A partner to your portfolio
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. Our approach leverages our investment advisory heritage, insights from our deep knowledge of the investment universe, and our capabilities across research, advice and solutions.
As a partner to your 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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Strategic research
We provide access to the latest strategic research, investment trends and innovations to guide decision-making -
Manager research
We rate managers and strategies to help you monitor existing asset managers, or select new ones across public and private markets -
Market views
We offer short- to medium-term asset allocation views designed to mitigate risks and generate improved performance -
Asset-liability management
We monitor and construct liability-aware portfolios, de-risking journeys and end-game strategies -
Investment advice
We provide customized advice at every stage of the investment decision-making process -
Implementation (OCIO)
We work as an extension of your team to help address a range of investment challenges including governance and risk
Partnering with institutional investors 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.
Bringing you the latest investment research and insights
Mercer Global Investment Forums 2025
Leverage our breadth and depth
US $17.5 trillion in global assets under advisement1
US $613 billion in global assets under management2
More than 11,000 investment strategies rated3
1 June 30, 2024. The assets under advisement data (AUA Data) reported here include aggregated assets under advisement for Mercer Investments LLC [and its affiliated companies globally (Mercer)]. The AUA Data has been derived from a variety of sources, including, but not limited to, third-party custodians or investment managers, regulatory filings, and client self-reported data. Mercer has not independently verified the data sourced from third parties in compiling the AUA Data. Where available, the AUA Data are provided as of the date indicated (the Reporting Date). To the extent information was not available as of the Reporting Date; information from a date closest in time to the Reporting Date, which may be of a date more or less recent in time than the Reporting Date, was included in the AUA Data. The AUA Data include assets of clients that have engaged Mercer to provide ongoing advice. Global AUA includes clients that have engaged Mercer to provide project-based services at any time within the 12-month period ending on the Reporting Date, as well as assets of clients that subscribe to Mercer’s Manager Research database delivered through the MercerInsight® platform as of the Reporting Date.
2 March 31, 2025. 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 September 30, 2024
Everything we do is underpinned by our investment philosophy
To help you achieve your specific investment goals, we have a series of guiding principles that serve as a foundation to our investment approach. Your objectives sit at the forefront, coupled with a strong focus on governance, rewarded risks and value maximization.
