Our Lines Of Business

Investments

A Value Added Approach

The complexities, nuances, and dependencies that factor into every investment decision grow exponentially each year. To effectively manage and grow investments requires a higher level of rigor and specialization. It’s a level of expertise few organizations can achieve — and it’s what sets Mercer apart. Our global team of 1,200 professionals and 120 manager researchers provides in-depth expertise in research, advice, and solutions that very few can match.

Research and Tools — a Deeper Dive

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

A Higher Caliber of Advice

Mercer provides clients who make their own investment decisions with independent and objective advice. 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.

Proven Investment Solutions

Mercer’s fiduciary management solution is designed for clients who want to delegate some or all of their decisions. Our specialist investment managers develop customized strategic allocation advice and provide continuous governance and portfolio oversight.

Annually, Chief Investment Officer Magazine (“aiCIO”) compiles a survey of Outsourced-Chief Investment Officer (“OCIO”) providers. Mercer Investments vaulted to the top of the aiCIO annual survey, ranking #1 in investment OCIO assets under management. The aiCIO surveys are widely followed by institutional investors including our clients, prospects and competitors.

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More Than 3,000 Clients and Growing

Today, Mercer’s Investments business is helping more than 3,300 advisory and 440 fiduciary clients, and that list is growing every day.

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Mercer Investments Solutions

Defined Benefit Pension Plans

Mercer can help defined benefits plans manage persistent risks, such as market volatility, uncertain liabilities, and pressure to reduce expense and contributions.
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Anyone managing a defined benefits plan today faces persistent risks and evolving realities: market volatility, uncertain liabilities, shifting regulations, and pressure to reduce expenses and contributions. Succeeding in this landscape requires an agile strategy and process that can dynamically react to market conditions and seize opportunities while managing risk and expense.

Defined Contribution Plans

Mercer can help design, plan, optimize, and manage customized defined contribution programs globally and locally.
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The yin and yang of defined contribution plans. For employers, defined contribution retirement plans represent freedom from financial volatility, traditional pension risk, market volatility, and long-term financial uncertainty; however, they also impose new risks and responsibilities on the employer. For employees, defined contributions offer individual control, greater flexibility, and, in an ideal world, access to institutionally priced investments.

Employee Financial Wellness

Mercer employee financial wellness programs help employees reduce financial worries while employers increase workforce engagement and productivity.
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Employees facing fewer financial worries and distractions; employers benefitting from a more focused, engaged, and productive workforce — employee financial wellness programs can help employees find balance and control over their finances, now and throughout their lifetime. Raising the level of employees’ financial consciousness can reduce absenteeism and lower turnover rates while raising employee satisfaction and improving the employer brand.

Alternative Investments

Mercer alternative investments provide a solid means to guard against the volatility of equities, hedge against inflation, and achieve better returns.
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Diversifying your portfolio is the one principle every professional investor agrees on. But how to do it without sacrificing returns? At Mercer, we believe the answer is to maintain a meaningful allocation to a diversified portfolio of alternatives.

Endowments and Foundations

Mercer is dedicated to helping endowments and foundations not only realize higher risk-adjusted returns but also fulfill a higher mission.
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The question for endowments and foundations is how to develop a portfolio that will not only withstand the “crisis du jour” or the “bull market of the moment” but also features an investment strategy that will endure. As one of the world’s longest-serving fiduciaries between institutional investors and asset managers, Mercer understands the importance of investing for the long term.

Financial Intermediary Partnerships

Mercer can help financial intermediaries bolster resources, generate investment ideas, perform due diligence, and assess operational and fiduciary risks. 
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Wealth management firms and leading financial intermediaries use Mercer to take advantage of our research, advisory, and implementation services. We can help organizations bolster resources, generate investment ideas, perform due diligence, and even assess operational and fiduciary risks.

Insurance Investment

Mercer's dedicated Insurance Investment specialists offer all types of insurers solutions across the spectrum of investment, risk and governance issues.
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We help clients develop their risk management strategy and incorporate risk management into their governance processes. We define “managing risk” broadly as we reduce risk through diversification and risk transfer option, while also helping clients stay aware of additional risks they are proactively taking in their portfolios. Because of this broad definition, we can customize solutions to your own specific situations and circumstances. By developing a holistic road map, we create a thoroughly integrated approach to managing risk so you can reach benchmarks and achieve objectives in the most efficient way.

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