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Reshape outcomes with Marsh investments and retirement consulting

Whatever the objective, plan sponsors can rely on Marsh’s investments and retirement consulting for a range of investment solutions, from research and advice to full investment outsourcing (OCIO).
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Every investor is unique and faces their own set of challenges. Having a trusted partner to help you navigate an increasingly complex market can position your portfolio to reach its full potential. But partnership goes beyond just sharing ideas.

We collaborate with you to build resilient, more agile portfolios to fit your individual governance and investment needs. We do this by combining our capabilities to invest directly in global securities with continued access to allocation strategies from across the asset management industry. The result is the ability to fully customize portfolios for clients – based on their specific goals and underpinned by our deep knowledge of the global investment universe, and our capabilities across research, advice, and solutions.

As a partner to your investment portfolio, we look beyond any single perspective on the investment landscape. Together, we help you tackle today’s investment challenges and prepare for the future with confidence.

Everything we do starts with your needs in mind. We take the time to understand your overall investment objectives and pain points and define an effective approach. We leverage our latest thinking and insights, and strategic and manager research to help you make better informed decisions. Get advice and guidance to help you identify effective ways to convert these insights into achievable and desirable outcomes – including portfolio construction and asset allocation. If you want our help with strategy execution, we can become an extension of your team and build a bespoke and agile implementation solution tailored to your portfolio needs.
No one knows your industry and business better than you. Our goal is to come to the table prepared to listen and engage with you so that we can bring the best advice and tools to apply to your unique situations, mission and priorities.
 Marc Cordover

Practice Leader, Marsh Investments and Retirement, US

Investment solutions to suit your needs

Partnering with asset allocators across industries

We work with professional investors of all types and sizes around the world, to help them understand and manage investment risks, identify and capture investment opportunities and implement tailored strategies that are positioned to help meet their overall objectives.

We partner with employers and pension trustees to build innovative, resilient and agile portfolios, rooted in a deep understanding of balancing beneficiaries’ needs with the sustainability of the plan.

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We partner with defined benefit pension plans and trustees to help identify and mitigate risks, take advantage of opportunities and achieve your scheme's goals. 

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We partner with wealth managers to support them successfully deliver the investment objectives of their clients.

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We partner with endowments and foundations to build innovative, resilient and agile portfolios designed to align with their purpose, mission and goals. 

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We partner with insurers to help them achieve strong risk-adjusted returns, while maintaining operational efficiency and meeting their capital requirements.

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We partner with family offices to build innovative, resilient and agile portfolios. Portfolios designed to growth and protect family wealth. 

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We partner with sovereign wealth funds to help align capital with long-term financial performance and enduring national value.
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How can Marsh help you?

With an ever-evolving market landscape, investors face myriad challenges in reaching their financial goals. You can choose just the solutions you need from our established investment solutions platform to keep your investment objectives in focus and evolve your options as your needs change.

  • Research that helps drive performance: Asset allocation strategies and the right investments can help investors reach their goals.
  • Helping to provide expert advice: Uncover the right investment and retirement strategies that fit your unique requirements to help meet your goals.
  • Governance that helps reduce risk: A strong governance foundation is critical to long term investment success.
  • Scale that helps enhance value:  Consider how an OCIO solution could help your organization.
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Leverage our breadth and depth

$16.2T

US $16.2 trillion in global assets under advisement1

$846 Bn

US $846 billion assets under delegated management2

11K+

11,400 investment strategies rated3

1 June 30, 2025

2 June 30, 2026 / end of 2Q26. The assets under management data (the AUM Data) reported here include aggregated assets for which Mercer Investments LLC [and its global affiliates] provide discretionary investment management services as of the dates indicated. With respect to certain commitment-based private funds managed by Mercer Investments LLC or its global affiliates, the AUM data includes committed but uncalled capital, which may also be reflected in client assets otherwise managed by Mercer Investments LLC or its global affiliates. The AUM Data reported here may differ from regulatory assets under management reported in the Form ADV for Mercer Investments. For regulatory assets under management, please see the Form ADV for Mercer Investments which is available upon request by contacting Compliance Department, Mercer Investments 99 High Street, Boston, MA 02110.

3 March 31, 2026.

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