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, competitor differentiation 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
-
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 investment asset managers, across public and private markets globally and we can provide you with holistic and sound insights to support your investment decisions. You can review existing asset managers, or choose new ones based on your preferred criteria.
-
Robust and well-managed risk frameworksWe can help you meet your clients investment objectives within a well-managed risk framework through leveraging our expertise in building well diversified risk profiled investment portfolio, dynamically managing them in the ever changing market conditions and providing access to highly-skilled asset managers across traditional and alternative asset classes.
-
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 and 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.
-
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.
-
Reducing your administrative burdenManaging investment portfolios comes with significant operational burden that take 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
-
Impartiality
Our independent global research covers a wide range of managers spanning every asset class, including private and illiquid portfolios. We select managers based on a combination of qualitative and quantitative analysis and our assessment is forward looking. -
Functionality
Our strong operational investments platform and tested continuity plans means that you are better placed to respond to market challenges and ensure that even in times of crises, you are still able to provide your clients with the same level of services. -
Flexibility
We understand that wealth managers and financial intermediaries have a wide range of challenges and priorities and are well equipped to support you through the breath of our capabilities and our flexible operating model.
-
Cost efficiency
Our heritage as an institutional investment consultant means we have the scale to negotiate on manager fees. This allows us to construct and implement portfolios, designed by our strategy and asset allocation specialists, while passing any savings directly onto you. -
ESG expertise
We have extensive ESG experience and can leverage our investment services, solutions and products to help fulfil the needs of your own client base. We can also develop, execute and monitor a strategy specifically for you and your clients. -
Individuality
We know that every business is different, so we tailor our services to suit your overall objectives. We work with you to understand what you are trying to achieve and present you with a choice of solutions that make sense for your objectives.
Top considerations for financial intermediaries in 2023
2022 global wealth management survey findings
Investment solutions to suit your needs
-
Implementation and OCIO
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 favorable 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 $492 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
Before accessing this website you must read and accept the following terms and legal notices.
You are about to enter a website intended for sophisticated, institutional investors based in Singapore and the information contained herein is only intended for Accredited and Institutional investors as defined in Section 4A of the Securities and Futures Act, 2001 of Singapore. Any person unable to accept these terms and conditions should not proceed any further.
In Singapore, Mercers Outsourced Chief Investment Officer, Delegated Solutions and other Investment Services delivered through Mercer Funds are delivered by Mercer Investment Solutions (Singapore) Pte. Ltd. (“MISS”) authorised and regulated by the Monetary Authority of Singapore. MISS holds a Capital Markets Services Licence for Fund Management and Dealing in Capital Markets Products (Collective Investment Schemes) under the Securities and Futures Act 2001 of Singapore and is exempt from the requirement to hold a financial adviser’s licence to act as a financial adviser in Singapore.
Information about Mercer strategies and solutions is provided for informational purposes only and does not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities, or an offer, invitation or solicitation of any specific products or the investment management services of Mercer, or an offer or invitation to enter into any portfolio management mandate with Mercer. None of the content on Mercer.Com should be considered as advice. No actions should be taken based on this content without first obtaining professional advice. Mercer makes no representation, and it should not be assumed, that past investment performance is an indication of future results. Moreover, wherever there is the potential for profit there is also the possibility of loss. Past performance does not guarantee future results. The value of investments can go down as well as up, so you could get back less than you invest.
Mercer reserves the right to suspend or withdraw access to any page(s) included on this Website without notice at any time and accepts no liability if, for any reason, these pages are unavailable at any time or for any period. The solutions, products and services described in these pages are not available in all jurisdictions.