018 - 10:57PM
Business Wire
Newly formed alliance will introduce
powerful and comprehensive, digital platform for global investment
data, research and analytics
Mercer, a global consulting leader in advancing health, wealth
and career, and a wholly owned subsidiary of Marsh & McLennan
Companies (NYSE: MMC), and Morningstar, Inc. (NASDAQ: MORN), a
leading provider of independent investment research, today
announced an alliance to provide investors and advisors with a
single global digital platform for institutional investment manager
data, performance analytics and qualitative research. The new
alliance pairs Mercer’s broad global institutional manager data and
research with Morningstar’s independent research and data spanning
open-end mutual funds, exchange-traded funds, separately managed
accounts, and indexes.
“Investors and their advisors do not have comprehensive
resources for institutional strategies research and data. Working
together with Morningstar, we can give investors and their advisors
an extensive and deep view of their opportunity set and costs,
empowering them to make better, overall investing decisions,” said
Rich Nuzum, Global President, Mercer’s wealth business. “We chose
to collaborate with Morningstar because they understand the
changing landscape of financial advisors’ needs. Through this
alliance with Morningstar, we will bring a new level of
transparency and insight to the industry and enable advisors and
wealth managers to deliver holistic solutions to their
clients.”
Mercer and Morningstar’s collective business intelligence and
intellectual capital represents a robust source of global
investment manager data, performance analytics, qualitative
research, strategic research, information on investor trends, and
artificial intelligence applied to fund data.
“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 by region, beginning
in early 2019 in the United States.
About Mercer
Mercer delivers advice and technology-driven solutions that help
organizations meet the health, wealth and career needs of a
changing workforce. Mercer’s more than 23,000 employees are based
in 44 countries and the firm operates in over 130 countries. Mercer
is a wholly owned subsidiary of Marsh & McLennan Companies
(NYSE: MMC), the leading global professional services firm in the
areas of risk, strategy and people. With nearly 65,000 colleagues
and annual revenue over $14 billion, through its market-leading
companies including Marsh, Guy Carpenter and Oliver Wyman, Marsh
& McLennan helps clients navigate an increasingly dynamic and
complex environment. For more information, visit www.mercer.com.
Follow Mercer on Twitter @Mercer.
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent
investment research in North America, Europe, Australia, and Asia.
The company offers an extensive line of products and services for
individual investors, financial advisors, asset managers,
retirement plan providers and sponsors, and institutional investors
in the private capital markets. Morningstar provides data and
research insights on a wide range of investment offerings,
including managed investment products, publicly listed companies,
private capital markets, and real-time global market data.
Morningstar also offers investment management services through its
investment advisory subsidiaries, with more than $203 billion in
assets under advisement and management as of June 30, 2018. The
company has operations in 27 countries.
References above to Morningstar’s independent investment
research/qualitative research is produced by Morningstar Inc.’s
Research Group which consists of various wholly owned subsidiaries
of Morningstar, Inc. including, but not limited to, Morningstar
Research Services LLC.
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version on businesswire.com: https://www.businesswire.com/news/home/20181002005661/en/
Alayna Francis+44 207 178
3378Alayna.Francis@mercer.comorSasha Bigda+1 312
244-7493Sasha.Bigda@morningstar.com
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