The Mercer Global Investment Forums convene asset owners, key stakeholders and leaders within their field of research to tackle the big themes shaping markets and investment practice today and over the years to come. Each event brings together leading thinkers across the investment landscape to learn, share and connect through keynote addresses, breakout sessions and panel discussions. Beyond these events, you can access the latest insights on our digital research platform MercerInsight® Community, home to some of the best research and insights in the industry.

The theme for this year’s Global Investment Forum, "Swing State," reflects an investment environment defined by shifting dynamics. The past four years have been marked by powerful shifts—from the COVID-19 pandemic to escalating conflicts in Ukraine and the Middle East—that continue to reshape the global landscape and challenge conventional portfolio thinking.

Inflationary pressures appear to be subsiding, setting interest rates on a downward swing, while market concentration has reached historic highs, heightening systemic risk from a handful of dominant companies. At the same time, government debt in developed economies remains strained, and emissions continue to rise despite technological advances.

As we assess where we are in this pendulum swing, understanding the potential impacts on portfolios will be critical. Each swing presents risks and opportunities, calling for a balanced approach and an expanded perspective to navigate an unpredictable path forward. 

• Save USD 16,550 in registration fees
• One seat at each of the five Forums
• One virtual Learn, Share and Connect session per year, exclusive to global members
• Up to five one-to-one meetings offered as part of each Forum (i.e., five times a year)
• Flexibility to customize your seats (skip one Forum to double up on another)
• A 10% discount on additional tickets to any specific Forum, limit of three per firm
• A 20% discount on additional global memberships, limit of three per firm
• Two Mercer Research briefings, exclusive to global members
• Access to the Forum Hub, a dedicated website that archives all Forum-related materials, such as presentations, publications and videos
• Complimentary copy of Mercer's Global Manager Search Trends Year-End Report and Mercer's Global Asset Managers Fee Survey. These reports are otherwise only available to MercerInsight® subscribers

Important notices

1. Based on previous year's attendance at The Mercer Global Investment Forums
   
   
2. For the purposes of the Forum, an “asset owner” is a client or contact of Mercer who is an executive, board member or other key decision-maker of a retirement plan, wealth management firm, insurer, endowment, foundation, government agency or similar entity.
   
   
3. Mercer's receipt of revenue from a Fund manager will not result in any preferential treatment by Mercer when evaluating or recommending managers, their affiliates, products or strategies.

Mercer accepts no responsibility for the views or opinions of the speakers or any other persons at the event.

Mercer reserves the right to make changes in the agenda or speaker roster at any time without prior notice.

Managers are limited to a maximum of three registrations per Forum. Each registration covers only one person.

Mercer has the right to decline any registrations received from competitors and other potential delegates that do not match the targeted audience.

By registering for the Mercer Global Investment Forum, consent is given to Mercer for its disclosure of your financial institution's name to third parties for conflict of interest disclosure purposes.

Cancellations must be communicated via email to Maria Reyes. Cancellation request sent two months before the Forum will be refunded in full. Cancellation request sent one month before the Forum will be refunded in half (50%). Except as set forth above or in cases of Force Majeure or termination for breach, a refund is not allowed.