DCSIMG
Mercer
Monitoring of strategy and investment management against objectives
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Contact: Marina Zoraya
Tel: +44 (0) 20 7178 3282

Monitoring of strategy and investment management against objectives

Measurement and monitoring go hand in hand. On an ongoing basis, Mercer’s clients benefit from our combination of quantitative analysis and qualitative input on their investment managers. From our years of experience with funds around the world, we have developed monitoring approaches that include retrospective assessments of fund performance, effectiveness of investment strategy and manager structure, and an analysis of the style biases and risk levels currently borne by the portfolio.

 

This proactive approach puts fiduciaries in a stronger position to fulfill their key duties of fund and manager assessment. It can also manage risk and control losses through the early detection of potential problems, avoiding unnecessary manager turnover. Mercer also can provide monitoring of overall fund returns against a “liability benchmark,” or against other appropriate risk budgeting metrics—helping to maximize the expected real return of the fund.

We can help you


 

 

Contact: Marina Zoraya

Tel: +44 (0) 20 7178 3282