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    Nasdaq eVestment™

    Mercer Trends: Deeper Data, Broader Insight

    Mercer Trends gives you more intelligence for positioning your products, based on more transparency into how your strategies are perceived in the marketplace and how they rank versus peers across multiple dimensions, from performance to fees to ESG ratings.

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    Overview

    Know How You Rank. With even more transparency into how your products stack up:

    Rankings through the lens of Mercer universes

    How Mercer investment ratings are distributed in each universe

    Negotiated fees paid by Mercer clients

    Your actual ESG ratings from Mercer + those of competitors

    Performance in context

    See your strategies as consultants and investors do, relative to peers through universes constructed by Mercer researchers.

    See your strategies as consultants and investors do, relative to peers through universes constructed by Mercer researchers.

    Mandate and research trends

    Understand the searches conducted by one of the largest consultants in the world, view asset allocation trends, and identify the universes being researched today for tomorrow’s decisions by Mercer clients.

    Understand the searches conducted by one of the largest consultants in the world, view asset allocation trends, and identify the universes being researched today for tomorrow’s decisions by Mercer clients.

    Fees in context

    Analyze your fee strategy with transparency into the actual fees paid by Mercer clients on over 3,000 portfolios globally, aggregated by account size and asset class.

    Analyze your fee strategy with transparency into the actual fees paid by Mercer clients on over 3,000 portfolios globally, aggregated by account size and asset class.

    ESG ratings

    As ESG commitments are now a pivotal focus in client portfolios, get line-of-sight into your actual Mercer ESG ratings and those of peers, produced by the Mercer Manager Research boutiques, boasting 15+ years of experience.

    As ESG commitments are now a pivotal focus in client portfolios, get line-of-sight into your actual Mercer ESG ratings and those of peers, produced by the Mercer Manager Research boutiques, boasting 15+ years of experience.

    All accessed in Nasdaq eVestment™

    Mercer Trends: Three Package Options

      Essentials Enhanced Premium
    Mercer universes x x x
    Mercer searches by asset class and geography x x x
    Research activity of Mercer consultants and clients at the universe level x x x
    Distribution of Mercer investment ratings by universe x x x
    Number of Operational Due Diligence reports commissioned by Mercer clients by universe x x x
    Actual Mercer ESG ratings for all rated products   x x
    Negotiated fees paid by Mercer clients aggregated by universe and account size     x

     

    Subscribing to Mercer Trends has no impact on Mercer research, recommendations, ratings or client guidance. The ESG ratings expressed herein 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. Past performance does not guarantee future results. Mercer’s ESG ratings do not constitute individualized investment advice. Mercer’s universes are intended to provide collective samples of strategies that best allow for robust peer group comparisons over a chosen timeframe. Mercer does not assert that the peer groups are wholly representative of and applicable to all strategies available to investors.

    Market Lens + Mercer Trends

    As a complement to Nasdaq eVestment Market Lens®, Mercer Trends gives asset managers deeper data and broader insight into the consultant perspective – conveniently accessed through the Nasdaq eVestment platform.

    Download Overview ->

    Built on Nasdaq eVestment’s best in class platform, MercerInsight®, an alliance with Nasdaq, is a powerful digital platform designed to help sophisticated investors make better-informed decisions. The platform offers Mercer’s forward looking manager ratings and research along with data and analytics on a wide range of asset classes. Join many of the world’s largest asset owners on the platform today, and get access to the information you need for better decision-making.

    LEARN MORE >

     

    Please reach out to your local Mercer representative with any questions, comments or training requirements using the details below.

    Americas:

    Canada
    Email: support.canada@mercerinsight.com
    Phone: +1 416 868 7381

    US
    Email: support.us@mercerinsight.com
    Phone : +1 888 909 3879

    EMEA:

    Europe, Middle East and Africa
    Email: support.europe@mercerinsight.com
    Phone: +44 20 7178 3625

    APAC:

    Australia/New Zealand
    Email: support.anz@mercerinsight.com
    Phone: +61 2 8864 6631

    Asia
    Email: support.asia@mercerinsight.com
    Phone: +65 6398 2459

    Japan
    Email: support.japan@mercerinsight.com
    Phone: +81 3 6775 6515

    In early 2021, Mercer and Nasdaq eVestment entered into an alliance to bring greater transparency and new efficiencies to the institutional market. The express goals were to make it easier for asset owners to access more data for fact-based decision making and to make it easier for managers to provide the data asset owners and consultants require for due diligence.

    An immediate benefit of this alliance is that asset owners will have the option of accessing Mercer ratings and research through Nasdaq eVestment platforms. This offering brings together trusted data and robust analytics from Nasdaq eVestment with forward-looking research from Mercer in a single access point, simplifying the investor due diligence workflow. (Asset owners who are not Nasdaq eVestment subscribers will continue to receive Mercer research directly from Mercer.)

    Platform development and functionality will be released in several phases, with anticipated completion in the second half of 2022. The alliance will result in the creation of a new co-branded solution for Mercer’s asset owner clients, MercerInsight – a digital alliance with Nasdaq eVestment, built on Nasdaq eVestment’s platform technology, and the existing MercerInsight platform will ultimately be retired.

    In addition, Mercer’s GIMD will be combined with the Nasdaq eVestment dataset, creating a new global source of data for the institutional market with unprecedented coverage, and Mercer’s GIMD will ultimately be retired. At that point, managers that report to Mercer’s GIMD will report exclusively to Nasdaq eVestment’s Input Portal, easing the burden of data submission for managers that currently report to both Mercer’s GIMD and Nasdaq eVestment’s Input Portal.

    General Questions

    Over the past 25 years, Mercer and Nasdaq eVestment have each worked to develop their own databases to support due-diligence and better outcomes for institutional investors. One result has been complex workflows for asset owners having to consult multiple data sources. Another result has been a complicated process for managers having to report data to both Mercer and Nasdaq eVestment. Mercer has decided to exit its data collection service, and so by end of 2022 this alliance will solve these issues for the institutional investing community.

    The alliance combines each firm’s value propositions: Mercer on providing advisory and discretionary services as well and forward-looking research; Nasdaq eVestment on collecting, managing and structuring industry-leading data and technology.

    No, Nasdaq eVestment and Mercer are not merging, and there has been no acquisition. Rather, Nasdaq eVestment and Mercer are forming an alliance.

    The alliance will deliver significant enhancements to MercerInsight platform clients, including improved data coverage, enhanced screening, sharing, analytical functionality, and reporting capabilities across traditional, hedge fund and private markets through the new platform, MercerInsight – a digital alliance with Nasdaq eVestment. The new platform will be introduced later in 2021, with phased releases, culminating in a full replacement of the legacy MercerInsight platform, which is expected to occur in 2022.

    During the implementation phases of the alliance, the Nasdaq eVestment platform and Input Portal will be expanded to include new data fields. This expanded data coverage will be available to all Nasdaq eVestment clients. Nasdaq eVestment clients that also subscribe to Mercer research will be able to consume the Mercer universes, ratings and research through Nasdaq eVestment. In addition, Nasdaq eVestment manager clients will be able to subscribe to certain Mercer content directly through Nasdaq eVestment.

    We will work closely with you as we transition to the new platform, MercerInsight – a digital alliance with Nasdaq eVestment, taking into consideration your individual needs and the features and data you use today. You’ll receive individual communications with more detailed information. In the meantime, you’ll continue to log in to the existing MercerInsight platform and use it as you always have.

    Effective immediately, you will be able to access the current content you receive from Mercer (asset manager research and ratings) through both the MercerInsight platform and (upon your request to Mercer) the Nasdaq eVestment platform(s). If you elect to consume this Mercer content in Nasdaq eVestment, you will also receive the Nasdaq eVestment datasets that correspond to such Mercer content. Throughout the alliance implementation, Nasdaq eVestment data will be expanded to include new data points and coverage of new products and managers, and you will receive that data through eVestment as well.

    Please contact your MercerInsight regional helpdesks to request access to Mercer content in Nasdaq eVestment; please note that Nasdaq eVestment does not know what you receive through your subscription to Mercer and cannot handle any access enablement without Mercer’s express instruction to Nasdaq eVestment. Similarly, Mercer is not aware of what you receive through your subscription to Nasdaq eVestment.

    You will continue to have access to your current level of content (Mercer peer groups (universes), asset flows and trends data, as applicable). In addition, Mercer is pleased to offer asset managers the opportunity to access a wealth of new Mercer modules, including Mercer ESG Ratings, Mercer Actual Fees, Research Downloads, ORA Distribution Summary and Ratings Distribution Summary. Mercer will be contacting each of its asset manager clients individually with more detailed information.

    From the fourth quarter of 2021, existing manager subscribers to both MercerInsight and Nasdaq eVestment will be offered streamlined access to the new Mercer modules alongside Nasdaq eVestment’s data and analytics.

    Mercer is retiring GIMD, the technology used by asset managers to submit data and information to Mercer about their business and investment strategies, but it will continue to operate until late 2022. It is therefore important to continue to update GIMD, as Mercer users and Mercer subscribers will continue to use MercerInsight until the migration is complete.

    Mercer’s internal users, and subscribers to MercerInsight, will continue to use the data submitted by asset managers to GIMD until late 2022, so it is important managers continue to update GIMD until advised otherwise. Asset managers will be contacted about the transition process.

    Asset Owner-Specific Questions

    Yes, there will be no changes, and all queries can continue to be sent, as presently, to your MercerInsight contact or the regional helpdesks.

     

    No, this alliance does not impact Mercer’s rating process or rating scale

     

    The data set(s) that will be accessible through MercerInsight – a digital alliance with Nasdaq eVestment will include the Nasdaq eVestment dataset(s) that correspond to those you currently subscribe to through MercerInsight. For example, if you subscribe to Equity and Hedge Fund asset classes from Mercer today, you will have access to Nasdaq eVestment’s regional and alternative data sets when you are migrated to the new platform; if you currently subscribe to Equity and Fixed Income asset classes from Mercer, you will have access to Nasdaq eVestment’s regional data packages; if you subscribe to Mercer’s Hedge Fund package only, you will have access to Nasdaq eVestment’s Alternatives data.

    Yes, the daily email alert functionality will continue.

    Asset Manager-Specific Questions

    Commencing later in 2021, you will be able to access your current Mercer content through Nasdaq eVestment and subscribe to new Mercer content offerings, all through the Nasdaq eVestment platform, consolidating data and intelligence with robust analytics in a single platform.

     

    You will continue to access Mercer content directly from Mercer and have opportunities to subscribe to new Mercer offerings moving forward.

    Asset Manager GIMD Data Entry-Specific Questions

    No! Once development work is complete, managers need report only to Nasdaq eVestment. You will receive more information about the data fields, timelines and migration process later this year. In the meantime, please continue to populate GIMD as you always have.

    Until the transition, you will continue to populate both systems. After the transition is complete (anticipated for late 2022), you will populate Nasdaq eVestment only.

    Populating both GIMD and Nasdaq eVestment until the transition ensures that your strategies are in front of Mercer’s internal users and MercerInsight subscribers, as well as Nasdaq eVestment’s consultant and asset owner users. Until the transition is complete (anticipated for late 2022), MercerInsight subscribers will only see the data submitted to GIMD and Nasdaq eVestment subscribers will only see the data submitted to Nasdaq eVestment input.

    Yes – there will be no change to Mercer’s manager research process.

    Until GIMD is retired (anticipated for late 2022), Nasdaq eVestment Omni will continue to populate GIMD. Your Omni relationship manager will consult with you on your database marketing strategy in light of GIMD’s retirement toward the end of 2022.

     

    Until GIMD is retired, investment managers should continue to contact the GIMD support channels for GIMD-related questions, and the Nasdaq eVestment support channels for Nasdaq eVestment-related questions. Once the transition is complete, Nasdaq eVestment will support reporting managers.

    The strategies of managers that do not report to Nasdaq eVestment following the transition in late 2022 will not be visible to Mercer’s internal users and subscribers of MercerInsight – a digital alliance with Nasdaq  eVestment.