Minimizing and managing risk in portfolios

Risks faced by investors
Challenges
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An increasingly complex and uncertain market with lower returns
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Operational inefficiencies and liquidity challenges
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High transaction fees and other costs
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Incorporating ESG considerations
How we help clients pursue success, together
Asset pool de-risking
We work with institutional investors like defined benefit (DB) plans, insurers, wealth managers and endowments and foundations on their risk strategy. For example, we work with DB pension plans to de-risk for portfolios through a four stage process that involves designing and implementing what we believe to be the optimal investment strategy.
If a client’s investment program is underfunded, we would work with them to build a strategy that allows for greater diversification and increased hedging. We also continuously look-out for and capture opportunities to de-risk. We are there for the client throughout the whole journey as they work toward their desired outcome.
Design the right journey
Featured solutions for risk management
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Mercer pension risk exchange®
A monitoring and pricing platform with an online marketplace for organizations and trustees considering a bulk annuity transaction. Benefit from direct access up-to-date insurer pricing and cost of an annuity transaction.
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Mercer’s dynamic de-risking solution
This solution provides a framework to define your target destination, along with a roadmap to help you get there. The roadmap helps you to react to market conditions and continue on the path to your desired outcome.
Connect with a consultant
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MercerInsight®
A cloud-based platform for institutional investors and investment managers to gain access to insights from more than 200 Mercer researchers and analysts across a full spectrum of asset classes.
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Investment solutions
By implementing an investment solution, you can free your team to focus on higher value strategic priorities while an expert helps you with the investment, governance and risk management responsibilities.
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Mercer Sentinel
Focused on risk assessment and monitoring, we help investors better manage the implementation of your investment activities associated with holding, trading, and servicing investment portfolios.
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Investment insights
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Investment trendsToday’s institutional investors are looking to trusted advisors to provide solutions to help them meet their goals in an increasingly complex market environment. Mercer lets you decide how you want to work with us, and we make the process simple.
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Investment trends
Top five OCIO myths
OCIO Mythbusters: We demystify some of the top misconceptions around outsourced CIO (OCIO) and investment solutions. View the infographic! -
Investments
Your blueprint for resilience
The impacts of financial crises throw the importance of being in firm control of an investment portfolio into sharp relief. Mercer believes that there are 12 essential steps that investors should take to improve their governance.
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Alternative investments
Outsourced CIO (OCIO)
Our investment solutions and OCIO services are designed to help you address risk and governance concerns, invest sustainably and diversify with alternatives. -
Investments
Risk management
We can help you analyze your investment risk framework and portfolio performance to help you understand your portfolio's potential to adapt to market challenges. -
Alternative investments
Secondaries
We can help you identify a range of secondary investment opportunities through our existing relationships with asset managers and intermediaries around the world.
Related solutions
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Alternative investments
Outsourced CIO (OCIO)
Our investment solutions and OCIO services are designed to help you address risk and governance concerns, invest sustainably and diversify with alternatives. -
Investments
Risk management
We can help you analyze your investment risk framework and portfolio performance to help you understand your portfolio's potential to adapt to market challenges. -
Alternative investments
Secondaries
We can help you identify a range of secondary investment opportunities through our existing relationships with asset managers and intermediaries around the world.
Related insights
-
Alternative investments
Outsourced CIO (OCIO)
Our investment solutions and OCIO services are designed to help you address risk and governance concerns, invest sustainably and diversify with alternatives. -
Investments
Risk management
We can help you analyze your investment risk framework and portfolio performance to help you understand your portfolio's potential to adapt to market challenges. -
Alternative investments
Secondaries
We can help you identify a range of secondary investment opportunities through our existing relationships with asset managers and intermediaries around the world.