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Wealth Management Perspectives

 

 

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Wealth Management Perspectives

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NOVEMBER 2013

 

IN THIS ISSUE:


DAA DASHBOARD

SUPER HOT TOPICS

PORTFOLIO ENHANCEMENT

SUSTAINABLE PERSPECTIVES

 

Mercer has a team of investment specialists committed to providing clients in the banking or financial planning business with leading edge research, advice and solutions. For further information on Mercer's wealth management services in the Asia Pacific region, please connect with us.

 

  • Tap into Mercer's global research and intellectual capital through our tools.
  • Get the advice you need at both asset class and portfolio level through engaging with our highly-experienced investment consultants.
  • Focus on the key strategic issues, retain control of your investment fund, and delegate the time-consuming, burdensome tasks involved in the investment process to Mercer with our Solutions.

 

OR visit www.merceris.com.au


 


 


DAA DASHBOARD

TRACK CAPITAL MARKETS MOVES WITH OUR DAA DASHBOARD
 
We live in a world of rapid structural change, where asset class values can fluctuate significantly in a relative short time frame. Our Dynamic Asset Allocation (DAA) dashboard is a summary of which asset classes Mercer believes are becoming expensive and which represent greater value.
 
 DAA Dashboard
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SUPER HOT TOPICS 

 

POST RETIREMENT FOCUS IN 2013 PENSION INDEX
 
 

The 2013 Melbourne Mercer Global Pension Index has called the development of effective post-retirement solutions one of the most critical challenges for policy makers and retirement industries around the globe. This year the report includes a special chapter on post-retirement solutions, which addresses: 

  • Suggestions to improve better outcomes for members
  • Improvements needed in product portfolios; and
  • Levers than can be used to develop a more robust governance framework

 
 

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PORTFOLIO ENHANCEMENT 

GLOBAL HIGH YIELD BOND UPDATE
 
Despite the rally in high yield bond markets over the past 18 months or so, Mercer believes that high yield bonds are a good candidate for a strategic asset allocation within a growth portfolio because of their ability to diversify the sources of return. In this article, we consider some of the issues around portfolio construction and manager/strategy selection in building a growth fixed income portfolio.
 
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DON'T OVERLOOK HEDGE FUNDS
 
We believe you can construct hedge fund portfolios that have fairly low correlations with equities, but still have potential to generate equity-like returns over the longer term, and at much lower risk. Recently, Bill Muysken our global alternatives CIO presented to investors in NZ on opportunities in hedge funds. View his presentation here.
 
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CAN YOU MODEL FOR HUMAN BEHAVIOUR?
 
 Good stochastic modelling tools are essential to engage markets in a forward, rather than backward looking approach, to take into account a system which constantly evolves, and to adapt to the investment environment and the specific needs of individual investors. However, stochastic analysis is not a cure-all and does contain an element of model risk.

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SUSTAINABLE PERSPECTIVES

 

CLIMATE CHANGE RISKS MOVE UP THE INVESTMENT AGENDA
 
Asset managers are increasingly factoring climate change into their decision making. Each year, the report Mercer prepares for the networks of the Global Investor Coalition on Climate Change shows more engagement. For example, almost 70% of asset owner-respondents now report that climate change integration is influencing their fund manager selection decisions up from 43% last year.

 

 



 

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.

 


  

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