Investments
Every investor is unique and faces their own set of challenges. We collaborate with you to build resilient, more agile portfolios to fit your individual investment needs.
As a partner to your portfolio, we look beyond any single perspective on the investment landscape. Together, we help you tackle today’s investment challenges and prepare for the future with confidence.
Investment solutions to suit your needs
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Implementation and Implemented Investment Consulting
We collaborate with you as an extension of your team to help you define, develop, and implement your investment strategy by addressing areas such as governance, risk, sustainability, and diversification. Together, we help to turn your strategic vision into actionable outcomes. -
Sustainable investments
We help you build a sustainable investment strategy that integrates environmental, social and governance (ESG) considerations; diversity, equity and inclusion (DEI) factors and seeks an optimal mix between positive change and favourable returns. -
Alternative investments
Leveraging our existing relationships with asset managers around the world, we help you identify and source innovative private market and hedge fund strategies. We support your efforts to access new opportunities, ideas and solutions that complement your portfolio and strategic objectives. -
Strategic research and market insights
Join the MercerInsight® Community today and gain complimentary access to strategic research from investment thought leaders worldwide, including Mercer and third-party experts. Our insights are designed to help inform your decision-making and support you to navigate complex markets. -
Asset manager research
As a trusted partner to your portfolio, our assessments help you monitor existing relationships and identify new opportunities. By subscribing to MercerInsight®, an alliance with eVestment, you can gain access to comprehensive data, analytics and forward-looking research on asset managers and investment strategies across public and private markets. -
Managing investment risk
We work alongside you to understand, monitor, and mitigate risks to your portfolio. Our Mercer Sentinel team can help you conduct operational due diligence and evaluate service providers to help you deliver on your governance objectives.
Access the latest investment research and insights
- 1 Strategic research
- 2 Asset manager research
- 3 Investor podcast
Mercer's investment philosophy
To help you achieve your specific investment goals, we have a series of guiding principles that serve as a foundation to our investment approach. Our clients’ objectives sit at the forefront, coupled with a strong focus on governance, rewarded risks and value maximisation.
Leverage our breadth and depth
US $17.5 trillion in global assets under advisement1
US $670 billion in global assets under management2
11,500 investment strategies rated3
1 June 30, 2024. The assets under advisement data (AUA Data) reported here include aggregated assets under advisement for Mercer Investments LLC [and its affiliated companies globally (Mercer)]. The AUA Data has been derived from a variety of sources, including, but not limited to, third-party custodians or investment managers, regulatory filings, and client self-reported data. Mercer has not independently verified the data sourced from third parties in compiling the AUA Data. Where available, the AUA Data are provided as of the date indicated (the Reporting Date). To the extent information was not available as of the Reporting Date; information from a date closest in time to the Reporting Date, which may be of a date more or less recent in time than the Reporting Date, was included in the AUA Data. The AUA Data include assets of clients that have engaged Mercer to provide ongoing advice. Global AUA includes clients that have engaged Mercer to provide project-based services at any time within the 12-month period ending on the Reporting Date, as well as assets of clients that subscribe to Mercer’s Manager Research database delivered through the MercerInsight® platform as of the Reporting Date.
2 June 30, 2025. The assets under management data (the AUM Data) reported here include aggregated assets for which Mercer Investments LLC [and its global affiliates] provide discretionary investment management services as of the dates indicated. With respect to certain commitment-based private funds managed by Mercer Investments LLC or its global affiliates, the AUM data includes committed but uncalled capital, which may also be reflected in client assets otherwise managed by Mercer Investments LLC or its global affiliates. The AUM Data reported here may differ from regulatory assets under management reported in the Form ADV for Mercer Investments. For regulatory assets under management, please see the Form ADV for Mercer Investments which is available upon request by contacting Compliance Department, Mercer Investments 99 High Street, Boston, MA 02110.
3 June 30, 2025
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This content on this website is provided for informational purposes only and should not be taken as advice or recommendation to buy or sell any specific investment product or services, including Mercer’s investment management services, or to enter into any portfolio management mandate with Mercer.
Any investment carries inherent risks and you should carefully consider your own investment objectives, financial situation, and needs before making any investment decision.
Past performance is not an indication of future performance.