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Over the last few years, we have seen investors increasing their allocations to both private markets and sustainable investment strategies as they look for ways to prepare their portfolios for the future.
We don’t see private markets and sustainability as distinct but complementary strategies within an investment portfolio. By considering the two, we think investors can make more informed choices with respect to their long-term strategy, potentially enhancing returns whilst minimising the downside. We believe that private markets are a natural home for sustainability strategies, owing to the typically longer hold periods and greater degree of involvement, which underlying fund managers have in their portfolio companies.
We believe a sustainable investment approach is more likely to create and preserve long-term investment capital and more specifically that:
Introducing Mercer's sustainable opportunities private markets solution
Many investor face difficulties when seeking to implement to sustainable investments through private markets. In response, we have developed our own sustainable opportunities portfolio to provide access to a diversified range of highly rated managers across the full range of environmental and social themes, asset classes and geographies.
The portfolio seeks to deliver strong risk-adjusted returns from the targeted opportunity set of investments expected to benefit from the global shift towards a lower carbon economy and the need to address resource scarcity issues. The portfolio seeks exposure to environmental and social themes, which broadly align with a number of global standards including the UN Sustainable Development Goals.
Portfolio core investment themes
Key characteristics of the solution
The strategy focuses on infrastructure (typically a renewable energy but also other types of sustainable infrastructure) and private equity (typically buy out, growth and venture capital). However, is also encompasses sustainable real estate (e.g. affordable housing), natural resources (e.g. timber and agriculture) as well as private debt. The strategy focuses on developed markets but can also allocate to other regions given the nature of the opportunity set in sustainable investing. The structured approach to portfolio construction is another characteristic feature of our proven investment strategy. We aim for optimal diversification across risk/return profiles, investment styles, vintage years, regions, sectors and types of investment, as well as managers and individual assets.
via Primaries and Secondaries,
excluding Co-Investments
Private Markets Portfolio with a Sustainability Theme
7-10% p.a.
* Only sustainability focused strategies
All target allocations or returns and projected portfolio diversifications are for informational purposes only. There is no guarantee that the Fund will be able to implement its investment strategy and attain the allocations, returns, or diversifications presented.
Private Markets ~$124bn
Hedge Funds ~$55bn
Private Markets ~$15bn
Hedge Funds ~$7bn
Private markets ~150
Hedge Funds ~50
* Assets Under Management and Assets Under Advisement as of December 31, 2019. Please see Important Notices for important information about Assets under Management and Assets under Advisement. Private markets assets based on committed capital. Hedge funds and other alternative assets based on Net Asset Value (NAV). Dollar amounts in USD. Excludes fee compliance assets. Due to rounding, totals provided may not precisely reflect the absolute figures.
** As of January 31, 2021; excludes administrative personnel.
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This does not contain investment advice relating to your particular circumstances. No investment decision should be made based on this information without first obtaining appropriate professional advice and considering your circumstances. Mercer provides recommendations based on the particular client’s circumstances, investment objectives and needs. As such, investment results will vary and actual results may differ materially.
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Investment management and advisory services for US clients are provided by Mercer Investments LLC (Mercer Investments). Mercer Investments LLC is registered to do business as “Mercer Investment Advisers LLC” in the following states: Arizona, California, Florida, Illinois, Kentucky, New Jersey, North Carolina, Oklahoma, Pennsylvania, Texas and West Virginia; as “Mercer Investments LLC (Delaware)” in Georgia; as “Mercer Investments LLC of Delaware” in Louisiana; and “Mercer Investments LLC, a limited liability company of Delaware” in Oregon. Mercer Investments LLC is a federally registered investment adviser under the Investment Advisers Act of 1940, as amended. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Mercer Investments’ Form ADV Part 2A & 2B can be obtained by written request directed to: Compliance Department, Mercer Investments, 99 High Street, Boston, MA 02110.
Not all services mentioned are available in all jurisdictions. Please contact your Mercer representative for more information.
Certain regulated services in Europe are provided by Mercer Global Investments Europe Limited, Mercer (Ireland) Limited, Mercer Limited and Mercer Alternatives AG. Mercer Global Investments Europe Limited and Mercer (Ireland) Limited are regulated by the Central Bank of Ireland under the European Union (Markets in Financial Instruments) Regulation 2017, as an investment firm. Registered officer: Charlotte House, Charlemont Street, Dublin 2, Ireland. Registered in Ireland No. 416688. Directors: Sylvia Cronin, Michael Dempsey, Tom Geraghty, Abhishek Krishan, Deborah Mintern, Bruce Rigby (British) and Vincent Sheridan. Mercer Limited is authorized and regulated by the Financial Conduct Authority. Registered in England and Wales No. 984275. Registered Office: 1 Tower Place West, Tower Place, London EC3R 5BU. Mercer Alternatives AG is registered with the Swiss Financial Market Supervisory Authority (FINMA) to act as a supervised asset manager for collective investment schemes as well as a licensed distributor and representative for its own foreign collective investment schemes.
Investment management services for Canadian investors are provided by Mercer Global Investments Canada Limited. Investment consulting services for Canadian investors are provided by Mercer (Canada) Limited.
Please see this link for information on indexes.
This presentation 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 adviser 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 may be 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 invove 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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