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Contact: Andrew Kramer
Tel: +1 212 345 7454


Investment consulting surveys - North America

Last updated: 6 October 2009

 

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: GlobalAsia-Pacific and Europe.

 


North American Surveys

Cost in USD

Frequency


  US surveys

 

Mercer's US office publishes a range of quarterly surveys. You can now download the latest of our free quarterly surveys. View the list of available surveys and download your free copy. 

 

  • DC summary performance
  • Summary performance of institutional portfolios
  • Quarterly pension update


 

Free

 

Produced quarterly

 

Icon arrow US survey page 

 


 Investment Performance Survey of Canadian Institutional Pooled Funds

 

The survey is intended to provide a broad quantitative perspective on the institutional funds marketplace as well as detailed performance information on specific fund managers. We encourage all eligible investment managers to participate in our databases and do not charge a fee to enter our databases or published surveys.


This is available in both of Canada's official languages: English and French.

An expanded version of the Investment Performance Survey of Canadian Pooled Funds is available by subscription.

 

E-mail icon For more information, please contact Mercer client services.


 

$2,500 Candian

 

Produced quarterly

 

E-version only. Not available on-line

 

Available 25 business days after quarter's end.


 L’État comparatif du rendement des fonds institutionnels canadiens en gestion commune

 

L’État comparatif du rendement des fonds institutionnels canadiens en gestion commune est publié tous les trimestres par Mercer. Ce document dresse un tableau sommaire du marché des fonds institutionnels sur le plan quantitatif et présente des renseignements très détaillés sur le rendement des gestionnaires de fonds. Nous invitons tous les gestionnaires de placements admissibles à participer à nos enquêtes et leurs fonds seront ajoutés sans frais à nos bases de données et à nos rapports.

 

Les renseignements suivants sont indiqués à l’adresse ci-dessous:

 

Une version enrichie de l’État comparatif du rendement des fonds institutionnels canadiens en gestion commune est offerte sur abonnement.

 

E-mail icon Pour de plus amples renseignements, veuillez envoyer un courriel au service à la clientèle de Mercer


 

Coût : 2 500 $ CA

Produit par trimestre

 

Ce document est offert en français et en anglais et est publié 25 jours ouvrables après la fin du trimestre.

 

Version électronique seulement. N’est pas offert en ligne.


 Summary of Investment Performance Survey

 

The survey is intended to provide a broad quantitative perspective on the institutional funds marketplace. We encourage all eligible investment managers to participate in our databases and do not charge a fee for inclusion of their funds in our databases or published surveys.


This is available in both of Canada's official languages: English and French


Cost: On line access only and Free. May register on site to attain information.


 

Free

Produced quarterly

 

Icon arrow English

 

Available 25 business days after quarter's end.


 L’État comparatif du rendement des fonds institutionnels canadiens en gestion commune

 

L’État comparatif du rendement des fonds institutionnels canadiens en gestion commune est publié tous les trimestres par Mercer. Ce document dresse un tableau sommaire du marché des fonds institutionnels sur le plan quantitatif. Nous invitons tous les gestionnaires de placements admissibles à participer à nos enquêtes et leurs fonds seront ajoutés sans frais à nos bases de données et à nos rapports.


Accès en ligne seulement. Inscription en ligne requise pour accéder à l’information.


 

Coût: Gratuit

Produit par trimestre

 

Icon arrow French

 

Ce document est offert en français et en anglais et est publié 25 jours ouvrables après la fin du trimestre.


 Pension Outlook and Fearless Forecast 2008

 

Mercer is pleased to release the presentation from our 2008 Pension Outlook and Fearless Forecast event including the results of our 17th edition of the Fearless Forecast survey of investment managers.


 

Free

Produced yearly

 

Icon arrow English


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.

 

 

Contact: Andrew Kramer
Tel: +1 212 345 7454

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