Investment solutions for wealth managers and financial intermediaries 

We offer independent research and advice, discretionary investment services and, single and multi-asset funds through highly-rated third party asset managers. Our solutions span geographies, asset classes and public and private markets. We can help you build custom portfolios and identify opportunities for your clients. We can supplement your own team’s efforts and act as an extension of your team. We are flexible in how we work with you and we adapt our services to meet your needs.

Common challenges faced by wealth managers

Building and managing investment portfolios takes time, precision and focus. For wealth managers and financial intermediaries, there are a range of additional challenges that ultimately take time away from providing exceptional service to clients. These include sourcing and selecting private market opportunities, integrating environmental, sustainability and governance (ESG) considerations, managing operational demands and costs, the compression of fees and navigating complex regulatory environments. 

Leveraging our extensive range of investment solutions, including research, advice and implementation services, we can help you address your concerns and build portfolios that are designed to deliver future growth. 

Five factors that could impact investment outcomes

  1. Reinforced governance and oversight 
    Your clients expect prompt execution of their investment ideas and needs. Our team of experienced investment professionals can help you achieve this by leveraging our proprietary investment platform. This allows you to easily monitor portfolio performance and provides the ability to deliver effective and timely communications to your clients, helping guide their decision-making.
  2. High-quality asset managers and strategies
    Comprehensive and impartial research can help you identify high-quality asset managers and strategies. Our team of dedicated research professionals act like an extension of your in-house expertise, providing a trusted second opinion1. We conduct extensive forward-looking manager research across public and private markets globally to support your investment decisions. You can review existing asset managers, or choose new ones based on your preferred criteria. 
  3. Robust and well-managed risk framework
    We can help you meet your clients’ investment objectives within a well-managed risk framework leveraging our expertise in building well diversified, risk profiled investment portfolios, dynamically managing them in ever changing market conditions and providing access to highly-skilled asset managers across traditional and alternative asset classes like private markets.
  4. Reducing your administrative burden
    Managing investment portfolios comes with a significant operational burden that takes time away from your core focus. Our extensive range of investment services could help reduce your administrative burden and free up more time to spend delivering on your clients’ investment wishes. We can flex our services to suit your needs.
  5. Integrate ESG considerations
    Sustainable investments are high on the agenda for many investors. Your sustainable investing objectives across ESG factors such as climate, nature and DEI as well as building impact portfolios where so mandated.

Investment solutions to suit your needs

  • Implementation and OCIO

    We 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 investments 

    We 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 investments

    Leveraging 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 research 

    Become 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 research 

    By subscribing to MercerInsight® 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 risk

    Our 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.

Top considerations for financial intermediaries in 2024

Learn more about the top five considerations for wealth managers and financial intermediaries in 2024.
Download report

Why wealth managers choose to work with us

Wealth managers and financial intermediaries come to us as a gateway to a wider universe of investment opportunities. Our products and services contain a range of core building blocks, fit for the full range of client portfolios and risk profiles. We have expertise across geographies, asset classes, public and private markets, that can help them offer quality investments to their clients.

  • Impartiality 

    Our independent global research covers a wide range of managers spanning every asset class, including private and illiquid investments. We select managers based on a combination of qualitative and quantitative analysis and our assessment is forward-looking.

  • Functionality 

    Our 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. 

  • Flexibility 

    We understand that wealth managers and financial intermediaries have a wide range of challenges and priorities and we are well equipped to support clients through the breadth of our capabilities and our flexible operating model.

  • Cost efficiency

    Our heritage as an institutional investment adviser 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 clients.

  • ESG integrity

    We were one of the first consultants to explore and implement ESG factors into our investment research and decisions. Thanks to our background of pioneering on ESG, you can use our investment solutions products and services to help fulfil the needs of your own client base.

  • Individuality

    We understand that every business is different, so we tailor our products and services to suit clients overall objectives. As part of the process, we work to understand what clients are trying to achieve and present them with a choice of solutions for their portfolios.

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    $17.5T

    US $17.5 trillion in global assets under consulting advice1

    $617Bn

    US $617 billion in global assets under management2

    11K+

    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

    [1] Please see the Guide to Mercer’s Investment Strategy Ratings

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