We’re evolving. Mercer is now part of the new, expanded Marsh brand

Investment solutions and OCIO services for asset owners

Institutional investors face growing challenges: balancing risk, return, and reputational demands while managing cost pressures, regulatory changes, and operational complexities. Finding the right expertise to make efficient, informed decisions is critical. You need a partner who understands your governance, adapts to your evolving goals, and helps to deliver customized solutions.

Our solutions to help you achieve your investment goals

We are purpose built – with access to scale, a holistic perspective, and open architecture complemented by direct investment capabilities. By working closely with you, we aim to build agile, resilient, and innovative portfolios that align precisely with your governance requirements and investment objectives.

We partner with institutional investors of all types and sizes around the world – from defined contribution and defined benefit pension plans to wealth managers and single family offices, endowment and foundations, insurers and healthcare organizations – to help build agile, more resilient and innovative investment portfolios. We don’t view portfolios in isolation. Covering governance, risk and liquidity needs, we aim to deliver advice and implementation expertise to help build portfolios that perform in practice.

The result is the ability to fully customize portfolios for clients – selecting the most appropriate tool for each job.

Working as an extension of your team, we flex our services to suit your requirements, providing support across a suite of services – from governance and due diligence to manager research and risk mitigation – along with implementation services that encompass allocation strategies to specialist areas such as alternatives, as well as direct investing capabilities.

A partner to your portfolio

We collaborate with you to build resilient, more agile portfolios to fit your individual governance and investment needs. Our approach leverages our investment advisory heritage, insights from our deep knowledge of the investment universe, and our capabilities across research, advice and solutions.
Discover how

Purpose built for what’s next

Here’s a look at how we have continuously innovated to help clients grow.

  • Created the category of delegated solutions first in Australia before expanding globally.

  • Expanded private markets offering across research, advice and solutions

  • Founding UN PRI signatory with dedicated sustainability teams.

  • Capturing asset-liability gains for clients with real-time execution - transforming pension fund journeys.

  • Codified decades of experience into scalable decision-making tools.

  • Acquisition of SECOR and Cardano – responding to client demand for greater execution capabilities.

Addressing complex investment challenges

Our outcome-orientated solutions bring a holistic perspective, helping you to focus on the things that matter most to you. Our breadth and depth of experience can help you build confidence in your strategic decisions as we act as your trusted advisor, aiming to help you succeed.
Michael Dempsey

President, Investments and Retirement

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Time, expertise and confidence

Lean on our consultants to provide the advice, insight, implementation and operations your portfolio needs to help you invest with confidence. Explore what our range of investment solutions could mean for your portfolio today.

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    Leverage our breadth and depth

    $727 Bn

    US $727 billion assets under delegated management1

    11K+

    11,100 investment strategies rated2

    1 March 31, 2026 / end of 1Q26. The assets under management data (the AUM Data) reported here include aggregated assets for which Mercer Investments LLC 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.

    2 June 30, 2025

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    [1] Pursuant to Mercer’s proprietary rating process the rating assigned to a strategy may or may not be consistent with its past performance. Although the rating reflects our expectations on future performance over a time frame appropriate for the particular strategy, we do not guarantee that these expectations will be fulfilled. Please see the Guide to Mercer’s Investment Strategy Ratings.