Managed accounts 

Mercer is pleased to partner with Colonial First State (CFS) to offer investors a range of purpose-built solutions through their FirstChoice managed accounts Specialist 100 portfolios offering. 
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The Mercer managed account advantage

With over 20 years’ experience, advisers benefit from Mercer’s comprehensive and proven capability of managing diversified managed accounts.

We offer a broad range of managed account options, including Licensee Tailored portfolios, Active and Passive Multi-Sector managed portfolios, Retirement portfolios and unique portfolio solutions offered via an insurance bond platform.

In accordance with our investment governance and compliance framework, we offer flexibility over portfolio design and manager selection according to individual preferences.

Mercer’s specialist Portfolio Solutions team on the ground in Australia leverages both our local expertise and our global intellectual capital to deliver optimal investor solutions and outcomes.

The combination of the vast resources of the global Mercer research team and the unique portfolio construction and management our investment team delivers, advisers can tailor solutions specific to client requirements. In addition, our global scale is used to negotiate fees with our managers to reduce costs for our clients within the managed portfolios.

How Mercer builds portfolios

At Mercer, we understand that constructing portfolios and developing successful investment strategies requires a strong and well-defined investment philosophy at the forefront of our approach.

Mercer’s investment philosophy

  • Client objectives
    • Investment success hinges on clearly defined goals.
    • An investor’s true risk is not being able to meet their primary objective.
  • Strong governance
    • Robust and quality governance is essential for success.
    • Strong governance can help investors navigate stress periods.
    • Clear accountability promotes disciplined decision-making.
    • Effective stewardship plays a critical role.
  • Rewarded risk
    • Asset allocation is a key influence over risk and returns.
    • While risk and return are related, the relationship can vary over time.
    • Understanding how risks interact is critical.
    • Investors should focus on the risks that matter most to them.
  • Maximise value
    • Strategic asset allocation serves as the primary driver of value creation.
    • Active management is employed when justified.
    • Private markets can offer potential benefits for long-term investors. 
    • Dynamic asset allocation can add value to investment strategies.
    • Investing to solve systemic issues could improve risk-adjusted returns.

Building portfolios – a clear and robust process with the investment philosophy front of mind

Our portfolio construction process begins with our investment philosophy. This philosophy guides our long-term Strategic Asset Allocation (SAA), incorporates Dynamic Asset Allocation (DAA) when appropriate, and includes manager/strategy selection, portfolio construction, and ongoing reviews/monitoring to help drive investment success for our clients.

  • Strategic asset allocation – set every 3 years and reviewed annually
  • Dynamic asset allocation – updated quarterly
  • Manager/strategy selection – continual review and update
  • Portfolio construction – updated annually
  • Final portfolios – include platform and fees
  • Reporting & Monitoring – provided in monthly, quarterly and annual cycle’s
See our important notices and product information for the Mercer Financial Service Guide, fact sheets, Product Disclosure Statements and performance information.

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    IMPORTANT NOTICES

    This information has been prepared by Mercer Investments (Australia) Limited ABN 66 008 612 397 AFSL 244385 (‘MIAL’). MIAL is the responsible entity or trustee and issuer of interests in the single sector and diversified funds (‘Mercer Fund(s)’) mentioned on mercer.com.au/mercerfunds (‘this website’).  The Mercer Funds are managed investment schemes as defined under the Corporations Act (Cth) 2001. MIAL is a wholly owned subsidiary of Mercer (Australia) Pty Ltd ABN 32 005 315 917 (‘Mercer Australia’). ‘MERCER’ is an Australian registered trademark of Mercer Australia. 

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    The findings, ratings and/or opinions expressed on this website are the intellectual property of Mercer and are subject to change without notice. Past performance does not guarantee future results.   

    Information on this website may have been contributed or obtained by third parties. It is believed to be accurate as at the date of compilation and is provided in good faith without independent verification.

    Although reasonable care has been taken, Mercer makes no representation or warranty as to the accuracy or completion of the information presented and takes no responsibility or liability (including for indirect, consequential or incidental damages), for any error, omission or inaccuracy.   

    The information contained on this website is general in nature only. It does not constitute advice, an offer of financial products or services, or an offer or representation on behalf of Mercer. It does not take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and seek professional advice.

    Before deciding whether to acquire, dispose or hold, units in any Mercer Fund(s), you should refer to the relevant and current Mercer Fund’s offer documents (including product disclosure statement and target market determination) which, together with other relevant information, are available on this website or by calling us on 1300 728 928.