Investment philosophy
To help institutional investors achieve their specific goals, we have developed a series of guiding principles that serve as a foundation to our investment approach. Our clients’ objectives sit at the forefront, coupled with a strong focus on governance, rewarded risks and value maximization.
We understand that every investor has unique objectives. That’s why we offer a range of proprietary tools, a breadth of expertise, global scale and decades of experience to help you achieve your specific goals. We believe that an effective investment strategy requires clear thinking. The investment philosophy outlined below serves as the foundation of our approach to help drive client success.
This circular graphic is a visual representation of the four pillars of Mercer's Investment Philosophy. These include client objectives, strong governance, rewarded risk and maximize value.
Client objectives
Strong governance
Rewarded risks
Maximize value
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InvestmentsMercer offers tailored solutions for alternative investments. Explore non-traditional asset classes to maximize long-term returns.
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Secondaries
We can help you identify a range of secondary investment opportunities through our existing relationships with asset managers and intermediaries around the world. -
Real estate
We help source and select quality managers and real-estate investment strategies to meet your risk appetite and return target.
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Alternative investments
Outsourced CIO (OCIO)
Our investment solutions and OCIO services are designed to help you address risk and governance concerns, invest sustainably and diversify with alternatives. -
Investments
Global Investment Forums
Join asset owners, asset managers, and investment professionals to discuss themes shaping markets and investment practices. -
Mercer Global Investment Forums 2025: Amsterdam, The Netherlands
From 4-6 March asset owners, asset managers, and investment professionals are convening in Amsterdam to discuss themes shaping markets and investment practices.