During the interactive session we have planned for you, we will discuss the three different levels of research offered by Mercer. This ranges from desk-based research which can be conducted quickly on a large number of strategies, to deep-dive due diligence where a formal rating is required. Using examples of client engagements we will illustrate how these different levels of research can be used to effectively satisfy clients’ varying needs, and allow them to meet time and budget constraints.
Cara Williams, Mercer’s Global Head of Wealth Management and Technology Solutions, and Beverly Sharp, Mercer’s Global Leader for Retail Research will be visiting Singapore and joining us at this event.
Cara Williams - Cara drives the global strategy, client engagements, retail research and technology development of Mercer's proposition for financial intermediaries and retail platforms.
Beverly Sharp - Bev is responsible for all the research provided to our wealth management clients, servicing over 100 clients comprising some of the world's leading private banks, wealth management firms, and platforms.