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