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 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.
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.
- 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 InvestmentsResponsible 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.
Institutional InvestorsRecognising 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.
Insurance Fund Investment
Insurance funds such as life offices and property insurers need specialised investment advice to manage their asset liability balance sheet risk, liquidity, target solvency and more.
Insurance funds include life offices, general/property and casualty insurers, motor/transport accident compensation CTP insurers, lifetime care authorities, workers’ compensation schemes, lenders’ mortgage and deposit insurance, health funds and professional indemnity group. We also draw on the strength of insurance expertise available within our sister businesses – Marsh, Oliver Wyman and Guy Carpenter – to partner with insurance clients for greater impact.