Mercer Advantage:

Dedicated specialists focused on governance, investment operations and execution risk

A global team (50+), Expert team with highly specialized backgrounds

Over $2 trillion in invested assets over the past 15 years

Investment managers focused on delivering performance to investors face a number of challenges in supporting alpha delivery through an operational model that provides appropriate oversight over its firms’ processes and procedures. When we review investment managers on behalf of our clients, our risk assessment involves an in-depth review of processes, controls and procedures across core areas of the organization. In conducting this analysis, our primary focus is to distinguish well-managed operations and control environments from those that potentially expose clients to increased, and often unnecessary, operational risks and costs.

The benefits of using Mercer’s industry-leading ODD services 

IDENTIFY RISKS

Focus management on critical non-investment issues

INDEPENDENT OPINION

 

Provide a truly independent view and voice

REDUCE LOSSES

Reduce potential future liabilities resulting from operational risk events

IMPROVE STANDARDS

Enhance investment governance and operational structure and raise standards among managers

BENCHMARK TO PEERS

Peer benchmark (local and global) managers against best practice

UPSKILL STAFF

Identify talent gaps in local markets and educate on operational issues

SMART ALLOCATING

Assist investors with manager selection and asset-allocation decisions

SAFEGUARD INVESTMENTS

 

Access more complete investment solutions

Our analytical approach

Our approach benchmarks each investment manager against safe and sound practices. We expressly consider increased risks and challenges associated with the investment strategy, firm size, complexity and significant third-party or outsourced relationships, along with the mitigating or compensating controls that a firm may have to manage potential risk issues.

Framework

Function

Supporting resources

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