Investment solutions to suit your needs

Everything we do starts with your needs in mind. We take the time to understand your overall investment objectives and pain points and define an effective approach. We leverage our latest thinking and insights, and strategic and manager research to help you make better informed decisions. Get advice and guidance to help you identify effective ways to convert these insights into achievable and desirable outcomes – including portfolio construction and asset allocation. If you want our help with strategy execution, we can become an extension of your team and build a bespoke and agile implementation solution tailored to your portfolio needs.
No one knows your industry and business better than you. Our goal is to come to the table prepared to listen and engage with you so that we can bring the best advice and tools to apply to your unique situations, mission and priorities.
 Marc Cordover

US Investments and Retirement Leader, Mercer

Mercer investments and retirement consulting: How we can help

Whether you’re an employer, institutional investor, nonprofit organization, financial intermediary or family office, Mercer investments and retirement consulting aims to help you develop an investment solutions strategy unique to your situation, as well as provide the service and support you need.

  • 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.

How can Mercer help you?

With an ever-evolving market landscape, investors face myriad challenges in reaching their financial goals. You can choose just the solutions you need from our established investment solutions platform to keep your investment objectives in focus and evolve your options as your needs change.

  • Research that helps drive performance: Asset allocation strategies and the right investments can help investors reach their goals.
  • Helping to provide expert advice: Uncover the right investment and retirement strategies that fit your unique requirements to help meet your goals.
  • Governance that helps reduce risk: A strong governance foundation is critical to long term investment success.
  • Scale that helps enhance value:  Consider how an OCIO solution could help your organization.

Related insights

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