Mercer launches funds service for wealth managers

Mercer, an investment consultancy, has launched two services designed to monitor funds for wealth managers.

High Volume Research (HVR) and High Volume Monitoring (HVM) are designed to give managers oversight on potential issues in funds that their clients invest in.

The service is part of a Mercer drive to develop investment services for the wealth management industry.

HVR gives a high level view of funds and aims to help identify possible issues with the funds. HVM is a regular monitoring service, where Mercer’s team will seek to identify material changes with a fund which could impact client outcomes.

HVM and HVR are more accessible versions of Mercer’s traditional consulting model, says Cara Williams, global head of Mercer’s wealth management service.

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