Investment solutions for institutional investors 

We offer research, financial tools and investment solutions to help you achieve your investment goals. Consider us your outsourced Chief Investment Officer (OCIO). Working as an extension of your team, we address issues such as investment governance and due diligence. We also cover risk mitigation, sustainability, alternative investments, and cost management. We flex our services to suit your requirements and determine the best way to future-proof your portfolio.

Addressing common investment challenges

Balancing investor risk, returns and reputation is becoming increasingly complex. Investors need to be in a position to make efficient decisions and have access to the right expertise, resources and scale. That is why many investors are looking externally for strategic portfolio management advice, access to manager research and support with asset allocation and day-to-day operations.

Investors are using outsourced investment solutions to address common challenges as far ranging as cost pressures, operational inefficiencies, resource constraints, regulatory changes, manager sourcing, accessing private market opportunities, integrating ESG into portfolios and impact investing.

Although more and more investors are recognizing the benefits of collaborating with an external and unbiased provider, some reservations and myths remain. We address them below.

Common myths about investment solutions

Key considerations for institutional investors

Demands and challenges for portfolio managers are intensifying. Pressure is growing to explore new opportunities and pursue compelling returns. We have identified three key considerations to help you position your portfolio for success.
Experience has shown us that precise and intuitive portfolio governance and due diligence are key. They will help to give you the confidence that your investments are meeting your needs, and that your asset allocation has been tested under multiple scenarios.
Investors are incorporating ESG considerations into portfolios. They are also turning their attention to diversity, equity and inclusion (DEI) issues, in relation to both managers and strategies. They are seeking to strike a balance between doing the right thing and delivering on investment commitments. This is otherwise known as impact-investing. We work with clients to meet this challenge and to find an optimal balance that will best meet their needs.
Alternative investments provide an opportunity to guard against the volatility of equities, hedge against inflation, and achieve better returns. Hedge funds can provide a great way to diversify out of equities without sacrificing returns. Private equity investments aim to attain a significantly higher rate of return than publicly traded equities. Real assets, such as infrastructure and real estate, can provide similar benefits alongside a measure of protection against inflation. Our global scale and resources can help you access all types of alternative investments, tailored to your needs and at competitive fee levels.

Three steps for optimizing your investment process

Your investment strategy and oversight processes should support your investment goals. There are three stages to consider as part of this review.
  1. Review and adapt your governance framework
    It is vital to keep your portfolio on track. If you need to improve your governance operating model, our investment solutions can provide the support you require, both now and in the future.
  2. Assess your portfolio against your future objectives
    Understanding how investments are performing takes vigilance. Investors must also search for new opportunities in order to future-proof their portfolios. We can help you have confidence that your investment strategy reflects your risk, return and reputational requirements.
  3. Test your ability to adapt and respond to market movements
    You need to be in a position to rebalance your portfolio quickly and effectively if you are faced with market volatility. We can help you install optimized decision-making processes. These will ensure your portfolio is responsive and aligned to your outcome requirements.

It's all here: MercerInsight® Community

Simplify your search. Get strategic research tailored to your interests from thought leaders across the investment industry, including Mercer and hundreds of third‑party publishers. Membership is complimentary, and it takes seconds to sign up.
Join the community

Mercer CIOs' views on investment trends and challenges

Solutions to help you achieve your investment goals

Many investors seek guidance on investment strategy design, manager research and strategic asset allocation as well as the day-to-day operations of an investment program. We call these investment solutions. Investment solutions can also be referred to as outsourced CIO or OCIO and delegated solutions.

Implementing an investment solution feel confident, giving you the support of investment professionals while still allowing you to maintain control over your investments. Investment solutions offer a range of tools that you can use to help solve your investment challenges.

  • Governance and due diligence

    Leverage our expertise to expand your governance capabilities and improve your due diligence processes. This will help you to identify optimum investment opportunities.

  • Risk management

    Be better prepared with our risk-management framework. This will help you navigate today’s most pressing risks and tomorrow’s potential hurdles.

  • Investing sustainably

    If you want to benefit from long-term investments that match your sustainability goals, we aim to help you make choices that will help to deliver true societal gains, alongside a good return potential.

  • Manager research and sourcing

    We can help you optimize your investment strategy by engaging our global research network and accessing some of the world’s best investment managers and ideas.

  • Implementation services

    We will gain an understanding of your goals and then work as an extension of your team. We’ll help you improve your investment governance, management and implementation. Contact us to find out more.

  • Alternative investments

    Gaining exposure to private assets or hedge funds can diversify a portfolio’s risk and return profile, while aiming to increase its capacity to deal with market volatility. Leverage our expertise in the field to boost your access to new opportunities.

Addressing complex investment challenges

Our outcome-orientated solutions bring a holistic perspective. They will allow you to focus on the things that matter most to you. Our breadth and depth of experience can help you build confidence in your strategic decisions as we act as your trusted adviser, aiming to help you succeed.
Michael Dempsey

President, Investments and Retirement

Time, expertise and confidence

Lean on our consultants to provide the advice, insight, implementation and operations your portfolio needs to help you invest with confidence. Explore what our range of investment solutions could mean for your portfolio today.
Download now

Related Insights    

    Leverage our breadth and depth

    $16.2T

    US $16.2 trillion in global assets under consulting advice1

    $492Bn

    US $492 billion in global assets under management2

    11K+

    More than 11,900 investment strategies rated3

    3K+

    More than 3,000 asset managers rated4

    * 1 June 30, 2023,  2 June 30, 2024,  3 March 31, 2024,  4 March 31, 2024

    We're here to help you achieve your investment goals

    Contact our investment specialists today.
    Mercer Marketing Form
    This event has not started.
    This event is no longer accepting registrations.
    This event has ended.