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.
Why Mercer
At Mercer, we have helped millions of people live a more secure future and organizations build a more secure business. For non-profits, our advice has opened opportunities to fulfill their mission and do more good in the world. For the individuals that wealth creation ultimately touches, we give them the freedom to live their lives — their way.
Whether you are an employer, institutional investor, non-profit/endowment, financial intermediary, or family office, we help you achieve growth in a complex world. Together, we strive for better decisions that drive better outcomes for our clients, for people, and for society.
Investments
Our heritage is investment consulting. We have been advising and creating plans and portfolios for investors around the world for over five decades. As our advice has evolved alongside
increasingly complex strategies and asset classes, we have also embedded sustainability and a net-zero carbon target into our approach to help our clients reach their goals effectively and
efficiently. Our Investment Solutions clients receive the same guidance and planning around objectives and strategy, but they also benefit from our implementation and monitoring.
Global investment research |
Alternatives and private markets investments |
Sustainable investment |
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Covers themes and opportunities, investment beliefs and governance models. |
Diversifying your portfolio is the one principle every professional investor agrees on. But how to do it without sacrificing returns? |
Advises institutional investors on why and how to adopt a sustainable investment approach. |
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1,4781 |
# 1 |
$380 billion |
$15.96 trillion |
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Staff worldwide and 214 dedicated research analysts 2 |
Consultant by Global Assets under Advisement 3 |
Delegated Assets Under Management 4 |
Assets under Advisement 5 |
1 Information is as of June 2020.
2 Information is as of December 2020.
3 Pensions & Investments. Pensions & Investments Survey, June 3, 2020.
4 Information as of March 30, 2021.
5 Information as of June 30, 2020.
Our approach
We have built operational capabilities and portfolio management systems to rival any in the asset management community. Our solutions cover traditional and alternative asset classes, including private markets, and implement our forward-looking strategic, manager and sustainability research that we have been producing for two decades. We do not directly buy and sell assets and securities – we know that is not our core strength. Our expertise lies in intellectual capital and generating investment ideas for sustainable, long-term investment. We observe the markets carefully and select the managers who we believe are skilled at navigating them, with our strategists working with our decision-makers aiming to shift client portfolios either towards potential opportunities or away from possible danger. Using this process, and with support from our world-class research team, we have grown to be the largest investment solutions provider by assets in the world6 managing more than $380bn4.
We provide customized advice supported by forward-looking research to help our clients make and implement better decisions for their investment strategies.
Advice |
Solutions |
Tools and research |
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We advise clients on the best strategies for converting actionable insight into desired outcomes.
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We support clients in implementing strategies to meet their goals.
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We help our clients be better informed about market changes and trends that may impact them.
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6 As defined in Chief Investment Officer magazine’s 2020
Outsourced CIO Buyer’s Guide Survey, worldwide discretionary assets under management as of 9 September
2020 as reported by each firm to ai-CIO (http://www.ai-cio.com/2021-Outsourced-Chief-Investment-Officer-Survey/ ).
Africa
