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Mercer

Research Boutiques

 

Overview

Alternatives boutique

Bond boutique

Equity boutique

Real Estate boutique

Publications

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FN100 Influential Women 

Deb Clarke named in FN100 Influential Women 2011

Equity336 searches in 2012 totalling US$26.2bn 
Fixed Income 192 searches in 2012 totalling US$16.7bn 
Real Estate 40 searches in 2012 totalling US$2.0bn 
Alternatives208 searches in 2012 totalling US$8.1bn

 

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.

 

HOW THE BOUTIQUES CAN HELP YOU

 

Each boutique, staffed with professionals who have research and consulting capabilities, conducts forward-looking, institutional-quality research of investment management products, and works closely with both internal and external clients on manager structuring and selection projects.

 

The range of investment management mandates demanded by clients has broadened substantially in recent years, both in mainstream asset classes and with the advent of alternative approaches to investment. In order to provide in-depth, comprehensive product research, the Mercer manager research team has become increasingly specialized in its organisation. The move to boutiques reflects the need to focus on depth of expertise, and Mercer’s desire to remain close to clients, bringing innovations to their attention in a timely fashion and being the ‘first call’ for any manager bringing products to market.

 

The boutiques are staffed by a range of professionals, including those with an investment management background and others with direct experience with asset management. The increasing complexity involved with structuring investment arrangements, designing bespoke mandates and assessing innovative and niche products (among the many facets of Mercer’s work with clients) points to the value that the boutiques can bring through direct contact and involvement with clients.

 

THE BENEFITS OF OUR RESEARCH BOUTIQUES

 

  • As investment clients grow more sophisticated and the investment market becomes increasingly complex, Mercer provides clients with access to manager
    research specialists in client-facing roles.
  • Access to an increased depth and breadth of manager research, with an increased focus on alternatives.
  • Enhancement of the client experience, allowing direct access to specialist expertise.
  • Stay ahead of the curve, particularly in alternative investments. With a boutique research model, Mercer clients are kept informed on a timely basis and are
    guided effectively through what can be a complex due diligence process.

 

MERCER'S COMPETITIVE ADVANTAGES

 

  • Mercer’s global manager research effort is a key competitive advantage and has delivered demonstrable value for clients over many years.
  • There are 100 staff in Manager Research and 70 investment consultants globally involved in the manager research process, with research locations in Atlanta, Auckland, Birmingham, Boston, Chicago, Dublin, Frankfurt, Hong Kong, Leeds, London, Melbourne, Munich, New York, Norwalk, Singapore, St Louis, Sydney, Tokyo and Toronto.
  • 776 searches conducted in 2012, placing $53 billion globally.
  • Mercer’s Global Investment Management Database (Mercer GIMDTM) tracks over 5,200+ managers and almost 25,400+ investment strategies.
  • 4,100+ manager research meetings held in the last year.
  • The amount spent on research efforts annually within Mercer Investments is approximately $10 million+.
  • Researchers have an average 16 years of experience.
  • 72% of researchers have an MBA/CFA or Actuarial qualification.

 

Mercer is a leading global provider of investment 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 fiduciary management.

 

IMPORTANT NOTICES

Proprietary and confidential
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 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.
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.

 



BUSINESS CONTACT


Email icon Jeff Schutes

Phone icon +1 312 917 9260