A partner to your investment portfolio
Investment solutions tailored to you
Every investor is unique and faces their own set of challenges. Having a trusted partner to help you navigate an increasingly complex market can position your portfolio to reach its full potential. But partnership goes beyond just sharing ideas.
We collaborate with you to build resilient, more agile portfolios to fit your individual governance and investment needs. We do this by combining our capabilities to invest directly in global securities with continued access to allocation strategies from across the asset management industry. The result is the ability to fully customize portfolios for clients – based on their specific goals and underpinned by our deep knowledge of the global investment universe, and our capabilities across research, advice, and solutions.
As a partner to your investment portfolio, we look beyond any single perspective on the investment landscape. Together, we help you tackle today’s investment challenges and prepare for the future with confidence.
Our value as a partner to your investment portfolio
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Implementation and OCIO
Covering governance, risk, and liquidity needs, we deliver advice and implementation expertise to build portfolios that seek to perform in practice. With open architecture, we can select the most appropriate tool for each job. -
Investment advisory
We deliver advice without compromise. With 80+ years of consulting heritage with global, multi-disciplinary specialists across funding and benefits, investments, covenant and risk transfer. -
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. -
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.
Partnering with asset allocators across industries
Learn more
We partner with defined benefit pension plans and trustees to help identify and mitigate risks, take advantage of opportunities and achieve your scheme's goals.
We partner with wealth managers to support them successfully deliver the investment objectives of their clients.
We partner with endowments and foundations to build innovative, resilient and agile portfolios designed to align with their purpose, mission and goals.
We partner with insurers to help them achieve strong risk-adjusted returns, while maintaining operational efficiency and meeting their capital requirements.
We partner with family offices to build innovative, resilient and agile portfolios. Portfolios designed to growth and protect family wealth.
Access the latest investment research and insights
- 1 Strategic research
- 2 Asset manager research
- 3 Investor podcast
- 4 Global investment forums
Leverage our breadth and depth
US $16.2 trillion in global assets under advisement1
US $846 billion assets under delegated management2
11,400 investment strategies rated3
1 June 30, 2025
2 June 30, 2026 / end of 2Q26. The assets under management data (the AUM Data) reported here include aggregated assets for which Mercer Investments LLC [and its global affiliates] provide discretionary investment management services as of the dates indicated. With respect to certain commitment-based private funds managed by Mercer Investments LLC or its global affiliates, the AUM data includes committed but uncalled capital, which may also be reflected in client assets otherwise managed by Mercer Investments LLC or its global affiliates. The AUM Data reported here may differ from regulatory assets under management reported in the Form ADV for Mercer Investments. For regulatory assets under management, please see the Form ADV for Mercer Investments which is available upon request by contacting Compliance Department, Mercer Investments 99 High Street, Boston, MA 02110.
3 March 31, 2026.
Industry recognition and awards
Time, expertise and confidence
Introducing some of our leaders
It's all here: MercerInsight® Community
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