Harris Fraser Group joins Mercer FundWatch

Harris Fraser Group joins Mercer FundWatch | Mercer 2019

Harris Fraser Group joins Mercer FundWatch

  • 2 August 2019
  • Hong Kong, Hong Kong

Mercer, a global consulting leader in advancing health, wealth and career, and a wholly owned subsidiary of Marsh and McLennan Companies (NYSE: MMC), has announced that a leading wealth management and investment firm, Harris Fraser Group, is among the latest group of fund industry participants to join Mercer FundWatchtm, the forward-looking fund ratings platform that delivers objective, institutional-grade investment fund research to individual investors and their financial advisors.

Mercer FundWatch was launched last year as a free-of-charge tool for members of the Singapore and Hong Kong investing public to make more informed investment decisions.

Janet Li, who heads Mercer’s Regional Wealth business in Asia, said Mercer FundWatch is a revolutionary information source that benefits fund managers and investors.

“A large and growing list of leading global and regional fund managers have submitted their funds to be rated because these firms see the significant value of our impartial research in enriching the quality of information in the market. At the same time, advisors like Harris Fraser want to ensure their clients have the best mix of data on funds,” said Ms Li.

The research pipeline continues to build with content on an increasing number of funds being available through the platform.

Tom Curtis, Mercer FundWatch Director, noted that the service was fundamentally different from other fund rating offerings.

“We apply the same rigorous qualitative research to reviewing a fund that we do when performing research for our institutional clients,” Mr Curtis said. 

“We are not primarily driven by past results and so a fund’s rating reflects our forward-looking view of how likely it is that it will outperform the relevant index over time. Rather than making recommendations, we provide investors and their advisors with impartial information so that they are empowered with data and insights to select a fund that suits their needs,” he said.

Andy Lam, Harris Fraser Group’s Managing Director of Investment Research, said that the firm’s participation in Mercer FundWatch was part of their commitment to educating their clients.

“Having been aware of Mercer’s institutional research and tools for many years, we know first-hand the depth of their expertise and the caliber of their research teams and products. Accessing Mercer’s unbiased reviews of funds provides our advisors with another arrow in the quiver as they work with clients to make informed investment decisions.”

More information is available at www.mercerfundwatch.com. Mercer’s research is impartial and not influenced by client relationships. For Mercer’s Conflicts of Interest policy, see 

https://www.mercer.com/clients/conflicts-of-interest-mercer-investments.html

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About Mercer

Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh & McLennan Companies (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people with 76,000 colleagues and annualized revenue approaching $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit www.mercer.com.hk.

About Harris Fraser Group 

The Harris Fraser Group specialises in wealth and investment management.

The Group’s mission is to be clients’ trusted wealth and investment management partner. Harris Fraser’s team of experts provides bespoke financial advice, backed by thorough research, to achieve clients’ financial goals. Their extensive and diversified services go beyond traditional financial offerings.

In 2018 Harris Fraser Group became the wholly owned subsidiary of Mason Group Holdings Limited (stock code: 273.HK).

For more information, visit www.harris-fraser.com.

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