Solving investor challenges: capturing opportunities across all asset classes 

Process to capture investment opportunities


  • Investors need to search actively
  • Portfolio needs to be positioned to capture opportunities
  • Often too many decision makers are involved in long and tedious process
  • Asset managers lacking investment flexibility

Market volatility can be challenging. However, in the uncertain depths of a market crisis, there can be emerging signals of investment opportunity. Seizing an opportunity requires agility and speed and you need to be looking and positioned to capitalize on them. Depending on the nature of the investment opportunity and governance process, it can typically take months for an investor to implement an investment idea. Timeliness is a critical factor to benefit from opportunistic ideas. Partnering with an expert could help.

Position your portfolio to capture opportunities

  • Do your research

    It’s important to understand how market changes and global events could impact your portfolio and how you should respond. We provide you with the latest updates at your fingertips through our global investment research and our forward looking manager research platform MercerInsight.

  • Get some advice

    Speaking to an expert can help you decide the best way to convert insights into achievable, desired outcomes. We can advise on your investment strategy, manager selection and oversight, asset allocation, portfolio construction, sustainable investing and risk management.

  • Explore solutions

    Implementing investment solutions helps build resilient portfolios that are positioned to capture opportunities. It could also reduce costs, risk, and strain on in-house resources. We can also work with you to design a complete risk and governance solution, with access to managers highly rated by Mercer.

How we’re helping clients capture opportunities

  • Capturing an opportunity at the right time
  • Responding to changing market conditions

    We work with clients to build resilient portfolios that are positioned to help capture opportunities as they arise. During the COVID pandemic for example, we alerted our clients about opportunities in fixed income and gold while also encouraging investors to be pragmatic about rebalancing. We also emphasized that periods of volatility are likely to be favorable for strategies that allow asset managers a degree of freedom in deciding where to invest. We have helped our clients manage their risks by:

    • Identifying investment opportunity
    • Positioning their portfolio to help capture the opportunity
    • Assigning clear decision-makers and investment responsibilities for faster execution
    • Providing asset managers a degree of investing freedom, especially during times of volatility
Learn how Mercer's OCIO reduced portfolio risk in 2020. 

Featured solutions to help you capture opportunities

Mercer’s investment solutions help you create a robust and agile portfolio, positioned to capture opportunities and minimize risks as they arise.
  • 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.
  • Dynamic asset allocation

    We can help you identify opportunities and risks by evaluating current valuations, macro concerns, and investor sentiment. This could help you determine when and where to deploy capital as efficiently as possible.
  • An integrated expert solution

    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.
Meet some of our experts
Chief Investment Office, Americas

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.

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