• Our powerful digital platform, which is an alliance with eVestment, can help sophisticated investors make better-informed decisions. Utilizing the latest technology, the platform offers truly global coverage and allows clients to screen across a huge range of data points combined with the ratings and documents produced by Mercer’s investment and operational due diligence teams.

  • In our new paper, we explore what plan sponsors and fiduciaries should consider as they plan for the upcoming year, such as the importance of diversification and the role of alternatives, how the decline of interest rates could erode the gains achieved in recent years, and the crucial role of a robust governance structure in navigating through uncertain times.

  • In our new paper, we highlight the evolving DC landscape and explore what plan sponsors should consider as they plan for the upcoming year, such as the impact of Artificial Intelligence (AI) on participant communications and plan administration, the importance of retirement income strategies, and the need for effective risk managent.

  • We offer independent research and advice, discretionary investment services, and single and multi-asset funds through highly-rated third party asset managers. Our solutions span geographies, asset classes and public and private markets. We can help you build custom portfolios and identify opportunities for your clients. We can supplement your own team’s efforts and act as an extension of your team. We are flexible in how we work with you and we adapt our services to help meet your needs. 


Contact Kaushik Mehta, Southern California & Nevada Wealth Practice Leader, at Kaushik.mehta@mercer.com or Rowena Lai, Northern California & Hawaii Wealth Practice Leader, at rowena.lai@mercer.com.
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