With disruption brings opportunities - you're invited to take part in our survey

Investment decision-makers around the world know that continuing uncertainty around major global themes such as inflation, low returns and changing economic trends, means there is no right or easy answer on issues such asset allocation, environment and climate risk management, societal and demographic change and governance structures.

We are inviting key organizations to participate in our 2022 Global Segment Investor Surveys to share how they are preparing to face and embrace these challenges and opportunities. We have carefully curated each survey to the specific nuances of wealth managers, not for profits and insurers, providing you with comprehensive analysis, giving you invaluable insights and the ability to benchmark your organisation to your peers.

Each participant will receive a copy of the curated findings where you will discover what your local and global peers see as the biggest risks and opportunities facing their industry, but more importantly what they are doing about them? What methods they are using to incorporate environmental, social and governance into investment decisions? How are they positioning their portfolios to protect against inflation and low expected future returns? 

If you have any questions, please contact rebecca.sandys@mercer.com

A little of your time could make a big difference

We recognize that participation in this short survey requires a special effort on the part of your organization. In return, we will make a $10 charitable donation for each completed survey per organisation to your choice of our carefully selected charities.

Four key themes


Market trends & asset allocation

Gain insight into portfolio positioning, highlighting regional and sector differences.


Investing for a sustainable and equitable future

Explore how investors are supporting solutions for our planet and society, while generating returns.


Alternatives and private markets

New assets for a new age. Discover how non-traditional investment ideas are becoming mainstream.


Organizational structure and strategy 

Agility, focus and adaptability – find out how investors are preparing their teams to manage an uncertain future.

Investor podcast

Critical thinking, critical issues


Hear about the latest market themes, new ideas, opportunities and what’s shaping the future of asset management in our investor podcast series.


Investor blog

Yield point


Our specialists provide their point of view on the latest investor themes and market movements in our investor blog series.


Strategic research

MercerInsight® Community


MercerInsight® Community offers free personalized, curated content to help you make informed decisions about your investments.


Manager research

MercerInsight®, an alliance with eVestment


MercerInsight, an alliance with eVestment, is a powerful digital platform designed to help sophisticated investors make better-informed decisions. 


Speak to a Mercer consultant