Top considerations for Canadian insurers
Canadian insurers operate in a distinct environment - but with a lot in common with their overseas counterparts.
Mercer’s top investment considerations for Insurers report highlights five key themes that insurers should consider to stay ahead in our ever-evolving industry – and our new video focuses on three themes of particular relevance to Canadian insurers:
- Balancing risks between underwriting and investment returns
- The emergence of semi-liquid and evergreen private market products
- The evolving climate disclosure environment
Watch our video where Andrew Berwick, Senior Investment Consultant, discusses these considerations and strategies Canadian insurers can take to navigate the evolving investment landscape.
We offer investment solutions for insurance companies of all sizes across the globe. Our research, advice, tools and implementation capabilities are designed to help you transform your investment program into a strategic differentiator. Use our research to inform your decisions or work with us to develop and execute your investment strategy, including integration of alternatives and sustainable investments.
Contact a Mercer consultant today to get started.
Effective portfolio management for insurance companies
Fluctuating interest rates, volatile risk premiums and rising inflation are some of the issues driving increased complexity for insurance investment portfolios. That’s why many insurers are looking for better ways to optimize their investments, increase income, grow surplus and properly align risk.
We believe that with the right expertise and structure, efficient operations, effective execution and lower costs1, an insurance company’s investment program can grow enterprise value and provide a competitive advantage.
Our role goes beyond seeking to simply beat a benchmark, but working with our clients to customize investment solutions to derive greater value from the investment portfolio through insurance-specific investment ideas, improved implementation, operational support, and the alignment of your portfolio with your specific regulatory, rating agency, liability, and liquidity requirements.
Leverage our breadth and depth
US $16.2 trillion in global assets under advisement1
US $683 billion in global assets under management2
11,100 investment strategies rated3
1 June 30, 2025. Pensions & Investments (P&I) Research Centre. Represents worldwide assets under advisement for consultants, as reported by 48 participating firms to P&I as of June 30, 2025. The survey is published annually.
2 September 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