Wealth and Investments

Investments


After over 40 years in the business, Mercer advises clients who collectively have over $12 trillion in assets worldwide.* That makes us one of the largest investment advisors in the world. Through our comprehensive selection of investment tools, advice, and managed funds, underpinned by our five key investment beliefs, we offer clients unmatched scale, specialisation, solutions and support.

Our team comprises 100 local and 1200 global investment specialists including asset consultants, portfolio managers, research analysts, and operations and governance experts.

Learn about our investment tools, advice, and solutions that help different types of investors, including 90% of Australia's largest investors, make tomorrow, today.

*As at December 31, 2015

Mercer Investment Solutions and Services

Investment Beliefs

Mercer’s Investments Beliefs apply globally and are consistent in every country in which we serve our clients
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Effective investment strategy comes down to smart thinking. Our 5 frame Investment Beliefs underpin our investment approach and drive success in achieving your objectives.

Multi-Manager Funds

The Mercer Multi-Manager Funds are a series of fully distributing unit trusts that include 30 single sector funds and eight diversified funds. Through in-depth qualitative and quantitative research, Mercer seeks to blend investment managers with a range of complementary investment styles and strategies. We believe our multi-manager approach is more likely to outperform single manager funds through the entire business cycle, with lower volatility of returns.
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Our clients benefit from the collective wisdom of Mercer’s global insights and perspective, while our local specialists provide timely and detailed advice based on regional market dynamics.

Insights

With unprecedented volatility, competitiveness and regulation in the investment market, it's hard to know where to focus next. Access our insights, news, tips and events for institutional investors and subscribe to Mercer's Investment Perspectives to ensure you're always up to date.
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Stay up to date with the latest insights for wealth managers, insurers, superannuation funds and not-for-profits.

Responsible Investment

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.
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Responsible Investment (RI) integrates ESG risks and opportunities into the investment process, along with the exercise of active ownership (voting and engagement). A sustainable investment approach, which considers such risks and opportunities is preferred because those ESG factors can have a material impact on long-term risk and return outcomes. Mercer’s RI specialist team provides advice and research to mitigate portfolio risk, demonstrate active ownership, and construct portfolios that target long-term returns and sustainable growth. The team also helps those investors seeking greater alignment between their organisation’s values, policies, and investment allocations.

Advice

Mercer provides clients who make their own investment decisions with independent and objective advice.
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Our clients benefit from the collective wisdom of Mercer’s global insights and perspective, while our local specialists provide timely and detailed advice based on regional market dynamics.

Operational Efficiency

Mercer Sentinel helps asset owners reduce risk and improve investment returns through better control and management of their operations; protecting capital, plugging portfolio performance leaks, transitioning, monitoring and much more.
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Mercer Sentinel is a dedicated specialist team within Mercer Investments focused on advising clients on the non-investment risks associated with investment operations and execution. The team focuses on very specific areas of non-investment and service provider risk and is comprised of professionals who have deep backgrounds and experience in custody, investment operations and execution, and risk management. Mercer Sentinel is a recognized industry leader with respect to consulting on custody, middle office, investment operations and transaction-based activities, including execution quality, operational risk management, and governance.

Research and Tools

At Mercer Investments, our Global Investment Manager Database (GIMD™) contains ratings on more than 10,000 investment strategies.
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Investors can quickly scan strategies and get the depth of information they need to make informed decisions.

Quicklinks

Find links to Mercer's tools and portals for clients and advisers.
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Access tools and portals here.

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