Mercer FundWatch: Modern Ratings for Modern Investors
Mercer FundWatch is an investment ratings service providing research and ratings on funds available to individual investors and financial advisors.
- Delivers high-quality, forward-looking research on funds and a simple rating system
- Focuses on the “exposure” a fund provides and net-of-fee future performance prospects
- Offers access to a Mercer news bulletin that highlights changes affecting rated funds
A Research-Driven Methodology
Our research process focuses on identifying alpha through the following methodology:
Research driven: Our forward-looking, research-intensive process builds on a deep understanding of each investment fund covered.
Repeatable: We use a robust and consistent framework to assess each fund’s capabilities.
Evidence based: We focus on characteristics that have been shown to enhance the probability of sustainable alpha generation, which can vary over time and by asset class.
Flexible: We use flexibility and past experience to focus on the relevant characteristics for a given fund.
- Get a star rating from a global leader in manager research
- Forward-looking methodology means even new funds can get a rating
- Highlight your top funds to investors
Financial advisors and fund distributors
- Enhance your existing due diligence process
- News bulletins help you stay ahead of investors’ questions and concerns
- Access research at your fingertips through the publically available website
Mercer FundWatch is an investment fund rating service only and does not offer for sale, solicit to buy, or facilitate any trading in, the investment funds rated. Mercer’s ratings do not constitute individualized investment advice. Mercer and its affiliates do not recommend any of the investment funds rated for any particular individual or institution that uses the service; investment decisions should be made in consultation with professional advisers and in consideration of a particular investor’s return objectives and tolerance for loss of investment. Investment funds fluctuate in value, and investors are subject to the risk of losing their entire investment. Past performance does not guarantee future results. Investors should read carefully the relevant offering documentation, which is not provided by Mercer FundWatch but is available from the investment fund or its distributor, prior to making an investment.
The investment funds rated on Mercer FundWatch are limited to those managers that have paid Mercer for their funds to be rated, and therefore do not include all investment funds that may be available to, or suitable for, a particular investor. The managers can elect to have these ratings published on the public website www.mercerfundwatch.com.
The findings, ratings and/or opinions expressed on Mercer FundWatch 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. Mercer has not conducted any operational risk assessments on the funds or the managers. Information contained herein has been obtained from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential or incidental damages), for any error, omission or inaccuracy in the data supplied by any third party. For the most recent approved ratings of an investment strategy, and a fuller explanation of their meanings, contact your Mercer representative.
Separate from Mercer FundWatch, Mercer and its affiliates may have significant business relationships with, and/or receive payments from investments managers for services provided, that create an incentive for Mercer FundWatch to assign favorable ratings to those investment managers. For Mercer’s conflict of interest disclosures, which set out how our conflicts are mitigated and managed, contact your Mercer representative or see www.mercer.com/conflictsofinterest