• Rankings through the lens of Mercer universes
• How Mercer investment ratings are distributed in each universe
• Negotiated fees paid by Mercer clients
• Your actual ESG ratings from Mercer + those of competitors
Know How You Rank
With even more transparency into how your products stack up:
Mercer Trends: Deeper Data, Broader Insight
Mercer Trends gives you more intelligence for positioning your products, based on more transparency into how your strategies are perceived in the marketplace and how they rank versus peers across multiple dimensions, from performance to fees to ESG ratings.
Performance in context
See your strategies as consultants and investors do, relative to peers through universes constructed by Mercer researchers.
Mandate and research trends
Understand the searches conducted by one of the largest consultants in the world, view asset allocation trends, and identify the universes being researched today for tomorrow’s decisions by Mercer clients.
Fees in context
Analyze your fee strategy with transparency into the actual fees paid by Mercer clients on over 3,000 portfolios globally, aggregated by account size and asset class.
ESG ratings
As ESG commitments are now a pivotal focus in client portfolios, get line-of-sight into your actual Mercer ESG ratings and those of peers, produced by the Mercer Manager Research boutiques, boasting 15+ years of experience.
Mercer Trends: Three Package Options
All accessed in eVestment
| Essentials | Enhanced | Premium | |
|---|---|---|---|
| Mercer universes | x | x | x |
| Mercer searches by asset class and geography | x | x | x |
| Research activity of Mercer consultants and clients at the universe level | x | x | x |
| Distribution of Mercer investment ratings by universe | x | x | x |
| Number of Operational Due Diligence reports commissioned by Mercer clients by universe | x | x | x |
| Actual Mercer ESG ratings for all rated products | x | x | |
| Negotiated fees paid by Mercer clients aggregated by universe and account size | x |
Subscribing to Mercer Trends has no impact on Mercer research, recommendations, ratings or client guidance. The ESG ratings expressed herein are the intellectual property of Mercer and are subject to change without notice. They are not intended to convey any guarantees as to the future performance of the investment products, asset classes or capital markets discussed. Past performance does not guarantee future results. Mercer’s ESG ratings do not constitute individualized investment advice. Mercer’s universes are intended to provide collective samples of strategies that best allow for robust peer group comparisons over a chosen timeframe. Mercer does not assert that the peer groups are wholly representative of and applicable to all strategies available to investors.
Market Lens + Mercer Trends work together.
As a complement to eVestment Market Lens, Mercer Trends gives asset managers deeper data and broader insight into the consultant perspective – conveniently accessed through the eVestment platform.
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Built on eVestment’s best in class platform, MercerInsight®, an alliance with eVestment, is a powerful digital platform designed to help sophisticated investors make better-informed decisions. The platform offers Mercer’s forward looking manager ratings and research along with data and analytics on a wide range of asset classes. Join many of the world’s largest asset owners on the platform today, and get access to the information you need for better decision-making.