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Free your team to focus on higher value strategic priorities by delegating your investment, governance and risk management responsibilities to a global outsourced CIO (OCIO) leader.
Corporations and not-for-profit organizations of all sizes often find that managing financial assets can distract leadership teams from focusing on their businesses. Mercer offers 70+ years of investment fiduciary expertise gained from making a difference in people’s lives.
Our OCIO professionals can assist in setting investment strategy by engaging our global research network and accessing the world’s best investment ideas — and by fusing economics with empathy. By harnessing our thinking and proven OCIO platform, you let us manage the day-to-day details of running the investment and operational aspects of your program, while freeing your people to drive strategic value, pursue your mission or transform your organization.
You likely share a common goal with other employers: to improve financial and operational outcomes for your company, while reducing the time, cost, complexities and fiduciary risks associated with managing your defined contribution (DC) plan. We get it. As experienced industry leaders in DC OCIO, Mercer can help you:
Have questions? Contact us.
Learn how Mercer Wise 401(k) can reduce time, expense, complexities and fiduciary risk associated with managing your defined contribution plan.
How Mercer’s OCIO reduced portfolio risk in the 2020 market meltdown.
As a sponsor of a defined benefit (DB) plan, you may be looking for ways to overcome the challenges of market volatility, uncertain liabilities, shifting regulations and pressure to reduce expenses and contributions. As experienced industry leaders in DB OCIO, Mercer gets it. We draw upon global resources and scale to help clients improve and maintain funded status, lower fiduciary risk, potentially reduce cost and achieve better performance by running your total portfolio.
Have questions? Contact us.
No two non-profits are alike. Our goal is to develop a customized outsourced solution that best fits your organization’s governance and decision-making structure while maintaining flexibility to make changes over time as your organization grows and evolves. Pavilion’s dedicated not-for-profit OCIO consulting team provides solutions that turn investment insights into actions, and goals into accomplishments.
Have questions? Contact us.
Outsourced investment management (OCIO) solutions let you focus on mission-related initiatives.
You likely share a common goal with other employers: to improve financial and operational outcomes for your company, while reducing the time, cost, complexities and fiduciary risks associated with managing your defined contribution (DC) plan. We get it. As experienced industry leaders in DC OCIO, Mercer can help you:
US Defined Benefit (DB) Leader
US Wealth Distribution Leader
US Defined Contribution (DC) Leader
US Nonprofit OCIO Business Leader
As a leading OCIO provider in the U.S., our clients rely on us to apply a business focus to understanding their strategic goals—and then work with them as a partner to improve investment performance, governance and operations.
of institutions chose OCIO to improve their governance processes*
plan participants touched by Mercer OCIO services and solutions**
clients in the U.S. trust Mercer for OCIO guidance**
in DC OCIO assets under management**
Please see our important notices for further information.
* Cerulli Associates, The Cerulli Report - U.S. Outsourced CIO Function 2018: Increasing Competition and Service Organization
** As of June 30, 2020
We’d be happy to set up a free consultation or send you more information to get you started.
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