Providing clients with investment advice and solutions including strategy, structure and implementation, through to multi-manager investment portfolio management - guided by a consistent set of fundamental beliefs and guiding principles.

The Climate Change Report - The impact of climate change on strategic asset allocation

Mercer, together with 14 leading institutional investors and industry thought leaders around the world, has been working for over a year on this market-leading research into the implications of climate change for markets and investors.

Endowments and foundations

With more than 20 years of experience, Mercer consults to numerous of institutions in the nonprofit sector.

Global equity portfolio

The world has changed. The period of what is now being called ‘the Great Moderation’ is over and a return to these favourable conditions is unlikely in the foreseeable future. Thus, the approaches that have worked well in equity investment over most of the last 20 years may not be well-placed to be as effective over the next ten or twenty years.

Pension risk management

Long gone are the days when plans could be put on "auto-pilot," requiring nothing more than an annual check to ensure that contributions were sufficient over the long-haul. To help sponsors deal with the changes that have taken place and to be prepared for the future, Mercer has developed a new and innovative framework for budgeting, monitoring and managing pension plan risk.

DC

Defined contribution benefit plans occupy a significant and growing proportion of the global pension market. The defined contribution marketplace is complex and constantly changing to meet the retirement challenges of participants. Additionally, plans are under increasing scrutiny by regulatory agencies, governmental bodies, the legal community, the press and participants. Mercer believes that thought leadership is critical in helping sponsors navigate this environment successfully.

DC Connections

Mercer's DC Connections publications link plans sponsors with the latest investment and plan design trends from around the world. View the latest edition now.

Private wealth

Mercer’s Private Wealth practice group consulting team has assembled a group of professionals with an extraordinary depth of expertise.

Research boutiques - Taking manager research to the next level

In the wake of the global economic crisis, the institutional asset management industry is poised for fundamental change. The needs of institutional investors are global, complex, quickly changing and influenced by market events that call into question tried and tested investment practices.

Go to search trends report

See boutiques press release

Responsible investment

Responsible Investment (RI) describes an investment process that incorporates an active consideration of environmental, social and corporate governance (ESG) factors within investment decision making and ownership practices. It is driven by the growing recognition among investors that responsible corporate behaviour can have a positive influence on the financial performance of companies – particularly over the long term. Investors who are aware of all factors that could affect investment performance are better placed to manage risk and generate value.

Mercer Sentinel®

The Mercer Sentinel® Group works with institutional investors to improve returns and reduce risks through better control and management of investment operations and implementation. In contrast to traditional investment consulting, Mercer Sentinel focuses on daily and event-driven operations that can erode returns and introduce non-market related risks, primarily operational risk.

US Implemented consulting

European Implemented investment solutions

Many trustees recognise that managing the investment arrangements of a defined benefit (DB) pension scheme is a complex and onerous task. They have a finite amount of "governance", i.e. time, resources and expertise that they can deploy to manage pension schemes. Investment tools are also becoming increasingly complex and there is an ever-increasing demand on this governance budget.

Wealth management

Wealth management firms face a range of issues in research, training and information technology. All these issues have one thing in common: they require investment expertise from a global firm with a proven track record.

Investment management

Mercer's dedicated, global asset management business provides comprehensive investment solutions utilizing a multi-manager investment philosophy.

 Go to the Investment management business in Canada

Healthcare

Integrating the investment process with a healthcare system's comprehensive financial plan is increasingly important in constructing investment portfolios.

IMPORTANT NOTICES

Proprietary and confidential
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.