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Mercer's senior specialists, Benjamin Baumann and Garvan McCarthy will discuss private equity, co-investments and much more
Alternative investments are assets that do not fall under the traditional equity or fixed income umbrellas. They include assets such as private equity, real estate, private debt, infrastructure, impact focused investments, and hedge funds. Compared to listed securities, alternative investments are characterized by less liquidity, and sometimes greater complexity. Alternative investments are becoming increasingly attractive because they may offer a different return profile to an institutional portfolio. They tend to have a low correlation to stock and bond markets so they’re often useful in portfolios to add diversification or provide a hedge against market downturns. As expectations for returns in the coming years in public equities and fixed income continue to dampen, we believe investors are looking elsewhere for ways to achieve their portfolio objectives.
Diversification
With low correlation to traditional asset classes, alternatives can help diversify your portfolio. Diversification away from listed markets may offer the possibility for uncorrelated returns.
Potentially better returns
Alternative offer the potential for better income and higher capital growth compared to public fixed income and equity markets. The may also provide greater downside protection from market shocks than public equities and fixed income.
Cash flow management
Incorporating alternatives into a portfolio may enhance the income potential. Alternatives may also provide an illiquidity premium to the providers of long-term capital.
SuperReturn International private equity conference - 14 and 16 June 2022
We are delighted to be sponsoring this year’s Super Return International Summit’s Day. This year, our Senior Secondary and Co-Investments Specialist, Benjamin Baumann will be discussing German Private Equity and the evolution of the LP and GP relationship and our Head of Alternatives for EMEA and Asia Pacific, Garvan McCarthy will discuss creativity in private markets, covering continuation funds, co-investing developments and exit routes.
This event is free for LPs.
Private markets can offer diversification away from listed markets and investors have the potential to benefit from compelling risk-adjusted returns, an illiquidity premium and potential for greater protection from market shocks.
Our extensive range of private market solutions offer many potential benefits including diversification away from listed markets and the potential to benefit from strong risk-adjusted returns, an illiquidity premium and protection from market shocks. With over 30 years of experience in the business, our 240 global alternative investment professionals apply their knowledge and relationships to access distinctive opportunities1 from highly-rated private markets managers and funds and inform our clients about these prospective investment benefits. We can provide the advice, research and implementation necessary to help you realize your private equity, private debt, infrastructure, impact and real estate objectives.
Seeks to invest in companies with development potential, aiming to elevate return streams relative to public equity markets. May add new sources of alpha and open up a much larger universe of investments.
Joint private equity investments with other partners. These opportunities can arise when a private markets manager identifies a potential investment requiring more equity than it can commit.
Interests in private equity funds that are sold via an intermediary to another investor. Secondaries offer access to opportunities for buyers, and a source of liquidity for current investors.
Aims to improve diversification and generate attractive returns compared to a traditional portfolio, supported by an income yield that may bring protection in recessionary and inflationary periods.
The goal of essential infrastructure as an asset class is to provide predictable cash flows, diversification and inflation protection with exposure to longer-life projects.
Leap strategy is focused on diverse-led funds, which are run by women and people of color and primarily operate in the private equity sector. This encompasses venture capital (VC), buyouts, special situations, and growth capital. Available in US only.
Impact investing is aimed at sustainability-oriented private equity funds, as well as renewable energy, infrastructure, and sustainable timber and agriculture projects.
Private debt covers a broad spectrum of potential. It may help diversify portfolios, enhance yields and identify where investors might deploy capital efficiently over the short, medium and long term.
Hedge funds represent an investment tool that can best serve a client portfolio by providing diversification relative to both equity and interest rate risk with minimal give-up in return. The current market environment suggests such diversification may be quite timely.
Hedge funds are a diverse collection of investment strategies that can be utilized to achieve client-specific objectives. Hedge funds can be used to diversify equity market and interest rate risks that dominate portfolio outcomes. They can also be used as a return enhancing alternative to traditional long-only active management, relying on unique return drivers. The very unconstrained nature of hedge funds and dispersion of risk profiles across the universe means carefully constructed portfolios of these strategies can be positioned to serve nearly any role across the risk and reward spectrum, as a diversifier, a return enhancer, a portable alpha engine or a hedge to growth asset portfolios.
USD 164 billion
global alternatives assets under advisement1
USD 26 billion
global alternatives under management2
240
alternatives professionals3
30 years
years private markets experience4
27 offices
globally5
17 years
managing hedge fund portfolios6
Client-centric approach
Our work begins with the knowledge that no two clients are the same. Whether it is their cash-flow requirements, targeted returns, or familiarity with private markets, every organization is truly unique. Pension providers, endowment funds, insurance companies and wealth management firms will all have their own approaches and needs.
We do the heavy lifting, offering flexible solutions
We construct flexible private markets solutions across all asset classes, designed to help meet each client’s particular needs, objectives and risk appetite. From liquidity budgeting and strategy design to in-depth operational due diligence and standardized reporting, our dedicated, experienced teams help streamline even the most complex processes for our clients.
Extensive research and rigorous fund selection
Our fund selection process is rigorous. Mercer typically reviews over 2,000 fund offerings each year. Following this global research review process, we perform due diligence, assign ratings and make recommendations for investments based on each client’s unique portfolio objectives, cash flow requirements, and risk tolerance.
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Important legal information for investors
1 Access is not guaranteed and at the discretion of the investment manager.
2 As of June 30, 2022
3 As of June 30, 2022
4 As of September 30, 2022
5 As of March 1, 2022
6 As of September 30, 2022
7 As of xxx
About Mercer’s assets under management and advisement figures
The assets under advisement data (AUA Data) reported here include aggregated assets under advisement for Mercer Investments LLC and their affiliated companies globally (Mercer). The AUA Data have been derived from a variety of sources, including, but not limited to, third-party custodians or investment managers, regulatory filings, and client self-reported data. Mercer has not independently verified the AUA Data. Where available, the AUA Data are provided as of the date indicated (the Reporting Date). To the extent information was not available as of the Reporting Date; information from a date closest in time to the Reporting Date, which may be of a date more or less recent in time than the Reporting Date, was included in the AUA Data. The AUA Data include assets of clients that have engaged Mercer to provide ongoing advice, clients that have engaged Mercer to provide project-based services at any time within the 12-month period ending on the Reporting Date, as well as assets of clients that subscribe to Mercer’s Manager Research database delivered through the MercerInsight® platform as of the reporting date.
Africa
