Mercer and Morningstar develop research platform

Global consulting firm Mercer and investment research company Morningstar are partnering on a digital investment management and research platform.

The new platform for investors and advisors will combine Mercer’s institutional manager data and research with Morningstar’s research and data on open-end mutual funds, ETFs and indexes, the release said.

Advisors will be able to access the new offering through Morningstar Direct, beginning in Canada and the U.S. in Q1 2019.

“Investors and their advisors do not have comprehensive resources for institutional strategies research and data,” said Rich Nuzum, global president of Mercer’s wealth business, in a release. “Working together with Morningstar, we can give investors and their advisors an extensive and deep view of their opportunity set and costs, empowering them to make better, overall investing decisions.” 

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