Mercer and Oliver Wyman 2024 Global Insurance Investment Survey
Our survey shows that four out of 10 insurers plan to increase private market allocations in 2024, with private debt in focus.
Volatility in markets has kept insurers on their toes over the recent past, which the findings of our recent survey of insurers attest to. Across regions and business lines, many are assessing the opportunity to put excess cash and liquidity to work, whether through optimising fixed income allocations, increasing exposure to private debt, or continuing the push into private markets.
Our study canvassed the views and plans of more than 80 insurers, to share in-depth insights and key learnings based on: their views on investment challenges and opportunities in the current environment; investment decision-making and plans for portfolios; approaches to sustainable investing, net-zero target setting and implementation; and the operational challenges ahead.
Four themes for insurers in 2024
Tailored solutions to help you reach your investment goals
-
Implementation and implemented investment solutions
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®, an alliance with eVestment, 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.