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This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any investment manager, or their affiliates. This content is general in nature and does not contain investment advice for any particular circumstances. Additional advice would be required in advance of entering into any contract. When Marsh is engaged to provide investment services, it provides recommendations that are based on the particular client's circumstances, investment objectives and needs. As such, investment results will vary and actual results may differ materially.
Certain information may constitute forward-looking statements, and there is no guarantee that these results will be achieved. Past performance of any asset class, product or security is not a reliable indicator of future results. The value of investments can go down as well as up, and you may not get back the amount you have invested. Diversification does not guarantee a profit or protect against a loss. Investments denominated in a foreign currency will fluctuate with the value of the currency. Certain investments, such as securities issued by small capitalization, foreign and emerging market issuers, real property, and illiquid, leveraged or high-yield funds, carry additional risks that should be considered before choosing an investment manager or making an investment decision. There are substantial risks associated with investments classified as alternative investments.
Information contained herein may have been obtained from a range of third-party sources. While the information is believed to be reliable, Marsh has not sought to verify it independently. As such, Marsh makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential, or incidental damages) for any error, omission or inaccuracy in the information.
Marsh’s investment universes: Marsh’s investment universes are intended to provide collective samples of strategies that best allow for robust peer group comparisons over a chosen timeframe. Marsh does not assert that the peer groups are wholly representative of and applicable to all strategies available to investors.
Please see the following link for information on investment management index definitions.
Not all services mentioned are available in all jurisdictions.
Investment management and advisory services for U.S. clients are provided by Mercer Investments LLC and Mercer Investments Solutions LLC. Each of Mercer Investments LLC and Mercer Investment Solutions LLC is a federally registered investment adviser under the Investment Advisers Act of 1940, as amended. Registration as an investment adviser does not imply a certain level of skill or training. Each of Mercer Investments LLC’s and Mercer Investment Solutions LLC’s Form ADV Part 2A & 2B can be obtained by written request directed to: Compliance Department, Mercer Investments, 99 High Street, Boston, MA 02110.
Certain regulated services in Europe are provided by Mercer Global Investments Europe Limited and Mercer Limited. Mercer Global Investments Europe Limited is regulated by the Central Bank of Ireland under the European Union (Markets in Financial Instruments) Regulation 2017, as an investment firm. Registered office: Charlotte House, Charlemont Street, Dublin 2, Ireland. Registered in Ireland No. 416688. Mercer Limited is authorized and regulated by the Financial Conduct Authority. Registered in England and Wales No. 984275. Registered Office: 1 Tower Place West, Tower Place, London EC3R 5BU.
Investment management services for Canadian investors are provided by Marsh Investments Canada Limited. Investment consulting services for Canadian investors are provided by Marsh (Mercer) Canada Limited.
Investment advisory services for Brazil clients are provided by Marsh Consulting (Brasil) Ltda, a company regulated by the Brazilian Securities and Exchange Commission to provide Financial Advisory services.
Investment advisory services for Mexico clients are provided by Mercer Asesores en Inversión Independientes, S.A. de C.V. , a company regulated by the Mexico National Banking Commission to provide Financial Advisory services.
Mercer Investments (Australia) Limited ABN 66 008 612 397 AFSL 244385 and Mercer Consulting (Australia) Pty Ltd ABN 55 153 168 140 AFSL 411770 are licensed to provide financial services to Australian investors. This content is presented to wholesale investors (within the meaning of section 761G of the Corporations Act 2001 (Cth)) for educational purposes only.