HighTower, the nation’s destination of choice for entrepreneurial advisors seeking greater independence and practice control, is the first wealth management firm in the U.S. market to offer the Mercer Advisor Portal (MAP) to its advisors.
Mercer, a global consulting leader in talent, health, retirement and investments, in conjunction with Financial Express, developed MAP in order to bring institutional manager research methodology to the retail investment industry. MAP combines quantitative research capability with Mercer’s forward-looking institutional and qualitative analysis, essentially combining historical performance analysis with powerful forward-looking research. All retail daily pricing data will be provided by Lipper. MAP contains the research findings of Mercer’s more than 100 researchers based around the globe, who cover over 25,000 strategies.
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"The financial crisis highlighted the critical need for an evolution in investment selection and portfolio construction, and the Mercer Advisor Portal offers advisors an innovative alternative to traditional portfolio modeling approaches that rely primarily on quantitative analysis," said Matthias Paul Kuhlmey, Partner, Managing Director and Head of Global Investment Solutions at HighTower. "Mercer’s dedication to creating tools that improve advisor performance aligns perfectly with HighTower’s commitment to deliver innovation to its advisor partners through sophisticated investment selections, technology and research."
Mercer developed MAP as part of the ongoing growth of its wealth management consulting and solutions product suite during the past year. HighTower is a client of Mercer’s Sentinel? Group, which delivers tailored and robust consulting solutions to improve investment performance and governance.
"HighTower’s adoption of our platform enables them to provide their advisors with unique qualitative and forward-looking tools to choose best-in-breed investment managers and deliver on their commitment to clients," said Cara Williams, Senior Partner and Global Head of Wealth Management and Technology Solutions at Mercer. "Clients will benefit tremendously from their HighTower advisors having access to Mercer’s unparalleled institutional-grade research, which will help them make more informed decisions to achieve their financial goals."
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