Investment solutions for wealth managers and financial intermediaries
Common challenges faced by wealth managers
Investors look to their wealth managers and financial intermediaries to help them build well-diversified portfolios, source and access high-quality asset managers and strategies, invest in a sustainable manner, monitor risks and manage overall investment costs.
Building and managing investment portfolios takes time, precision and focus. For wealth managers and financial intermediaries, there are a range of additional challenges that limit their time to providing exceptional service to clients. These include sourcing and selecting traditional and private market opportunities from a global universe, integrating and monitoring environmental, sustainability and governance (ESG) considerations, managing operational demands and costs, competitor differentiation and navigating complex regulatory environments.
Leveraging our extensive, research, advice and implementation services and range of investment solutions, we can help you build portfolios that are designed to deliver future growth. Below are five benefits of working with us to help you achieve your investment goals.
Five factors that could impact investment outcomes
High-quality asset managers and strategiesComprehensive and impartial research can help you identify high-quality asset managers and strategies. Our team of dedicated research professionals can act as an extension of your in-house expertise. We conduct extensive forward-looking research on investment asset managers, across public and private markets globally and we can provide you with holistic and sound insights to support your investment decisions. You can review existing asset managers, or choose new ones based on your preferred criteria.
Robust and well-managed risk frameworksWe can help you meet your clients investment objectives within a well-managed risk framework through leveraging our expertise in building well diversified risk profiled investment portfolio, dynamically managing them in the ever changing market conditions and providing access to highly-skilled asset managers across traditional and alternative asset classes.
Reinforced governance and oversightYour clients expect prompt execution of investment ideas and a robust risk management framework. Our dedicated and experienced teams can help you achieve this. Our infrastructure and risk management framework and tools allow you to monitor a portfolio’s performance and the drivers of that performance. You can leverage the insights and reporting to provide effective, timely communications to your clients and guide their decision-making.
Integration of ESG considerationsIntegrating sustainability into portfolios remains high on the agenda for most investors. In addition to the environment and climate factors, some place a high importance on integrating DEI factors or are looking to make a broader impact to society. We can support you and your clients in defining, executing and monitoring your sustainable investing objectives.
Reducing your administrative burdenManaging investment portfolios comes with significant operational burden that take time away from your core focus, your clients and meeting their investment objectives. Our extensive range of investment services could help you reduce your administrative burden and free up more time to spend delivering on your clients’ investment wishes. We are flexible and have developed our services to suit your needs, by either supplementing some of your work, or working as an extension of your in-house team.
Why wealth managers choose to work with us
ImpartialityOur independent global research covers a wide range of managers spanning every asset class, including private and illiquid portfolios. We select managers based on a combination of qualitative and quantitative analysis and our assessment is forward looking.
FunctionalityOur strong operational investments platform and tested continuity plans means that you are better placed to respond to market challenges and ensure that even in times of crises, you are still able to provide your clients with the same level of services.
We understand that wealth managers and financial intermediaries have a wide range of challenges and priorities and are well equipped to support you through the breath of our capabilities and our flexible operating model.
Cost efficiencyOur heritage as an institutional investment consultant means we have the scale to negotiate on manager fees. This allows us to construct and implement portfolios, designed by our strategy and asset allocation specialists, while passing any savings directly onto you.
ESG expertiseWe have extensive ESG experience and can leverage our investment services, solutions and products to help fulfil the needs of your own client base. We can also develop, execute and monitor a strategy specifically for you and your clients.
IndividualityWe know that every business is different, so we tailor our services to suit your overall objectives. We work with you to understand what you are trying to achieve and present you with a choice of solutions that make sense for your objectives.
2022 global wealth management survey findings
Investment solutions to suit your needs
Implementation and Implemented Investment ConsultingWe can help you define, develop and implement your investment strategy by addressing areas such as governance, risk, sustainability and diversification. We flex our services to suit your needs and help you achieve your investment goals.
Sustainable investmentsWe 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 investmentsLeveraging our existing relationships with hundreds of asset managers around the world, we can help you identify and source new investment strategies, opportunities, ideas and innovations across private markets and hedge funds.
Strategic researchBecome a member of the MercerInsight® Community today to get access to strategic research from hundreds of thought leaders around the world, including Mercer and third-party publishers. It’s complimentary and easy to join.
Asset manager researchBy subscribing to MercerInsight®, an alliance with eVestment, you can gain access to data, analytics and our forward-looking research on asset managers and thousands of investment strategies across both public and private markets.
Managing investment riskOur Mercer Sentinel team can help you conduct due diligence and mitigate operational risks across your portfolios and strategies. We assess asset managers, custodians and other service providers to help you deliver on your governance objectives.
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Leverage our breadth and depth
US $16.45 trillion in global assets under advisement1
US $379 billion in global assets under management2
More than 12,400 investment strategies rated3
More than 7,000 asset managers rated4
Introducing some of our team
Find out how we can help you achieve your investment goals
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.