AQUMON to enhance Investment Analysis Tools through FundWatch
June 27, 2025 |
AEF |
Portfolio
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AQUMON is delighted to announce a strategic collaboration with, Mercer, a business of Marsh McLennan and a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. AQUMON’sInvestEase.ai(www.investease.ai), will now include Mercer Fundwatch™ qualitative investment research assessments and ratings on funds, to provide investors with a more robust framework for evaluating mutual funds within the wealth management and investment landscape.
Mercer FundWatch™ is a platform that harnesses two decades of global investment research expertise, utilizing comprehensive assessments from Mercer’s research team. It is designed to empower investors with the essential information they need to make informed decisions, thereby enhancing their understanding of the investment landscape.
By incorporating Mercer FundWatch™’s qualitative insights into AQUMON’sInvestEase.ai’s data-driven framework, investors have access to quantitative comprehensive performance evaluation paired with qualitative manager analysis, providing a fuller picture of fund suitability and potential.
The partnership reflects a broader trend in investment management, where blending advanced analytics with human expertise is increasingly vital for informed capital allocation. Investors gain access to a platform that not only ranks funds based on performance metrics but also contextualizes those rankings with strategic insights, facilitating more precise portfolio construction and ongoing monitoring.
AQUMON believed the integration of Mercer FundWatch™ emphasizes the importance of in advancing the tools available to the investment community. It aligns with our mutual focus on innovation, aiming to equip wealth management professionals with resources that enhance fiduciary oversight and client outcomes. The integrated platform serves as a practical solution for those seeking to optimize fund evaluation in an environment marked by complexity and rapidchange.Itunderscores a commitment to supporting sound decision-making in fund selection, portfolio diversification, and risk management.
