Mercer’s ODD framework provides best in class assessments for Asset Manager’s complete operating infrastructure
Dedicated specialists focused on governance, investment operations and execution risk
A global team (50+), Expert team with highly specialized backgrounds
Over $2 trillion in invested assets over the past 15 years
Investment managers focused on delivering performance to investors face a number of challenges in supporting alpha delivery through an operational model that provides appropriate oversight over its firms’ processes and procedures. When we review investment managers on behalf of our clients, our risk assessment involves an in-depth review of processes, controls and procedures across core areas of the organization. In conducting this analysis, our primary focus is to distinguish well-managed operations and control environments from those that potentially expose clients to increased, and often unnecessary, operational risks and costs.
Focus management on critical non-investment issues
Provide a truly independent view and voice
Reduce potential future liabilities resulting from operational risk events
Enhance invesment governance and operational structure and raise standards among managers
Peer benchmark (local and global) managers against best practice
Identify talent gaps in local markets and educate on operational issues
Assist investors with manager selection and asset-allocation decisions
Access more complete investment solutions
Our approach benchmarks each investment manager against safe and sound practices. We expressly consider increased risks and challenges associated with the investment strategy, firm size, complexity and significant third-party or outsourced relationships, along with the mitigating or compensating controls that a firm may have to manage potential risk issues.
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