Financial Advisers 

In times like these, it pays to have a trusted partner by your side. With strong buying power, a broad range of diversified investment solutions, local expertise and an extensive global network, Mercer is well placed to work with these clients to craft solutions that are aligned to their priorities.

Whether it’s market insights to help guide you in making informed decisions, specialist investment consulting, sophisticated managed portfolios or tailored implemented solutions, you can trust us to find a solution that meets your unique needs, as we believe one size does not fit all.

Our portfolio construction process begins with our investment philosophy. This philosophy guides our long-term Strategic Asset Allocation (SAA), incorporates Dynamic Asset Allocation (DAA) when appropriate, and includes manager/strategy selection, portfolio construction, and ongoing reviews/monitoring to help drive investment success for our clients.

• Strategic asset allocation – set every 3 years and reviewed annually
• Dynamic asset allocation – updated quarterly
• Manager/strategy selection – continual review and update
• Portfolio construction – updated annually
• Final portfolios – include platform and fees
• Reporting & Monitoring – provided in monthly, quarterly and annual cycle’s

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^{The Mercer Financial Services Guide provides you with important information about the financial products and services that MIAL provides. This document is designed to assist investors in deciding whether to use any of the financial services or products described in this Financial Services Guide.}