What if you had more time to focus on the strategic issues of your business while improving participant performance and mitigating your risks? Mercer's range of Implemented Investment Consulting solutions may be the answer.
Investment markets move quickly; to capitalise on investment opportunities you need a dedicated team of experts ready to act. In addition, compliance regulations can be cumbersome and time consuming. Outsourcing your investments can help you to take a more proactive investment approach, while also providing marketing-leading expertise, robust risk management and governance. And it frees up your time to focus on more strategic decision making.
We have consulted with a large range of organisations across a broad range of industries on strategy, design, structure, investment manager research, benchmarking and implementation. You can opt for a fully outsourced CIO model, or scale up and down as it suits your business.
Comprehensive investment consultation to understand your needs, objectives and risk appetite.
Portfolio construction, reflecting your investment preferences (including environmental social and governance considerations).
Research, selection, hiring and continuous oversight of investment managers.
Robust multi-manager approach with access to lower fees through economies of scale.
Investment operations including cashflow management, re-balancing and portfolio monitoring.
Comprehensive tailored reporting and a dedicated partnership team to provide proactive client servicing including audit support, including formal annual reviews.
Mercer’s research-based investment consulting is supported by customised strategic asset allocation advice and a robust multi-manager investment structure. Solutions range from single-asset class or diversified portfolios, to full implementation of long-term strategic investment plans. We’ll work with you to understand where you are today, what your objectives are, and build a strategy that helps you to meet your investment goals.
Partnering with Mercer ensures you can address governance requirements by delegating some of your investment decisions and their implementation to a team of experts. Our team of experts provide continuous portfolio oversight with a disciplined governance process. You always retain full control over your strategic asset mix decisions. And the offering is flexible, so you can fully delegate manager selection or retain control over manager selection and create customised solutions with our support.
Whether you’re a superannuation fund, university, insurer, endowment or foundation, we’re here to help you make the most of your investment strategy. Get in touch with a Mercer consultant today to understand how delegating your investment strategies or implementation could benefit your business.
To learn how Mercer can assist with your organisations implemented investment strategies complete the form below and a Mercer Consultant will be in contact with you.