Asset Management

Mercer and Morningstar join forces on fund manager research

Tie-up could lead to more business wins for the research houses’ favoured fund managers

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.

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