Mercer Future Wise™
In today’s dynamic economic environment, managing your retirement and savings plans can be challenging. With Mercer Future Wise™, you can confidently navigate these complexities, as we provide expert investment and governance solutions tailored to your needs.
Our dedicated team in Canada, backed by Mercer’s global expertise, provides access to a diverse range of investment options, including both traditional and alternative assets. We continuously analyze market trends and identify opportunities, allowing you to delegate investment decisions and focus on what matters most—your core business operations.
Effective plan governance is equally important, and at Mercer, we specialize in advanced risk management techniques to help you mitigate uncertainties. By proactively monitoring market conditions and regulatory changes, we adapt strategies swiftly, ensuring resilience across your investments and service providers. Our automated approach to governance streamlines decision-making, enabling you to concentrate on your primary business objectives without getting bogged down by compliance complexities.
In summary, Mercer Future Wise™ can potentially reduce your operational costs and risks while aligning with your goals. We encourage you to reach out to learn how Mercer can potentially enhance the effectiveness of your retirement and savings plan management, securing a brighter financial future for you and your employees. With Mercer as your knowledgeable partner, you can navigate the complexities of retirement planning with ease and confidence.
Leverage our breadth and depth
US $17.5 trillion in global assets under consulting advice1
US $617 billion in global assets under management2
More than 11,000 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 December 31, 2024. 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 September 30, 2024
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