Mercer's rating process with Citywire


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Explaining Mercer's rating process with Citywire




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.



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.

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