Advice

Wealth and Investments

Advice

When you appoint Mercer, our team effectively becomes your team, giving you access to all the experience, people and scale that Mercer Investments brings to bear.

Now that’s a formidable combination.

Our advice is delivered through four ‘client units’, each focussed, dedicated and attuned to the needs of super funds, endowments & foundations, insurance funds and wealth managers. We leverage the expertise of our 2,200 investment professionals in over 62 offices, who work to deliver repeatable investment success by implementing strong and globally relevant strategies at a local market level.

  • Strategic and capital markets research: Our research provides the framework for developing long-term capital market assumptions integral for the development of the strategic asset allocation.
  • Risk management with sophisticated, proprietary modeling tools: Our risk-budgeting approach ensures that the total portfolio risk is appropriate for each client’s risk appetite and that risk exposures are rewarded with an appropriate level of expected return. Our tools enable us to carry out complex quantitative risk and return analyses to complement the qualitative analysis we undertake.
  • Robust, diversified manager portfolio construction: Our portfolio management teams combine the best-in-class managers, whose skills complement one another to provide an improved risk-adjusted return portfolio.
  • Dynamic approach to asset allocation: Dynamic portfolio management between asset classes ensures that our clients’ portfolios capture the market opportunities as the investment environment changes — all while managing risk.
  • Proven manager research: Our dedicated manager research group of over 144 full-time manager researchers across the globe is split into distinct research boutiques: Equities, Fixed Income, Hedge Funds, Real Estate and Private Markets.
  • Efficient investment operations and implementation: Our entire service is underpinned by a highly efficient administration process, which is managed by our investment operations team. This support is critical, as our team must engage custodians, monitor cash flows, monitor manager mandates, maintain rebalancing ranges and calculate investment returns.

Our purpose is to add value to our clients as shown in the illustration below:

Dynamic Asset Allocation

Flexibility gets results from changes in market conditions. We help investors improve their flexibility, advising them when to reduce positions in expensive asset classes and when to increase exposures to those with more growth potential.

We believe that DAA can add value by implementing medium-term asset allocation views and also mitigate downside risk in a portfolio.

At any given point in time, the behaviour of market participants can cause the price of an asset class to deviate significantly from its underlying value.

Following the end of each quarter, Mercer’s DAA team will analyse and consider these deviations to form DAA views for the coming quarter.  These views are presented in detailed DAA reports and are summarised on our interactive DAA Dashboard.

Operational Efficiency

Mercer Sentinel is a recognised industry leader with respect to consulting on custody, middle office, investment operations and transaction-based activities, including execution quality, operational risk management, and governance.  

Services  include:

  • Custody and investment administration consulting including custodian fee and capabilities benchmarking and securities lending.
  • Operations risk consulting including investment manager operational due diligence.
  • Transaction/execution cost and efficiency consulting including investment manager transitions support and FX execution efficiency assessment.

Responsible Investments

Responsible Investment (RI) is about looking long term and considering what needs to be done now in order to achieve sustainable investment growth in the future taking account of environmental, social and corporate governance (ESG) factors.

Institutional Investors

Recognising that the needs, challenges and objectives of institutional investors do vary, the Mercer Investments team has been organised into four ‘client units’ covering super funds, endowments & foundations, insurers and wealth managers. Each client unit is focussed, dedicated and attuned to the needs of its particular group of institutional investors.

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