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See farther with insights from the latest investment research, and reap the benefits of our best thinking.


Investment solutions spectrum of services

 

Do it yourself or delegate some or all of your responsibility to us.

Click on the tiles below to read three different scenarios for how we can work with you.

Do it yourself Do it yourself
Tools and research

Client situation: A large global private bank wanted to expand its research library to enhance its range of third-party fund solutions to better service clients and financial advisors and stay ahead of the complex investment environment.

Mercer solution: We provided access to Mercer’s Global Investment Manager Database (GIMD™), containing all of Mercer’s manager research, investment and operational due diligence, including the ability to access ESG and asset allocation expertise.

Results: Individual investors were able to access a wider range of third-party funds, while our client was able to reduce its operating costs by mitigating the need to add further internal investment research resources.

Advice

Client situation: A discretionary fund manager needed support in developing strategic asset allocation and risk-based model portfolios that reflected its specific client base.

Mercer solution: Our consulting team worked with the discretionary fund manager to develop customised model portfolios that incorporated our best thinking with its own client’s needs across a range of risk, return, liquidity and fee constraints.

Results: The discretionary fund manager enhanced its investment management capabilities and was able to provide innovative investment strategies for its clients.

Solutions

Client situation: A multi-family office wanted to incorporate alternative strategies into its clients’ investment programs but didn’t have the resources or scale to internally build and manage a diversified private markets programme.

Mercer solution: The team leveraged Mercer’s portfolio management and back-office teams to deliver an institutional-quality alternatives offering at competitive fees with a single set of documents to execute.

Results: The multi-family office was able to reduce its operating costs and scale its investment offering.

Do it for me Do it for me

 

 

 

 

Investment solutions for insurers

Investment solutions for insurers

We have worked with insurance companies for more than 30 years and understand that no insurance company is the same. Our customised approach focuses on understanding your unique operating and regulatory objectives and constraints while delivering our best investment ideas through the framework of an insurance company

Learn more

 

 

Investment solutions for not-for-profits and charities

Investment solutions for not-for-profits and charities

Not-for-profit organisations face particular challenges striving to balance effective governance and stewardship of investment portfolios while fulfilling the organisations’ overall missions. We work with not-for-profit organisations — from smaller charities to large foundations — to create custom solutions.

 

 

Investment solutions for wealth managers and family offices

Investment solutions for wealth managers and family offices

We support wealth managers, such as banks, private banks, discretionary wealth managers, financial advisers and family offices, to deliver innovative investment solutions and offer enhanced value and engagement to your clients. We partner with you in areas ranging from investment research and advice through management and execution to enhance your investment and implementation capabilities.

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Why Mercer? Why Mercer?

Why Mercer?


As one of the largest investment services providers worldwide, we can leverage our flexible global infrastructure to support you where you need it most, from strategy through execution.

1,300+

Investment professionals worldwide and 135 dedicated analysts 1

#1

Consultant by global assets under advisement 2

$15 trillion

In assets under advisement 3

$304 billion

In delegated assets under management 4


Footnotes

 

Please see important notices for regulatory information.

 

1 As of June 30, 2018.
2 Pensions & Investments. Pensions & Investments Survey, June 30, 2019.
3 Information as of November 30, 2019.
4 Information as of June 30, 2019.

 

Examples used on this page are Mercer Global examples and not necessarily specific to Ireland.

We’re here to help

We’d be happy to set up a free consultation or send you more information to get you started. Simply fill out the form below and we will be in touch. If you are an existing Mercer plan member and have a question about your pension or shares, please contact the JustAsk team via this link.

 

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