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Sawtooth teams with Mercer Investments to expand manager research capabilities


Wealth management platform Sawtooth Solutions (Sawtooth) has formed a strategic partnership with Mercer Investments, a specialist in institutional investment consulting, to expand its manager research capabilities.

This relationship will provide Sawtooth with access to Mercer’s manager research opinions and performance analytics. The agreement also allows for the distribution of research content to Sawtooth’s advisory clients, a unique arrangement for Mercer within the unified managed accounts (UMA) space.
In addition to leveraging Mercer’s vast investment research capabilities, Sawtooth will offer premium access to a specialised list of managers and strategies within its platform. These strategies will serve as the foundation for risk-based investment portfolios developed by Mercer, utilizsng a robust mix of asset classes and grounded in Mercer’s thought leadership regarding the global economy and capital markets.
Brad Pries, chief executive officer at Sawtooth, says: “Sawtooth is developing leading investment research and portfolio alignment capabilities to help our advisors and their clients better understand and manage client risk tolerance alongside portfolio risk. With this strategic relationship, Sawtooth advisors and clients can be confident that investment portfolios are not only matched to a client’s financial situation and tolerance for risk, but also consider the efficiency and expense of all investment decisions.”
“We look forward to working with Sawtooth and its clients,” says David Hyman, US Wealth Management Segment leader at Mercer Investments. “Our extensive experience in advising institutional investors paired with Sawtooth’s innovative technology platform will position wealth advisors to build greater efficiency and scale their business, while delivering fiduciary-caliber investment guidance to high net worth individuals.”

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