Investment consultancy Mercer is partnering Morningstar to create an extensive research platform for retail and institutional investments. The deal will aggregate Morningstar’s research on products such as open-end funds and ETFs with Mercer’s research on institutional investments. “Investors are increasingly looking at the performance of their investments in a more holistic way,” said Michael J. Miller, president of Mercer, which has been working closely with the investment firm since its founding in 1999.
Investment consultancy Mercer is partnering Morningstar to create an extensive research platform for retail and institutional investments. The deal will aggregate Morningstar’s research on products such as open-end funds and ETFs with Mercer’s research on institutional investments. The enlarged data offering, covering fund manager research, will be rolled out by region, debuting in the US early next year.