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Our investment solutions platform helps our clients invest with confidence, navigate uncertainty and explore potential opportunities in all market conditions.
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.
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.
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.
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.
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.
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.
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OCIO, fiduciary management, delegated solutions and implemented consulting are all different |
There are many names for this approach, which vary by region rather than varying by what they do. They all centre on the same thing: supporting institutional investors to meet their goals more efficiently. Each provider will have their 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 make it work for you. |
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Investment outsourcing would make us give 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 the day-to-day portfolio management decisions to our experienced team helps you to nimbly shield your assets from risks and capture emerging opportunities in the market. |
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Investment outsourcing would cost us more than our current arrangement |
Due to our size and market position, we are able to negotiate on fund manager and other provider fees, which often results in savings passed to the end investor. We believe investment solutions can help investors reach their goals more quickly, thereby cutting the time — and money — spent on the journey. |
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My portfolio is too simple or too complex to need an investment solution. |
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 organisations of all sizes and complexities to feel confident that their bespoke investment strategy is being implemented, managed and monitored by specialists, who are aligned with their interests. |
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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. |
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* As of June 30 2021 - Source: Mercer
** As of June 30 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.
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