Institutional Strategy
Data and Research from Mercer

Investing for What’s Next

The alliance brings together a wide breadth of qualitative and quantitative financial data and research from Morningstar and Mercer onto one platform, giving wealth management, institutional consultant, and asset management professionals a shared lens through which to conduct rich analysis.

See What You Can Do With Expanded Coverage

Deliver More Opportunities to Your Clients

Eliminate manual coordination across platforms by surfacing institutional strategy data and qualitative research through one platform.

Diversify investments across institutional-focused products.

Gain an integrated view of a quantitative dataset aligned to long-term qualitative analysis.

Start Quote Mark The more that we can put within one system that makes it user friendly, that has the information we think will benefit our outcomes… Then I’d say that that is the ideal situation. End Quote Mark

Brian Raymond, Chief Investment Officer
ABG Michigan—Regional service office of one of the largest retirement plan administration organizations in the United States.

How You Can Get It

Users of the web-based editions of Morningstar Direct can access Mercer data and research as an add-on.

Wealth Management

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Asset Management

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Asset managers can gain access to Mercer data only. This add-on will enter you into an additional agreement with Mercer.

Ready to See for Yourself?