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Global investment surveys

 

Mercer's surveys and newsletters are designed to help you and your firm better understand the dynamics of current markets, the performance of your investments, and the behaviour of your investment managers. 

 

The table below lists all the global surveys that we currently produce. Select the year corresponding to the name of the survey that interests you to get more information, or go to your region of choice.

 

EuropeCanada | US |

Manager Search Trends

Manager search trends 2009 year-end report

 

$2,500 USD

 

 

Mercer's investment consulting business has released data on its global investment manager search activity for 2010. The report provides insight into institutional investment manager hiring patterns and trends across the world, and is being reported through Mercer's global client database.

 

The manager search trends report highlights institutional investment mandate hiring patterns and trends across the world. It is based upon search activity reported by Mercer consultants through our global client database (GCDB). During 2010, we advised on 940 manager searches across the world, representing US$95.6 billion in assets placed. 2010 saw a considerable increase in search activity over the prior year. The most notable increase was seen in Australia where the number of searches increased by 80% and in Europe ex UK. The UK and US both saw a decline in activity while Canada showed a small increase in the number of searches. Searches in Asia increased while New Zealand had a decline in activity.

 

Link icon Go to excerpt pages and press release

 

Select earlier annual publication and buy now!

 

2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 |

 

 


Global Fee Survey

 

Global fee survey

 

$2,500 USD

 

Mercer's asset manager fee survey 2010 is a bi-annual report analysing fee data on more than 20,000 asset management products from over 4,000 investment management firms. The survey covers asset managers in a range of geographies and across numerous products including pooled and separately managed accounts.


The study is intended for use as a reference when assessing asset management fees. For most investors fees are not a critical component in the evaluation of an investment manager product. It is nonetheless an important consideration as they can reduce the expected manager added value by anywhere from 20 to 50 percent.

 

Link icon Go to excerpt pages and press release

 

Select earlier annual publication and buy now!

 

2010 | 2008 | 2006 | 2004 |

 


European Asset Allocation Survey 2011

 

European asset allocation survey 2011

 

This year our survey covered over 1,100 plans from 13 countries, with total assets of over €550 billion.

 

We continue to see a move away from equities as bonds continue to remain the preferred asset class for most European countries. We also noticed a marked increase in the use of non-traditional asset classes by larger markets such as Ireland, Germany and the Netherlands, with all showing increased exposure since last year.

 

Three key findings emerged from this year’s survey:

 

  • Re-emergence of inflation as a concern
  • Broader search for growth continues
  • Diversification of bond exposure

 

 

Link icon Go to excerpt pages and press release

 

Link icon Order free survey online

 

Select annual publication and view now!

 

| 2010 |2009 |2008 |2007 |2006 |

 


Fund of hedge-fund survey

 

A global evaluation of funds of hedge funds

 

This survey covers traditional asset classes in seven regions, as well as global and emerging market strategies. It refers to quoted rather than actual data for segregated and pooled accounts.

 

No plans to re-issue

 

2006

 

E-mail icon If you have queries on our global surveys, please contact us.

 


Mercer is a leading global provider of investment consulting services, and offers customized guidance at every stage of the investment decision, risk management and investment monitoring process. We have been dedicated to meeting the needs of clients for more than 30 years, and we work with the fiduciaries of pension funds, foundations, endowments and other investors in some 35 countries. We assist with every aspect of institutional investing (and retail portfolios in some geographies), from strategy, structure and implementation to ongoing portfolio management. We create value through our commitment to thought leadership; world-class, independent research; and top-notch consultants with local expertise.

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References to Mercer shall be construed to include Mercer LLC and/or its associated companies.
This contains confidential and proprietary information of Mercer and is intended for the exclusive use of the parties to whom it was provided by Mercer. Its content may not be modified, sold or otherwise provided, in whole or in part, to any other person or entity, without Mercer's prior written permission.
Opinions – not guarantees
The findings, ratings and/or opinions expressed herein are the intellectual property of Mercer and are subject to change without notice. They are not intended to convey any guarantees as to the future performance of the investment products, asset classes or capital markets discussed. Past performance does not guarantee future results. Mercer’s ratings do not constitute individualized investment advice.
Not investment advice
This does not contain investment advice relating to your particular circumstances. No investment decision should be made based on this information without first obtaining appropriate professional advice and considering your circumstances.

 



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