Time, expertise and confidence - Use our Investment Solutions capabilities to help you reach your objectives - Mercer
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Time, expertise and confidence Use our Investment Solutions capabilities to help you reach your objectives
Time, expertise and confidence — Discover Investment Solutions 2
What you need,
how you need it
Over the past 75 years, But they all have one thing in
common: the desire for a trusted
every one of our clients has advisor that understands what they
been different. Their needs need — and what they don’t. An
and objectives — and their advisor who can draw on informed,
impartial, specialist advice and help
goals for achieving them — them implement it effectively.
have been as unique as
a fingerprint.
Investment philosophy.
Planning. Strategy. Time. Asset
allocation. Manager selection.
Communication. Resources.
Responding. Executing.
Rebalancing. Researching.
Expertise. Portfolio management.
ESG. Sustainability. Innovation.
In-depth analysis. Monitoring.
Implementation. Private markets.
Portfolio. Regulatory reporting.
Ongoing impact measurement.
Due diligence. Service.
Experience. Knowledge.
Time, expertise and confidence — Discover Investment Solutions 3
We call it “Investment Solutions”
We take this exact approach with our clients, as each client uses
our support in different ways.
From strategic asset allocation advice to skilled portfolio You may have heard different
implementation and management, we work with our clients to names for this approach:
design and create a framework that fits their specific programs
but can also flex as their objectives change over time. Outsourced CIO, delegated
solutions, implemented consulting,
We have always sought to act as an extension of our clients’
fiduciary management. But what’s
teams, offering a wide range of capabilities and expertise when
they need it most. in a name? They’re all centered
around the same thing: supporting
Today, we stay true to this ethos through our Investment
these unique institutional
Solutions platform. Our framework enables clients to tap into
the time, resources and expertise they need from us, whenever investors to meet their goals more
and however they need it. Essentially, it gives them confidence efficiently. We call it Investment
that someone is looking out for their portfolios, no matter what
Solutions — and strive to make it
the future brings. That someone is our dedicated, skilled team.
work for you.
Find out what Investment Solutions can do for you.
Myth
An investment solutions platform
is a one-size-fits-all option.
Fact Investment Solutions do what
you need them to do and not what
you don’t.
From customized investment strategy We’re here to support investors in
design to implementation and whichever way they need us — and we
monitoring managers, each client can flex with you along your journey.
works with us however they choose.
Time, expertise and confidence — Discover Investment Solutions 4 Discover Investment Solutions
Time, expertise and confidence — Discover Investment Solutions 5
What we do
Focus on the things that Build confidence in your
Pursue success together
matter most strategic decisions
One of the main reasons our clients We understand that each investor With thousands of institutional
choose to outsource portfolio wants something different, but how investor clients worldwide, we relish
management responsibilities is to investors achieve their goals is just as the challenge of finding a way to work
benefit from an extra pair of skilled important. Each of our frameworks with clients to provide exactly what
hands when needed to manage overall is designed with your investment they need — and not what they don’t.
strategy and the challenges their philosophy and beliefs in mind. We We have pioneered a governance
organizations face. take care to match your organization’s framework that is unique to each of
objectives with an approach that our clients to help them articulate and
Our approach to investment solutions aligns well with your risk budget and reach their objectives more effectively.
is to act as an extension of our clients’ sustainability outlook. With the full power of Mercer’s many
existing teams. We fit around what global and locally based teams and
they already do rather than provide Our objective is to help you meet strengths behind them, our clients
a set of prescribed services. We yours. Our Investment Solutions can engage with market-leading
provide only what our clients lack platform is designed to position your specialists at their exact point of need.
the time, resources or expertise to portfolio to help manage the risks
do themselves. that could impact returns while also From designing customized
ensuring you’re ready to move investment and asset allocation
Clients choose how we support quickly to capture emerging strategies to executing and
them — from designing sustainable opportunities identified by our dynamically managing portfolios, we
investment policies to managing expert investment team. bridge the gap between advice and
day-to-day portfolio tasks to shield implementation, providing only what
their assets from risks and capture you require.
emerging opportunities with agility.
Time, expertise and confidence — Discover Investment Solutions 6 Discover the Mercer Investment Solutions difference
Time, expertise and confidence — Discover Investment Solutions 7
How we do it
strategies and portfolios that aim to
Focus on the things that meet each client’s objectives. Pursue success together
matter most
To achieve this, we rely on our
globally coordinated research
We pride ourselves on offering local team, which painstakingly seeks, Identifying innovative ideas and
service with a global outlook, helping identifies and analyzes around approaches to help our clients reach
our clients access what we believe 7,000 strategies across the full their objectives more quickly and
to be the brightest and most relevant spectrum of investments. The team effectively has played a vital part
opportunities wherever they exist regularly meets with and monitors in our history as one of the world’s
in the world. Because we have this universe of managers so we can largest investment consultants.
team members in more than be confident about their continued
25 locations worldwide, we understand merit. Additionally, we carry out This passion for helping our clients
the nuances of regional and sectoral frequent operational due diligence stay ahead of the game is also
variation. We strive to provide what on these managers to help prevent crucial to our Investment Solutions
you need — the way you need it. supplementary risks from appearing platform. From designing customized
in our clients’ portfolios. frameworks and formulating
We also recognize that our clients’ investment funds and portfolios to
requirements are vast and varied. Along with this breadth of scope, our an underlying operational setup that
Some want frequent, regular contact, time in the market has enabled us to rivals any in the asset management
whereas others prefer a lighter touch. build relationships with a host of high- industry, we constantly push the
quality managers in every corner of boundaries of what is possible to help
Our responsibility is to meet our clients’ the world. We believe we have access our clients get where they need to be.
service preferences while leaving them to an unrivaled span of strategies,
confident that we will always be there often allowing us to gain critical A key benefit of our Investment
when they need us — especially when visibility into upcoming launches, Solutions platform is the speed at
the unexpected happens. which helps our clients plan well into which our clients can access our best
the future. new initiatives and proposals. From
ground-breaking investment ideas to
Build confidence in your pioneering research on sustainability,
Thanks to these relationships and our
strategic decisions size and market position, we can often we build in the services and
pass on savings to our clients. We opportunities that are right for you.
can also frequently secure access to
Our decades-long history as an As each of our clients is different, we
highly rated managers unavailable to
investment consultant has allowed us take care to offer the most suitable
many in the market, offering forward-
to develop a deep understanding of tools and approaches: from de-risking
looking visibility into launches across
capital markets and their movements. triggers for defined benefit pension
a range of traditional and private
We have witnessed many market plans to customizable reporting
market strategies.1
cycles and guided thousands of clients for insurers.
through the best and worst of them, The nimbleness of our Investment
which has informed our detailed Solutions lets us take action quickly to
advice and policies. Our investment shield client portfolios from potential
and asset allocation strategists are danger while positioning them to
essential members of our OCIO teams, capture opportunity.
committed to crafting long-term
1
Mercer does not guarantee access to managers.Time, expertise and confidence — Discover Investment Solutions 8
Reasons for adopting governance models that increasingly
include delegation
1 2 3 4 5
Not at all important Slightly important Moderately Important Very important
important
Lack of internal resources 4.0
7% 7% 11% 29% 46%
Better risk management 3.7
21% 11% 29% 39%
Additional fiduciary oversight 3.6
11% 11% 14% 39% 25%
Faster implementation 3.1
22% 14% 18% 21% 25%
Cost savings 2.9
18% 25% 25% 18% 14%
Need to increase returns 2.9
22% 14% 25% 32% 7%
Desire for strategic partnership 2.9
22% 21% 14% 29% 14%
Source: Chief Investment Officer. “Outsourcing Trends,” 2020, available at ai-cio.com.Time, expertise and confidence — Discover Investment Solutions 9 Discover our clients
Time, expertise and confidence — Discover Investment Solutions 10
Whom we help
Importantly, we also prioritize the We also know that some investors
Focus on the things that service aspect of our OCIO role. need regular, detailed data to help
matter most We believe good service provides them assess and strategize their next
exactly the support it should — moves. Others prefer a top-down
without overstepping the mark. At view that highlights specific areas of
Priority is a key theme for our OCIO the beginning of every new client interest and importance.
clients, and it can be split into two relationship, we establish expectations
parts. First, our framework helps our and deliverables and take the time to Whichever way you want to work with
clients prioritize the critical decisions understand how we will work together. us, we can assure you of one thing: We
they need to make about their long- want to ease your burdens, not add
term portfolios by assigning labor- There is no hard-and-fast rule around to them — and we have worked with
or resource-intensive tasks to our how many times we will check in with enough clients to understand that one
specialist teams. a client each month or the number of size can never fit all.
reports they should receive. We know
Second, we want our clients to that for some investors, the time we
know that their portfolios become leave them alone is as important as the
our priority. Through the OCIO time we are in touch.
framework, they can be confident
their portfolios are in skilled hands
in all market conditions.
We are honored to be recognized again this year
in the most recent CIO magazine survey as the
global market leader for full discretionary OCIO
assets under management.* We’re delighted to
help our clients address challenges with increased
governance, complexity and cost across their
investment portfolios, and move quickly to capture
market opportunities.
* Source: 2021 Outsourced Chief Investment Officer Survey, available at https://www.ai-cio.com/surveys/2021-outsourced-chiefinvestment-officer-survey/.Time, expertise and confidence — Discover Investment Solutions 11
What Use our capabilities to reach your objectives
Investment
Everything about our Rely on our experts to
Investment Solutions is provide the advice, insight,
built around you. From implementation and
Solutions
setting your objectives to operations your portfolio
reporting on your progress, needs to help you invest
we are there to provide with confidence.
mean for you
support wherever and
whenever you need it. Explore what Investment
Solutions might mean for
your portfolio today.
Contact your Mercer representative to learn more.
Email us: MercerInvestmentSolutions@mercer.com
Visit our website: www.mercer.com/investment-solutionsImportant notices
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