Defining your investment risk management approach

Risks are intrinsically linked to returns, making them fundamental in your mission to achieve your investment goals. Your portfolio should always be prepared for market volatility in all forms, including monetary and fiscal policy shifts, geopolitical tensions, inflation and changes to the business cycle. Below are some considerations when it comes to managing investment risk.

Three investment risk management strategies for institutional investors

  1. Get access to global research
    Searching the enormous universe of investment opportunities creates strain on research teams. Gain the upper hand with our global investment research and forward-looking management tool, MercerInsight®,which puts analysis at your fingertips. We offer robust global strategic and manager research that sits at the vanguard of the asset management industry. Discover the latest investment insights and trends by capitalizing on our in-depth analytics and expansive manager research capabilities.
  2. Reach out to third party specialists for advice

    We can help you seek the optimum way to construct your portfolio through asset allocation, trading strategies and risk evaluations.

    Our bespoke advice service allows you to turn investment insights into an intrinsic part of your investment strategy. We can advise on your investment approach, manager oversight process, asset allocation, portfolio construction and risk management. We can also help you diversify your risk footprint by adding sustainable investments and private markets to your portfolios.

  3. Consider full solutions to take away the burden

    Choosing the right investment partner can be a challenge. You need a partner that truly understands your goals and is able to meet all your requirements.

    We adapt our investment solutions and services to suit you, adding to your existing internal efforts or seamlessly integrating into your team. For smaller firms, our expertise means we can take more of the burden of risk management from you. For larger firms and offices, our focused portfolio intelligence enables us to fine-tune investment exposures and styles.

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