Time, resources and expertise are at a premium – especially at times of stress, but a failure to manage risks and costs can quickly impact overall portfolio performance and jeopardize your ultimate outcomes. Working with a partner that has scale, operational resources and capabilities could dramatically improve your efficiencies and reduce the risk of not meeting your objectives. Access to expert research can help you make informed investment decisions, capture opportunities while keeping costs down, prioritizing day-to-day decision-making and building portfolio resilience through good governance.
It’s important to have access to the latest insights, trends, analytics and manager research to help you achieve operational efficiencies. We provide you with the latest updates at your fingertips through our global investment research and our forward-looking manager research platform MercerInsight®
Speaking to an expert can help you decide the best way to help convert expert insight into outcomes. We can advise you on your investment strategy, manager selection and oversight, asset allocation, portfolio construction, sustainable investing and risk management.
Implementing an investment solution or OCIO could help you reduce your costs and risks and reduce the strain on your internal resources. It can also help you position your portfolio to be in a position to capture opportunities more efficiently. We partner with you to design a complete risk and governance solution.
A global client wanted clarity around the investment strategy of its largest defined benefit (DB) plans and to investigate potential cost efficiencies around its commonly used investment managers within these plans.
We worked with the in-house investment team to identify the most common asset classes and built a global equity asset pool, hosted on an external platform, drawing on our extensive research to give all plans access to a high quality, diversified global equity fund that leveraged the scale of its total assets. The client’s new efficient framework allows them to focus more on their long-term strategies.
Mercer’s investment solutions help you create a robust and agile portfolio, positioned to capture opportunities and minimize risks as they arise.
Samantha Davidson is responsible for overseeing Mercer's OCIO business and team in the US, including implementing strategic initiatives, driving business development and managing and expanding client relationships.
Stan’s team is responsible for over $130 billion in Investment Solutions assets for clients in Defined Benefit, Defined Contribution, and Not-for-Profit assets. His team focuses on providing Mercer’s best investment solutions to clients and implementing and monitoring those solutions. He sits on Mercer’s Global Investment Committee, the Chair of Mercer’s Discretionary Governance Manager Selection Committee, and a member of Mercer’s Not-for-Profit Investment Committee.
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This information is for sophisticated investors only who are accredited investors or qualified purchasers. Funds of private capital funds are speculative and involve a high degree of risk. Private capital fund managers have total authority over the private capital funds. The use of a single advisor applying similar strategies could mean lack of diversification and, consequentially, higher risk. Funds of private capital funds are not liquid and require investors to commit to funding capital calls over a period of several years; any default on a capital call may result in substantial penalties and/or legal action. An investor could lose all or a substantial amount of his or her investment. There are restrictions on transferring interests in private capital funds. Funds of private capital funds’ fees and expenses may offset private capital funds’ profits. Funds of private capital funds are not required to provide periodic pricing or valuation information to investors. Funds of private capital funds may involve complex tax structures and delays in distributing important tax information. Funds of private capital funds are not subject to the same regulatory requirements as mutual funds. Fund offering may only be made through a Private Placement Memorandum (PPM).
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This does not contain investment advice relating to your particular circumstances. No investment decision should be made based on this information without first obtaining appropriate professional advice and considering your circumstances. Mercer provides recommendations based on the particular client's circumstances, investment objectives and needs. As such, investment results will vary and actual results may differ materially.
Information contained herein may have been obtained from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential, or incidental damages) for any error, omission or inaccuracy in the data supplied by any third party.
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Certain regulated services in Europe are provided by Mercer Global Investments Europe Limited and Mercer Limited.
Mercer Global Investments Europe Limited and Mercer Limited are regulated by the Central Bank of Ireland under the European Union (Markets in Financial Instruments) Regulation 2017, as an investment firm. Registered officer: Charlotte House, Charlemont Street, Dublin 2, Ireland. Registered in Ireland No. 416688. Directors: Sylvia Cronin, Michael Dempsey, Tom Geraghty, Abhishek Krishan, Deborah Mintern, Bruce Rigby (British) and Vincent Sheridan. Mercer Limited is authorized and regulated by the Financial Conduct Authority. Registered in England and Wales No. 984275. Registered Office: 1 Tower Place West, Tower Place, London EC3R 5BU.
Investment management services for Canadian investors are provided by Mercer Global Investments Canada Limited. Investment consulting services for Canadian investors are provided by Mercer (Canada) Limited.
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