Mercer, the investment consultancy, is joining forces with research and data provider Morningstar to create a vast fund manager research platform that will cover retail and institutional investments. The tie-up between the two firms will see Morningstar, which provides financial and wealth management advisers with research on open-ended funds, exchange traded funds, separately managed accounts and indices, incorporate Mercer’s more institutional focused research on asset managers. ...
investment consultancy Mercer is partnering Morningstar to create an extensive data platform for retail and institutional investments . The deal will aggregate Morningstar ’s research on stocks such as open - market stocks and ETFs with Mercer ’s research on institutional investments . The enlarged data offering , covering fund management research , will be rolled out by region , starting in the US early next year .