Explaining Mercer’s rating process with Citywire | Mercer New Zealand

Explaining Mercer’s rating process with Citywire

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Explaining Mercer’s rating process with Citywire

CITYWIRE – VICKY GE HUANG

Mercer’s Deb Clarke, Global Head of Investment Research, and Sean Chatburn, Head of North American Equity Research, are featured in the May 20 edition of Citywire, where they discuss their stringent investment strategy selection and rating process, and what it takes for a portfolio manager to get a high conviction rating from them.


"If we give our clients’ money to an asset manager, we want that asset management firm to be run in a way that increases the likelihood our clients’ money will still be managed by the same people in five or 10 years’ time,” Clarke says. “We really want to see good, strong business management, and by that, we mean our clients’ interests and the asset managers’ interests need to align."

What’s a key ability that managers need to demonstrate to Clarke and Chatburn? Read the full article to find out.

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