We help you invest with confidence, navigate uncertainty, and explore potential opportunities in all market conditions.
Many investors seek guidance on setting a strategy, manager research, asset allocation, and the day-to-day operations of an investment program. We call these ‘investment solutions’. There are many terms used for these services including OCIO, delegated solutions, fiduciary management, or implemented consulting, but they all centre on the same thing: supporting institutional investors to meet their goals more efficiently. Implementing an investment solution can help you maintain control and feel confident knowing your investments are in professional hands, while still maintaining ultimate control.
Integrating ESG into an overall strategy
The shift to a zero-emission economy is high on the agenda for a great number of governments and organisations globally. Many have made pledges for change, mapped out a journey plan, or have started implementing a strategy. We believe it is critical for investors to assess and address their ability to transition and start investing in companies positioned to perform well in a sustainable economy.
Benefit from good investment governance
In an increasingly unpredictable and volatile geopolitical environment, resilience is key for investors. Good governance and a diversified portfolio with established operational structures and clearly defined tasks can provide a robust framework; ensuring investors are well placed to handle market volatility. Ask us about our investment solutions for wealth management clients.
Enhance a portfolio with private market assets
Investors want alternative assets that can diversify risk and boost returns. Private market assets are growing in popularity, as they are generally less sensitive to short-term public market volatility and can earn a premium if held over a longer term. They are not always easy to access, are worth consideration. A sophisticated institutional investment solution can help investors access these assets efficiently.
“A governance advantage enables our clients to access timely information, respond quickly, and make effective decisions. This helps them to manage risk and capture emerging opportunities. Good governance underpins everything we do as an investment partner.”
Mick Dempsey, Global Head of Investment Solutions & OCIO services
Every investor is unique, but all have one thing in common - the desire for a trusted advisor that understands what they need, and what they do not. An advisor who can draw on informed, impartial, specialist advice and help them implement it effectively. Learn how you can use our investment solutions capabilities to help you reach your objectives.
Private market opportunties span many sectors and regions, offering many potential benefits including protection from much of the public market volatility, offering the potential to earn a premium over the long term. Accessing private market managers can be challenging for some investors – and this is where Mercer can help. We have been investing in these markets for more than 25 years, establishing deep relationships with a wide universe of highly rated managers and building a strong investment governance capability.
A strong governance framework can help institutional investors better position
for success in 2021
Private markets are becoming increasingly popular as investors shift parts of their portfolios away from publicly traded assets in order to diversify their risk and return drivers. The opportunities in private markets span many sectors and regions, each offering something different to investors. Yet they all share the qualities of being shielded from much public market volatility and having the potential to earn a premium by being held over the long term.
However, accessing managers that invest in private markets can be challenging for some investors – this is where Mercer can help. We have been investing in these markets for more than 25 years, establishing deep relationships with a wide universe of highly-rated managers. Our dedicated alternatives group of over 180 professionals across 20 global locations, work on $200bn of alternatives advisory mandates for clients - $21bn of assets being under direct implementation.2