Investment solutions for wealth managers and financial intermediaries
Common challenges faced by wealth managers
Investors look to their wealth managers and financial intermediaries to help them build well-diversified portfolios, source and access high-quality asset managers and strategies, invest in a sustainable manner, monitor risks and manage overall investment costs.
Building and managing investment portfolios takes time, precision and focus. For wealth managers and financial intermediaries, there are a range of additional challenges that limit their time to providing exceptional service to clients. These include sourcing and selecting traditional and private market opportunities from a global universe, integrating and monitoring environmental, sustainability and governance (ESG) considerations, managing operational demands and costs, differentiating among competitors and navigating complex regulatory environments.
Leveraging our extensive research, advice and implementation services and range of investment solutions, we can help you build portfolios that are designed to deliver future growth. Below are five benefits of working with us to help you achieve your investment goals.
Five factors that could impact investment outcomes
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High-quality asset managers and strategiesComprehensive and impartial research can help you identify high-quality asset managers and strategies. Our team of dedicated research professionals can act as an extension of your in-house expertise. We conduct extensive forward-looking research on asset managers, across public and private markets globally, and can provide you with independent and sound insights to support your investment decisions.
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Robust and well-managed risk frameworksYour clients expect you to meet their investment objectives within a well-managed risk framework. This an area we can support you with by leveraging our expertise in building well-diversified, risk-profiled investment portfolios, dynamically managing them in the ever changing market conditions and providing access to highly-skilled asset managers across traditional and alternative asset classes.
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Reinforced governance and oversightYour clients expect prompt execution of investment ideas and a robust risk management framework. Our dedicated and experienced teams can help you achieve this. Our infrastructure, risk management framework and tools allow you to monitor a portfolio’s performance and the drivers of that performance. You can leverage the insights and reporting to provide effective, timely communications to your clients and guide their decision-making.
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Integration of ESG considerationsIntegrating sustainability into portfolios remains high on the agenda for most investors. In addition to the environment and climate factors, some place a high importance on integrating DEI factors or are looking to make a broader impact to society. We can support you and your clients in defining, executing and monitoring your sustainable investing objectives.
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Reducing administrative burdenManaging investment portfolios comes with a significant operational burden that takes time away from your core focus, your clients and meeting their investment objectives. Our extensive range of investment services could help you reduce your administrative burden and free up more time to spend delivering on your clients’ investment wishes. We are flexible and have developed our services to suit your needs, by either supplementing some of your work, or working as an extension of your in-house team.
Why wealth managers choose to work with us
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Impartiality
Independent research is a crucial element of building strong portfolios for wealth management clients. With access to a wide range of managers across every asset class, we make our selections based on a forward-looking combination of qualitative and quantitative analysis. This ensures clients only have top-quality managers in their portfolios. -
Functionality
Our strong operational investments platform and tested continuity plans means that our wealth clients are better placed to respond to market challenges. Wealth managers use our platform to ensure they can offer clients resilient portfolios and the highest level of service, even during times of crisis. -
Flexibility
We understand that wealth managers and financial intermediaries have a wide range of challenges and priorities. We are well equipped to support clients through the breadth of our capabilities and our flexible operating model. -
Cost efficiency
Wealth managers can benefit from our heritage as an institutional investment adviser. Our scale empowers us to negotiate on manager fees, helping drive down costs for you and your clients, while our experts construct and implement your portfolios. -
ESG integrity
Integrating ESG and sustainability has become a core part of the investment process in recent years. It’s an area where we are proud to be pioneers, as one of the first consultants to explore and implement ESG factors into our research and decisions. We can help you build, maintain and measure a robust framework for integrating sustainability into your client portfolios. -
Individuality
Every wealth management client is different, so it’s important that we tailor our products and services to suit a client’s overall objectives. As part of the process, we work to understand what clients are trying to achieve and present them with a choice of solutions for their portfolios.
Top considerations for financial intermediaries in 2024
Investment solutions to suit your needs
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Implementation and Investment Solutions
We can help you define, develop and implement your investment strategy by addressing areas such as governance, risk, sustainability and diversification. We flex our services to suit your needs and help you achieve your investment goals. -
Sustainable investments
We help you build a sustainable investment strategy that integrates environmental, social and governance (ESG) considerations; diversity, equity and inclusion (DEI) factors and seeks an optimal mix between positive change and favourable returns. -
Alternative investments
Leveraging our existing relationships with hundreds of asset managers around the world, we can help you identify and source new investment strategies, opportunities, ideas and innovations across private markets and hedge funds. -
Strategic research
Become a member of the MercerInsight® Community today to get access to strategic research from hundreds of thought leaders around the world, including Mercer and third-party publishers. It’s complimentary and easy to join. -
Asset manager research
By subscribing to MercerInsight®, an alliance with eVestment, you can gain access to data, analytics and our forward-looking research on asset managers and thousands of investment strategies across both public and private markets. -
Managing investment risk
Our Mercer Sentinel team can help you conduct due diligence and mitigate operational risks across your portfolios and strategies. We assess asset managers, custodians and other service providers to help you deliver on your governance objectives.
It's all here: MercerInsight® Community
Leverage our breadth and depth
US $16.2 trillion in global assets under advisement1
US $548 billion in global assets under management2
More than 11,900 investment strategies rated3
More than 3,000 asset managers rated4
Introducing some of our team
Find out how we can help you achieve your investment goals
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