Explaining Mercer’s rating process with Citywire

< Our Thinking Highlights | Wealth & Investments

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.

READ THE FULL ARTICLE >

Mercer New Zealand
Mercer Pacific

Mercer New Zealand

Mercer Pacific

Mercer is one of the world's leading firms for superannuation, investments, health and human resources consulting and products.

Across the Pacific, leading organisations look to Mercer for global insights, thought leadership and product innovation to help transform and grow their businesses.

Supported by our global team of 23,000, we help our clients challenge conventional thinking to create solutions that drive business results and make a difference in the lives of millions of people every day.

Speak with a Mercer Consultant

Wealth & Investment Insights

Explore Mercer's thinking, insights and perspectives on the critical issues that can help advance the health, wealth and careers of your organisation and employees.

REPORT

Responsible Investment

Are you a B.A.D. investor?

Download our free Starter Kit for insights on responsible investment and to find out how Mercer's solution model and implementation framework could get your organisation started on its responsible investment journey.

Learn More

REPORT

Endowments & Foundations

New Zealand Endowments & Foundations Report 2018

The Mercer Endowments & Foundations report comes at an interesting time for Endowments and Foundations. After a sustained period of strong investment returns, many Endowments and Foundations, particularly those with a meaningful allocation to growth assets, find themselves in a healthy financial position.

Learn More

REPORT

Investments

Annual Periodic Table of Investment Returns

Each year, Mercer produces its Periodic Table of investment returns. The Table colour-codes 16 major asset classes and ranks how each has performed, on an annual basis, over the last 10 years.

Learn More

Speak with a Mercer Consultant

To learn more about Mercer's Wealth and Investment services and solutions complete the form below and a Mercer Consultant will be in contact with you.

*Required Fields

Contact Us >

KIWISAVER >