Mercer advice is focused, dedicated and attuned to the needs of super funds, endowments & foundations, insurance funds and wealth managers


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. Follow these links or connect with us below to explore how our advice can help you.

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 Dynamic Asset Allocation (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.

Learn more about Mercer's Responsible Investment (RI) solutions.

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.

Learn more about Mercer's Superannuation Fund Services.

Are you a Mercer Super Member?

If you are a personal Mercer Super Member please contact us through one of the following methods:

If you have your Super with us via your employer – 1800 682 525
If you have a personal Super account with us – 1800 810 558
If you have a pension account – 1800 671 369

Call us between 8:00am and 7:00pm Monday to Friday (AEST / AEDT).

For more information on the Mercer Financial Services or to login to your Mercer super account visit Mercer's Financial Services website.

We’re here to help

If you would like to request specific reports, please complete the form below and provide any additional information as required.

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