Mercer’s PTO practice provides expertise and experience to Sovereign Wealth Funds (SWFs), corporate holdings and family businesses. We support them by bringing clarity and action-oriented change in managing their portfolios.
Our services and comprehensive expertise benefit investors in three different ways.
Our PTO professionals bring a blend of private equity and consulting skills to perform the activities under each service offering.
We partner alongside your team to deliver results
Direct Investments
Real estate / property / land assets
Greenfield projects
Sovereign Wealth Funds have large portfolios of direct investments. They are keen to understand how they can better manage these assets. By working collaboratively with the existing investment teams “shoulder-to-shoulder”, we can make a faster impact and we can embed best practice seamlessly into the organization. They learn by working with us – we support the Directors representing them on the Board of investee companies, provide the analysis to make informed decisions, prepare the Investment Committee memos, etc.
With corporate holdings and family businesses, we are typically embedded in their investment teams and we work directly with the Chief Investment Officer or the Head of Investments. After an initial diagnostics phase which consists of understanding the portfolio, its strengths and challenges, we discuss with the Client the set of potential initiatives which can improve the performance and the resilience of the portfolio. We discuss all topics: portfolio characteristics, corporate governance (Boards and Management Teams), potential transformation initiatives, etc. Once agreed with the Client, we support with the implementation of such initiatives.
Our team consists of experienced professionals who have been part of investment organizations before. We are familiar with the challenges faced by our Clients and our Clients appreciate this differentiating factor.
Africa
