Modern Ratings for Modern Investors
Individual investors are taking on a greater share of the responsibility for securing their financial future. These investors and the financial advisors they trust need the tools to make smarter investment decisions as they seek better investment outcomes.
Individual investors and their financial advisors are watching – are your funds rated?
Mercer FundWatch is an investment ratings service providing research and ratings on funds available to individual investors and financial advisors.
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.
How to make Mercer FundWatch work for you
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