Helen Hope
Head of UK Investments
Investments
A partner to your portfolio
Discover how we can help you build agile portfolios for dynamic markets
Investment solutions to suit your needs
Every investor is unique and faces their own set of challenges. Having a trusted partner to help you navigate an increasingly complex market can position your portfolio to reach its full potential. But partnership goes beyond just sharing ideas.
We collaborate with you to build resilient, more agile portfolios to fit your individual governance and investment needs. Our approach leverages our investment advisory heritage, insights from our deep knowledge of the investment universe, and our capabilities across research, advice and solutions.
As a partner to your portfolio, we look beyond any single perspective on the investment landscape. Together, we help you tackle today’s investment challenges and prepare for the future with confidence.
Our value as a partner to your investment portfolio
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Fiduciary management /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. -
Investment consulting
Mercer Investment consulting is a leader in the UK market. Our investment consultants are equipped with extensive and in-depth global research, intellectual capital and specialist solutions. -
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 and asset manager 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. -
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.
Partnering with institutional investors across industries
We work with professional investors of all types and sizes around the world, to help them understand and manage investment risks, identify and capture investment opportunities and implement tailored strategies that are positioned to help meet their overall objectives.
CIO update
Watch the latest video from our Chief Investment Officer, James Lewis, where he provides an update on markets and the risks and opportunities for investors.
Introducing some of our leaders
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Dan Melley
Commercial Head of Investments
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James Lewis
Chief Investment Officer (CIO) - UK
Mercer's investment philosophy
To help you achieve your specific investment goals, we have a series of guiding principles that serve as a foundation to our investment approach. Our clients’ objectives sit at the forefront, coupled with a strong focus on governance, rewarded risks and value maximisation.
Leverage our breadth and depth
$17.5T
US $17.5 trillion in global assets under advisement1
$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
Industry recognition and awards
We are proud to share the achievements of our colleagues and teams who are committed to helping our clients succeed.
Time, expertise and confidence
Lean on our consultants to provide the advice, insight, implementation and operations your portfolio needs to help you invest with confidence. Explore what our range of investment solutions could mean for your portfolio today.
Insights, ideas, innovation
It's all here: MercerInsight® Community
Simplify your search. Get strategic research tailored to your interests from thought leaders across the investment industry, including Mercer and hundreds of third‑party publishers. Membership is complimentary, and it takes seconds to sign up.
Join the community
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Discover how we could help you achieve your investment goals.
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