Investments | Mercer

Investment Management & Consultant Firms

Our Lines of Business

Investments

The complexities, nuances, and dependencies that factor into every investment decision grow exponentially each year. To effectively manage and grow investments requires a higher level of rigor and specialization. It’s a level of expertise few organizations can achieve — and it’s what sets Mercer apart.

Why Mercer

At Mercer, we have helped millions of people live a more secure future, and organizations build a more secure business. For non-profits, our advice has opened opportunities to fulfil their mission and do more good in the world. For the individuals that wealth creation ultimately touches, we give them the freedom to live their lives – their way.

Whether you are an employer, institutional investor, non-profit/endowment, financial intermediary, or family office, we help you achieve growth in a complex world. Together, we strive for better decisions that drive better outcomes for our clients, for people, and for society.

Investments

Mercer understands that "one size doesn't fit all." We can help you assess your objectives and the risks and outcomes you view as most important--and then work with you to customize an investment program. From strategy, structure and implementation to ongoing fiduciary mangament, we can assist across the continuum of institutional investing. For 40+ years, we have cultivated deep expertise and intellectual capital in the investments area.

 

GLOBAL INVESTMENT RESEARCH

ALTERNATIVE INVESTMENTS

RESPONSIBLE INVESTMENT

Covers themes and opportunities, investment beliefs and governance models.

Diversifying your portfolio is the one principle every professional investor agrees on. But how to do it without sacrificing returns?

Advises institutional investors on why and how to adopt a sustainable investment approach.

 

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Staff worldwide and 165 dedicated research analysts 1

Consultant by Global Assets under Advisement 2

Delegated Assets Under Management 3

Assets under Advisement 4

 

1 Information is as of January 1, 2019
2 Pension & Investments, Pensions & Investments Survey, November 26, 2018
3 Information as of March 31, 2019
4 Information as of December 31, 2018

Our Approach

We provide customized advice supported by forward-looking research to help our clients make and implement better decisions for their investment strategies.

ADVICE

SOLUTIONS

TOOLS AND RESEARCH

We advise clients on the best strategies for converting actionable insight into desired outcomes.

  • Investment Strategy
  • Asset Allocation
  • Portfolio Construction
  • Manager Selection
  • Responsible investment
  • Operational Efficiency
  • Risk Management

We support clients in implementing strategies to meet their goals.

  • Multi-client and custom fund implementations
  • Mainstream assets
  • Private Markets
  • Asset Liability solutions
  • Technology solutions
  • Operational execution
  • Implementation

We help our clients be better informed about market changes and trends that may impact them.

  • Strategic investment research
  • Investment manager research
  • Capital market research
  • Dynamic Asset Allocation
  • Performance Analytics
  • Operational Due Diligence
  • Market intelligence

 

Mercer Investments Solutions

Defined Benefit Pension Plans

Mercer can help defined benefits plans manage persistent risks, such as market volatility, uncertain liabilities, and pressure to reduce expense and contributions.
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Defined Contribution Plans

Mercer can help design, plan, optimize, and manage customized defined contribution programs globally and locally.
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Employee Financial Wellness

Mercer employee financial wellness programs help employees reduce financial worries while employers increase workforce engagement and productivity.
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Alternative Investments

Mercer alternative investments provide the potential to guard against the volatility of equities, hedge against inflation, and achieve better returns.
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Endowments and Foundations

Mercer is dedicated to helping endowments and foundations not only realize higher risk-adjusted returns but also fulfill a higher mission.
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Financial Intermediary Partner

Mercer can help financial intermediaries bolster resources, generate investment ideas, perform due diligence, and assess operational and fiduciary risks. 
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Insurance Investment

Mercer's dedicated Insurance Investment specialists offer many types of insurers solutions across the spectrum of investment, risk and governance issues.
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  Contact a Mercer Investments Consultant
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