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Factors of operational efficiencies

 

Factors of operational efficiencies

Challenges

 

  • Timely execution of investment decisions
  • Access to alternatives and private markets
  • Innovative investment solutions
  • Scale to reduce fees and operational and administrative costs
  • Time, resources and budget allocated to managing investments Internal expertise and skills

Time, resources and expertise are at a premium – especially at times of stress, but a failure to manage risks and costs can quickly impact overall portfolio performance and jeopardise your ultimate outcomes. Working with a partner that has scale, operational resources and capabilities could dramatically improve your efficiencies and reduce the risk of not meeting your objectives. Access to expert research can help you make informed investment decisions, capture opportunities while keeping costs down, prioritising day-to-day decision-making and building portfolio resilience through good governance.



Achieving operational efficiencies


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®

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, responsible investing and risk management.

Explore 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 DB schemes and to investigate potential cost efficiencies around its commonly used investment managers within these schemes.

 

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 schemes 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.

 





Meet some of our experts 


Carol-Ann McMahon

Global Chief Operating Officer, Investment Solutions

 

Carol Ann is responsible for all operational, technology and solution implementation services and support activities across the continuum of Mercer's Delegated Solutions business globally. Carol Ann has over 25 years’ operations experience in the Financial Services Industry.

 

Mitchee Chung

European Director, Mercer Sentinel

 

Mitchee leads the team at Mercer Sentinel, a specialist global group focused on investment operations including investment manager operational risk assessments, transition coordination/transition manager selection and custodian reviews. Mitchee is a subject matter expert on helping clients assess and improve investment operations across a range of asset classes.

 



Stephen Gouthro

Chief Operating Officer, US

 

Stephen leads the implementation and operations teams supporting our U.S. investment solution clients, across all business segments. He is focused on the transformation of the operational platform & technology investments in order to ensure seamless execution on behalf our clients. The operational teams are responsible for client transitions, trade execution, fund administration and operational support for client portfolios.

 

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This information is for sophisticated investors only who are accredited investors or qualified  purchasers.  Funds of private capital funds are speculative and involve a high degree of risk. Private capital fund managers have total authority over the private capital funds. The use of a single advisor applying similar strategies could mean lack of diversification and, consequentially, higher risk. Funds of private capital funds are not liquid and require investors to commit to funding capital calls over a period of several years; any default on a capital call may result in substantial penalties and/or legal action. An investor could lose all or a substantial amount of his or her investment.  There are restrictions on transferring interests in private capital funds.  Funds of private capital funds’ fees and expenses may offset private capital funds’ profits. Funds of private capital funds are not required to provide periodic pricing or valuation information to investors.  Funds of private capital funds may involve complex tax structures and delays in distributing important tax information. Funds of private capital funds are not subject to the same regulatory requirements as mutual funds. Fund offering may only be made through a Private Placement Memorandum (PPM).

 

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