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Alternative investments

Where is your organization on its alternative investment journey? 

Does your organization have an alternative investment strategy? 

Institutional investors face many challenges in today’s dynamic financial landscape, such as economic uncertainty, inflation and market volatility. As a result, many investors are recognizing the value that alternative investments can bring and seeking opportunities beyond the traditional 60/40 portfolio.

Now is the time to ensure your alternative investment strategy aligns with your organization’s investment objectives – and our quick diagnostic can help. Take our no-obligation diagnostic and receive an immediate and personalized insight into your alternative investment strategy. Our analysis provides actionable, objective insight for you and your team to create a roadmap that addresses:

  • Common challenges investing in alternative asset classes
  • Accessing the alternative investments & private markets managers
  • Resource constraints and gaps in specialized knowledge to manage your allocation

Benefits of alternative investments 

  • New ideas, innovation and diversification

    With moderate correlation to traditional asset classes, alternative asset classes such as private markets can diversify your investment portfolio and introduce new innovative ideas and strategies.

  • Potential for better returns

    Alternative investments can potentially  offer a different return profile for an institutional portfolio. They tend to have low correlation to stocks and bond markets, adding diversification or hedging against market downturns and volatility.

  • Integrate ESG, DEI and impact

    There are a growing number of sustainable investing strategies in private markets. These offer the potential for you to address your business objectives and develop a holistic plan that seeks to reduce risk while potentially maximizing returns.

Integrating alternative investments into your portfolio

Whether you're considering alternative investments for the first time or have an established portfolio, our flexible approach can help you achieve your asset allocation goals. We adapt our services to match your requirements.

  • Access manager research

    MercerInsight®, an alliance with eVestment, provides access to insights and analytics on more than 6,700 managers and 35,000 strategies1. Get MercerInsight®.

  • Seek advice

    We can provide guidance and advice on your alternatives strategy, alongside access to our global manager research network. We'll help you build your portfolio. Contact us today.

  • Implement a solution

    We can help you design and implement an investment plan to suit your needs and complement your strengths. Our offering includes our fully outsourced chief investment officer (OCIO). Discover our solutions.

Alternative investment strategies

The alternatives strategy you choose will depend on a range of factors, including your specific objectives, risk tolerance and liquidity requirements. We can help you explore all the available options and customize a strategy that works for you.
  • Co-investments
    Co-investments have the potential to deliver greater diversification, lower fees and higher net returns and, provide a more tailored exposure set.
  • Impact investing
    Impact investments have the potential to help you find an optimal balance between making a positive change and delivering better returns.
  • Infrastructure
    Infrastructure investments have the potential to deliver greater diversification, inflation protection and longer-term sustainability.
  • Private debt and credit
    Private debt strategies have the potential to deliver a higher-yield than listed bonds and retain the potential for capital growth.
  • Private equity
    Private equity strategies leverage opportunities from the vast number of companies listed under private ownership.
  • Real-estate
    Investing in real-estate is linked to important sectors of the real economy, including long-term trends such as population shifts.
  • Secondary investments
    Secondary investments have the potential to deliver greater diversification and put your money to work faster than in primary markets investments.
  • Hedge funds
    Hedge funds are designed to provide diversification in relation to both equity and interest rate risks with minimal give-up in return.
  • Diversity, equity and inclusion
    DEI investing is about allocating to diverse-led funds, run by women or people of colour, primarily within the private equity sector.
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