Mercer >IS< is a suite of online tools used by private client advisers to efficiently
access institutional quality investment research. Mercer >IS< combines the strength
of one of the world’s largest investment consulting firms with the unique needs of
private client advisers.
Mercer >IS< usually forms one part of a broader range of services that Mercer provides
to private client advice organisations, such as private banks and
independent wealth management firms. For more information about Mercer's offer to private
client advisers, click here.
Mercer >IS< Research
Mercer >IS< Research is a comprehensive and customisable research package with qualitative research on
capital markets, managers and portfolio construction. It adapts Mercer’s institutional research
on managers, summarised with ratings for private client use. Advisers also have access to client-friendly reports such as
Fund Profiles, Research Profiles and Quarterly Reviews. Research on capital markets and
portfolio construction issues is adapted and presented as customised strategic asset allocations
and model portfolios.