Keeping portfolios on top. Fiduciary management that thinks ahead.
Put simply, fiduciary management is the combination of investment advice with implementation. Institutional Investors are freed up to focus on strategic decision making and long-term outcomes.
Investment challenges such as; increasing complexity, ESG, sustainability and managing ongoing costs have increased the demand for management solutions.
Mercer was one of the UK’s earliest providers of fiduciary management services. We provide single asset class or portfolio solutions. Increasingly larger asset owners are redefining their requirements in terms of OCIO (Outsourced Chief investment Officer).
Broadly speaking, fiduciary services can deliver five key advantages:
Many investors seek guidance on strategic asset allocation, manager research, portfolio construction and risk and reporting, as well as day-to-day operational support. These are our fiduciary management / OCIO solutions, which can be used alongside broader investment consultancy.
Implementing our investment solutions typically instills greater confidence: it gives you the support of investment professionals without ceding control over your investments. We offer a range of tools that you can use to help solve your investment challenges.
Investment consultingFor more than 40 years, Mercer Investment Consulting has been a leader in the UK market. Through intensive global research, intellectual capital and specialist solutions, we create value for pension funds, endowments, foundations and other investors.
Sustainable investmentDrawing on two decades of experience, we offer research, advice, tools and solutions to help you wherever you are on your sustainable investing journey.
Endowments, foundations & charity investment solutionsWe have been working with endowments, foundations and charities for more than 50 years. Our independent investment research, advice, and solutions are customised to your organisation and positioned to help you seek better investment outcomes, whilst also pursuing your mission.
Insurance companiesWe have been working with insurance companies of all sizes for more than 30 years and understand the unique complexities and requirements of the industry. We offer advice and resources to help you transform your investment program into a strategic differentiator.
Wealth managers & financial intermediariesWe help wealth managers and financial intermediaries build custom portfolios and pursue investment opportunities for clients across geographies, asset classes, and public and private markets.
Alternatives & private marketsWe can help you generate new ideas and uncover innovation across all alternative investment asset classes, and source quality managers and strategies to suit your specific needs.
Is your portfolio prepared for today’s exceptional challenges?
Institutional investors have rarely faced greater challenges. Rising interest rates, geopolitical uncertainty and inflation are creating headwinds for financial markets, while regulatory requirements are becoming more complex.
At such a testing time, institutional investors need to address challenges in the following areas:
- Achieving real investment returns in an uncertain environment.
- Ensuring the suitability of your investment strategy and investment managers.
- Increasing complexity and the risk of regulatory requirements.
- Managing liquidity.
- Operational inefficiencies and implementation timelines.
- Manager fees, transparency and other costs.
For many institutional investors, portfolios structures that have worked well for the last few decades are under pressure. This is a crucial moment to stress test investment beliefs and strategies.
Alison Bostock shares her experience
Even in the best of times, defined benefit (DB) pension schemes have to be able to respond quickly to lock in funding gains. Hear Alison’s story about the benefit of investment solutions – Alison Bostock, Trustee Director at PTL
Addressing complex investment challenges
Review and adapt your governance framework.Untangling complexity and preparing to face the future is essential in today’s changing markets. If you believe you need to improve your governance and oversight, while keeping costs down, we can provide the support you need now and in the future.
Assess your portfolio against your future objectives.Thinking critically about your investment portfolio compared with your future objectives is the first step towards solving any problems. We work closely with our clients to design and implement the appropriate investment journey.
Shape and implement a sustainable investment policy.Our dedicated team can help you to form a sustainable investment policy and we rigorously oversee portfolios to ensure managers are sticking to their sustainability claims, and to protect clients from reputational damage.
Our latest insights about fiduciary management
Talk to us
Before you access this page, please read and accept the terms and legal notices below. You’re about to enter a page intended for sophisticated, institutional investors only.
This content is provided for informational purposes only. The information provided does not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities, or an offer, invitation or solicitation of any specific products or the investment management services of Mercer, or an offer or invitation to enter into any portfolio management mandate with Mercer.
Past performance is not an indication of future performance. If you are not able to accept these terms and conditions, please decline and do not proceed further. We reserve the right to suspend or withdraw access to any page(s) included on this website without notice at any time and Mercer accepts no liability if, for any reason, these pages are unavailable at any time or for any period.