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Investment solutions could help you reach your goals sooner

Many investors seek guidance on setting a strategy, manager research, asset allocation, and the day-to-day operations of an investment program. We call these ‘investment solutions’. There are many terms used for these services including OCIO, delegated solutions, fiduciary management, or implemented consulting, but they all centre on the same thing: supporting institutional investors to meet their goals more efficiently. Implementing an investment solution can help you maintain control and feel confident knowing your investments are in professional hands, while still maintaining ultimate control.

 


  • Integrating ESG into an overall strategy

    Integrating ESG into an overall strategy

       


    The shift to a zero-emission economy is high on the agenda for a great number of governments and organisations globally. Many have made pledges for change, mapped out a journey plan, or have started implementing a strategy. We believe it is critical for investors to assess and address their ability to transition and start investing in companies positioned to perform well in a sustainable economy.

    Learn more >

  • Benefit from good investment governance

    Benefit from good investment governance

       


    In an increasingly unpredictable and volatile geopolitical environment, resilience is key for investors. Good governance and a diversified portfolio with established operational structures and clearly defined tasks can provide a robust framework; ensuring investors are well placed to handle market volatility. Ask us about our investment solutions for wealth management clients.

    Learn more >

  • Enhance a portfolio with private market assets

    Enhance a portfolio with private market assets

       


    Investors want alternative assets that can diversify risk and boost returns. Private market assets are growing in popularity, as they are generally less sensitive to short-term public market volatility and can earn a premium if held over a longer term. They are not always easy to access, are worth consideration. A sophisticated institutional investment solution can help investors access these assets efficiently.

    Learn more >



Implementing an investment solution could give you a Governance Advantage


“A governance advantage enables our clients to access timely information, respond quickly, and make effective decisions. This helps them to manage risk and capture emerging opportunities. Good governance underpins everything we do as an investment partner.”

Mick Dempsey, Global Head of Investment Solutions & OCIO services
 

 





Learn more about our investment solutions capabilities


Time, expertise, confidence

 

Every investor is unique, but all have one thing in common - the desire for a trusted advisor that understands what they need, and what they do not. An advisor who can draw on informed, impartial, specialist advice and help them implement it effectively. Learn how you can use our investment solutions capabilities to help you reach your objectives.




A spot-light on private markets: opportunities, diversification, and yield

 

Private market opportunties span many sectors and regions, offering many potential benefits including protection from much of the public market volatility, offering the potential to earn a premium over the long term. Accessing private market managers can be challenging for some investors – and 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 and building a strong investment governance capability.





Client story: Alison Bostock, Client Director at PTL


 

 

 

Even in the best of times, defined benefit (DB) pension schemes have to be able to respond quickly to lock in funding gains. Hear Alison’s story about the benefit of investment solutions.

 

 

 





Investment solutions mythbusters


Myth

Fact

 

OCIO, fiduciary management, delegated solutions and implemented consulting are all different.

There are many names for this approach, which vary by region rather than by what they do. They all centre on the same thing: providing portfolio solutions to support institutional investors to help meet their goals more efficiently. Each provider has its own approach, but at Mercer we let you decide how you want to work with us. Call it what you like — we call it ‘Investment Solutions’ — and we’ll help make it work for you.

 

Investment outsourcing means giving up control of our portfolio and investment decisions.

We want to put you back in control and feel confident that your investments are working towards your goal. By lifting the burdens of implementation, monitoring and reporting, we aim to free up your time to focus on overall strategy and the challenges your organization may face. Assigning day-to-day portfolio management decisions to our experienced team helps you to nimbly shield your assets from risks and strive to capture emerging opportunities in the market.

 

Investment outsourcing would cost more than our current arrangement.

Due to our size and market position, we can assist with fee negotiations with fund manager and other provider. We believe investment solutions may help investors reach their goals more quickly, thereby cutting the time and money spent on the journey.

 

My portfolio is too simple or too complex to need an investment solution.

Replace with Investment solutions can help a wide range of investors take control of their portfolios and refocus on their objectives. Every investor is different, and they each have their own goals, objectives, and challenges. We assist organizations of all sizes and complexities to help them feel confident that their bespoke investment strategy is being implemented, managed, and monitored by specialists aligned with their interests.

 

It’s a one-size-fits all option.

Investment solutions aim to do what you need them to do and not what you don’t. From bespoke investment strategy design to implementation and monitoring of managers, each client works with us in the way they choose. We are here to support investors in whichever way they need, and we can flex with you along your journey.




Connecting investors for richer insights

Join the Mercerinsight® Community for personalized, curated content to help you make informed decisions about your investments.

 




We have specialists across the globe


Mick Dempsey 

Mick Dempsey

Global Head of Investment Solutions & OCIO Services

 

Niall O’Sullivan

EMEA & Asia CIO

Alexis Cheang 

Alexis Cheang

Global Head of Responsible Investments

 

Raelan Lambert

Global Head of Alternatives

Garvan McCarthy 

Garvan McCarthy

Head of Alternatives - EMEA and Asia Pacific

 

Amarik Ubhi

Global Head of Infrastructure


Why Mercer for investment solutions?


Why Mercer for investment solu

USD $17.3T

Under advice*

USD $387,9B

Assets under management**

12,435

Strategies rated and 7,079 managers rated**

#1

For global outsourced AUM***

*As of 30th June 2021

**As of 31st March 2022

***In the most recent survey by CIO Magazine, Mercer was ranked first for global discretionary outsourced Assets Under Management, survey ranking worldwide assets under advisement as of 09/30/2020 as reported by each firm to ai-cio.




Our story, our achievements


 


Investment Consultant team of the year
Our sustainable investment team was recognized as investment consultant team of the year by Environmental Finance. Learn more here.

 

Discover what we're anticipating coming next in the path towards sustainable investment in this article by two of our esteemed team, Rebecca Mather and Jill Reid.




 

#1 OCIO assets under management
We are delighted to continue to lead the global market for full discretionary OCIO assets under management, for our Investment Solutions and OCIO services, to help clients address these critical investment issues. Learn more here.



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References to Mercer shall be construed to include Mercer LLC and/or its associated companies.

 

© 2022 Mercer LLC. All rights reserved.

 

The assets under management data (the AUM Data) reported here include aggregated assets for which Mercer Investments LLC (Mercer Investments) and their global affiliates provide discretionary investment management services as of the dates indicated. The AUM Data reported here may differ from regulatory assets under management reported in the Form ADV for Mercer Investments. For regulatory assets under management, please see the Form ADV for Mercer Investments which is available upon request by contacting Compliance Department, Mercer Investments, 99 High