There is a certain confidence that comes with having your investments in safe hands. Mercer’s tailored investment solutions could be your first step to a more confident investment outcome.
We understand that one size doesn’t fit all.
Investment Committee Member – The Foundation for Young Australians
Private markets are becoming increasingly popular as investors shift parts of their portfolios away from publicly traded assets in order to diversify their risk and return drivers. The opportunities in private markets span many sectors (debt and equity) and regions, each offering something different to investors. Yet they all share the qualities of being less volatile than public markets and having the potential to earn an illiquidity premium by being held over the long term.
However, accessing managers that invest in private markets can be challenging for some investors – this is where Mercer can help. We have been investing in these markets for more than 25 years, establishing deep relationships with a wide universe of highly-rated managers. Our dedicated alternatives group of over 180 professionals across 20 global locations, work on US$200bn of alternatives advisory mandates for clients - US$21bn of assets being under direct implementation.3
Building resilience can help improve outcomes and keep you focused on your objectives. This is why we make this a critical focus throughout our clients’ investment journey. We help you build resilience by implementing a robust governance framework to streamline decision-making and assign tasks to dedicated teams. Lifting this wide range of technical and operational burdens frees up your time, so that you can concentrate on what’s important to you, and allows experienced partners to pursue investment opportunities efficiently and cost-efficiently.
We partner with institutional investors from a variety of industries to implement investment solutions. Whether you manage your investments in-house or outsource to an investment manager, Mercer can assess your current needs and challenges, and build a solution that best meets your objectives so you can focus on your core business.
Along with navigating through COVID-19-related market turbulence, super funds are under increasing pressure to improve member outcomes, comply with a raft of new regulation and assess whether or not they have the scale to survive the long haul.
Funds need to think about how they can maintain their competitive advantage while delivering better outcomes for their members. Mercer's flexible platform, bespoke solutions and decades of experience mean funds can effectively access as much of our investment capability as they need. Funds can also retain the level of control they want while benefitting from our scale and experience, helping them go faster and ensure they’re ready to tackle the unknown road ahead.
Our tailored solutions allow superannuation funds to scale up or down as it suits their needs. From designing bespoke, outcomes-based investment strategies to nimbly shifting portfolios to seize opportunities, clients benefit from Mercer’s heritage in superannuation and consulting, our skill in fund manager selection and our scale in the market. We design investment solutions to give funds the tools and the confidence to tackle what lies ahead and to help meet their objectives. Connect with us to explore what we can do for your super fund today.
Recent events and market volatility have brought on many challenges for Endowments & Foundations. They must navigate funding pressures, managing through a low-yield environment and the need to invest responsibly. From foundations, charities, and universities to small, family-run endowments, we help not-for-profit organisations design portfolios that help them meet their investment objectives, while retaining control of governance, strategy and cost.
Our investment solutions governance framework gives our Endowments & Foundations clients access to as much of our institutional investment capability as they need to help meet their objectives. These clients work with our experienced teams to formulate a long-term, diversified investment strategy, drawing on our insight gained from operating in this field for several decades. We work with clients to implement their own strategy, providing discretionary and bespoke portfolio management. We use our institutional-standard operational platform to access a wide range of global managers and asset classes – at competitive fees.
Our dedicated sustainable investment team can also help our clients shape a tailored ESG policy to meet their requirements, according to their principles and beliefs, exploring risks and opportunities that could significantly impact their portfolio. We conduct rigorous oversight of portfolios to ensure managers meet the ESG requirements. This protects our clients from reputational damage connected to a sector or company. Our Endowments & Foundations clients can stay in control of their portfolio, no matter what the future brings – and feel confident they have a plan in place designed to weather what lies ahead. Connect with us to explore what we can do for you today.
Existing in the eye of the storm is difficult - between navigating volatile markets, increased regulation and an aging client base, wealth managers have a lot on their plate. We understand there's a challenge to remaining operationally efficient and compliant with regulation while maintaining an investment program relevant to the needs of clients.
We help wealth managers; including banks, financial advisers and family offices, to clearly define and articulate their investment beliefs and desired outcomes. Through our investment solutions, we offer wealth managers a range of core building blocks, covering every step of their journey which they can combine easily to meet their needs. From bespoke portfolio design, portfolio operation, investment monitoring and communications; we partner to create a tailored framework that focuses on long-term goals and shorter-term pressures.
We will work with you to tailor a solution that fits your needs as we recognise that all advice practices are unique. We partner with you to set portfolio objectives, strategic asset allocation, implement dynamic asset allocation views and construct portfolios with best in class fund managers. We deliver new investment ideas quickly and execute portfolio decisions fast, meaning opportunities are capitalised on. Our investment solutions bring the power, reach and efficiency of Mercer’s global footprint to wealth managers of any size and sophistication. Connect with us to explore what we can do for you today.
Recent market turbulence has highlighted existing investment management challenges and the importance of having sophisticated investment solutions. These challenges might include ongoing regulatory supervision and change, historical low yields on defensive fixed income assets brought on by the pandemic or even pressures from APRA to act responsibly. As focus moves toward more niche asset classes - such as private markets - insurers may be facing governance, budget and investment oversight constraints. Specialism gaps are becoming prevalent within investment teams - and we have the expertise to help.
From large, global multi-line insurers to small regional specialists, we help many organisations enhance the oversight of their portfolios, while potentially reducing implementation costs and carefully managing risks. Our investment solutions framework is fundamentally a governance structure that is designed to give our clients access to as much of our institutional investment capability as they need. Insurers can choose from a range of core building blocks and combine to create a precise, tailored package to suit their objectives and budget.
Having worked with insurers for many years, combined with local and global expertise, means that our infrastructure supports your business strategy. Whether you need a completely tailored end-to-end solution, advice around private markets, regulatory reporting or simply a trusted second opinion, we can help. It's important for you to retain control of your strategy and that's why we structure our solutions to meet the needs of our clients. Connect with us to explore what we can do for you today.
“By listening to our clients, focusing on governance and designing solutions tailored to their needs, our clients, as institutional investors, can be confident that their portfolios are getting the right level of expertise, experience and responsiveness, through evolving market conditions”
– Mick Dempsey, Global Head of Investment solutions.
Implemented investment solutions were developed more than 20 years ago in Australia and later expanded to the US, Canada, Europe and New Zealand.
With more than US$306 Billion in discretionary Assets Under Management (AUM) and US$11.7 trillion in Assets Under Advisement (globally), Mercer is one of the world’s largest investment consultants. This scale allows clients to benefit from greater investment diversification.2
1,200 highly experienced investment professionals in more than 43 countries providing real-time information on markets and assets. Our research and depth of experience mean we can turn insights into opportunities quickly.
Powered by a global company comprising 65,000+ colleagues with a holistic capability across management consultancy, insurance, brokerage, analytics and advisory. We also have 200 full-time manager researchers around the world focused on identifying the investment strategies with the highest likelihood of future alpha.
Need data to help guide your investment decisions? MercerInsight® provides an easy-to-use platform with insights, analytics and ratings on more than 7,000 investment managers, and 36,000+ strategies. Take the first step with Mercer’s global team of 200+ investment research specialists.
Investing is complex enough. Get the support you need to be confident in your decision-making, with customised advice supported by forward-looking research. We’re here to help you make and implement better decisions to suit your investment strategies.
Opt for a fully bespoke solution with Mercer's implemented investment solutions. Combine customised asset allocation advice with a robust multi-manager investment structure, regulatory frameworks tools and expertise with real-time market data. Everything you need, exactly how you need it.
Get in touch for a commitment-free chat with one of our specialists.
How do you invest opportunistically? It often means starting with the right mindset - balancing the need for speed with caution. Read our latest paper on the concepts of opportunistic investing, the need for cash during a crisis, and how you can build the right mindset.
In a recent survey, we asked institutional investors how they were thinking about opportunities and lessons learned under the new normal. Find out key insights in The New Normal - Business as Unusual report.
Download our free Starter Kit for insights on responsible investment and to find out how Mercer's solution model and implementation framework could get your organisation started on its responsible investment journey.
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