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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. 


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