Grow your business and deliver innovative solutions for your clients via the Mercer Aspire platform or access Mercer investment solutions on the Conexim.
Mercer Aspire is an innovative investment solution launched by Mercer in 2012. Mercer Aspire leverages Mercer’s global investment capability and is delivered through a partnership of Mercer and Zurich Life Assurance.6 The investment managers for all Mercer Aspire products are selected and monitored by Mercer Global Investments Europe Limited. Download the Mercer Aspire inforgraphic to find out more.
Mercer investment solutions range from a single asset class portfolio based on Mercer’s Global Manager Research to the construction of diversified multi-asset portfolios spanning several asset classes and investment managers, to the full implementation and monitoring of a long-term strategic plan.
Mercer investment solutions combines strategic asset allocation advice tailored to specific investors’ needs and objectives, with a robust multi-manager structure.
The process begins with understanding where your client is today regarding their plan design and investment features, what their ultimate objectives are and how Mercer can develop a strategy and investment structure for you that helps meet their goals.
When it comes to investments, clients can benefit from our global scale and expertise through simple-to-understand yet effective solutions. Clients will have access to our global investment capabilities, exclusive investment solutions, and world-class governance. They can also leverage our scale to potentially access lower fees than they would get on their own and use our global research and intellectual capital to help them make more informed decisions.
Access the financial advisor communications library
Request Mercer Aspire Investment Bulletin via the contact form below
Request Mercer Aspire quarterly investment reports via the contact form below
Fund Focus is an online fund analytics tool that enables intermediaries and financial advisors to measure and chart fund performance and volatility along with the ability to create and maintain portfolios.
Mercer partner with Zurich Life Assurance to deliver clients with high-class investment and pension solutions. You can visit the Zurich Life Assurance plc website to access fund prices, fund factsheets and a fund growth calculator to help you manage your portfolios.
Broker Assist is an independent specialist platform service for intermediaries and financial advisors that offers unique outsourced services, including sales support and commission processing.
Retail investors can acccess Mercer Investment Solutions through this investment platform.
Financial Express is an online tool that enables intermediaries and financial advisors to carry out investment research and analysis, portfolio construction, due diligence and ongoing monitoring.
Please click HERE for important regulatory and privacy information.
1 Information as of June 30, 2019.
2 Information as of November 30, 2019.
3 Information as of September 30, 2019.
4 Information as of December 31, 2018.
5 Pensions & Investments. Pensions & Investments Survey, June 30, 2019.
6 Zurich Life Assurance plc is registered in Ireland under number 58098. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Zurich Life Assurance plc is regulated by the Central Bank of Ireland.
7 Broker Assist Limited is a company registered in Ireland. Registration number: 222472. Registered Office: 97 Haddington Road, Dublin 4, D04 YK79, Ireland. Broker Assist Limited t/a Broker Assist is regulated by the Central Bank of Ireland.
8 Conexim Advisors Limited is a company registered in Ireland. Registration number: 485863. Registered Office 97 Haddington Road, Dublin 4, D04 YK79, Ireland. Conexim Advisors Limited (t/a Conexim Advisor Support & Services) is regulated by the Central Bank of Ireland under Regulation 11 (1) of the European Communities (Markets in Financial Instruments) Regulations 2007, and as an insurance intermediary under the European Communities (Insurance Mediation) Regulations, 2005 (as amended).
Figures used refer to Mercer’s business globally and are not specific to Mercer's business in Ireland.
If you would like to request specific reports, please complete the form below and provide any additional information as required.