Achieving operational efficiencies

Factors of operational efficiencies
Challenges
- Timely execution of investment decisions
- Access to alternatives and private markets
- Client-focused investment solutions
- Scale to reduce fees and operational and administrative costs
- Time, resources and budget allocated to managing investments
- Internal expertise and skills
Achieving operational efficiencies
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Do your research
It’s important to have access to the latest insights, trends, analytics and manager research to help you achieve operational efficiencies. We provide you with the latest updates at your fingertips through our global investment research and our forward-looking manager research platform MercerInsight®
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Get some advice
Speaking to an expert can help you decide the best way to help convert expert insight into outcomes. We can advise you on your investment strategy, manager selection and oversight, asset allocation, portfolio construction, sustainable investing and risk management.
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Explore investment solutions
Implementing an investment solution or OCIO could help you reduce your costs and risks and reduce the strain on your internal resources. It can also help you position your portfolio to be in a position to capture opportunities more efficiently. We partner with you to design a complete risk and governance solution.
How we’re helping clients achieve operational efficiencies
Seeking cost efficiencies
A global client wanted clarity around the investment strategy of its largest defined benefit (DB) plans and to investigate potential cost efficiencies around its commonly used investment managers within these plans.
We worked with the in-house investment team to identify the most common asset classes and built a global equity asset pool, hosted on an external platform, drawing on our extensive research to give all plans access to a high quality, diversified global equity fund that leveraged the scale of its total assets. The client’s new efficient framework allows them to focus more on their long-term strategies.
Featured solutions to help you be more efficient
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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 -
Mercer Sentinel
Mercer Sentinel is a dedicated team of experts focused on driving operational efficiency and risk mitigation. We’ll help you better manage the implementation of their investment activities associated with holding, trading, and servicing investment portfolios. -
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.
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.
Stan’s team is responsible for over $130 billion in Investment Solutions assets for clients in Defined Benefit, Defined Contribution, and Not-for-Profit assets. His team focuses on providing Mercer’s best investment solutions to clients and implementing and monitoring those solutions. He sits on Mercer’s Global Investment Committee, the Chair of Mercer’s Discretionary Governance Manager Selection Committee, and a member of Mercer’s Not-for-Profit Investment Committee.
Related solutions
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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. -
Alternative investments
Infrastructure
We can help you research, source and execute infrastructure and energy transition investment opportunities through funds, separate accounts, and co-investments. -
Alternative investments
Co-investments
We can help you source and execute co-investment opportunities that are positioned to help you achieve your overall investment objectives.
Related insights
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Chasing liability growth rates
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Four Reasons to Take a Closer Look at Private Equity Secondaries
With secondaries deal-making picking up we highlight four reasons why investors are taking a closer look at the sector. -
Portfolio strategies
Navigating Private Market Vehicles for Financial Intermediaries
Selecting the right vehicle for investing in private markets can make the difference in delivering the right outcomes for clients.