Delegated Solutions



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Allowing you to focus on your core business

How We Make a Difference


Mercer’s delegated solutions combines customized strategic asset allocation advice with a robust multi-manager structure. Mercer’s team of experts provides continuous portfolio oversight through a disciplined, well-documented governance process.

Some clients look to Mercer for not just advice, but also to implement our investment ideas on their behalf. Solutions range from the construction of single asset class or diversified portfolios based on Mercer’s global manager research to the full implementation of a long-term strategic plan.


Our process begins with understanding where you are today regarding the plan’s design and investment features, what your ultimate objectives are and how can we develop a strategy and investment structure that helps meet your goals.

 


How Mercer Can Help

 

Financials management

•  Potentially more predictable plan contributions
•  May minimize accounting impact of interest rate volatility
•  Balance sheet stability

 

Diversification

•  Buying power of a large plan
    – Multiple asset, styles and classes
•  Complementary managers
•  Active and passive strategies

Transfer fiduciary responsibility

•  Manager selection and termination
•  Manager monitoring
•  Plan rebalancing
•  Manage transitions
•  Document policies
 

Potential time savings for management

•  Refocus your time by delegating
    –  Daily investment decisions
    –  Plan and cash flow management
•  Manager reviews

Potentially enhanced performance

•  Combine asset class specialist investment managers
•  Utilize optimal rebalancing techniques
 

Potentially decreased costs

•  Seek favorable fees through pooling of assets
•  Seek to minimize transaction costs

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We embrace our clients’ challenges, from remote delivery of research through to delegated decision making

Delegated Defined Benefit Investment Services

 

Managing pension risk is a critical business issue for many companies where pension funded status makes up a significant part of the balance sheet. Approximately one third of the 100 organizations surveyed by Mercer in November of 2011 believe that they had missed investment opportunities due to the time it takes to make or implement investment decisions.

 

Plan sponsors have limited time and resources to deal with the operational challenges of a fast-moving market environment and cumbersome compliance regulations. Many also do not meet frequently enough to identify, react, and capitalize on marketplace opportunities. Delegated investment services address these barriers while also providing the following benefits:

 

•  Improve governance.
•  Transfer fiduciary responsibility.
•  Allow committee to increase focus on strategy.
•  Potentially lower cost.
•  Potentially improve funded status and lower risk.
•  Seek diversification and independence of managers.
•  Potentially enhance performance.
 

Mercer's delegated investment services contain a systematic approach to not only identify opportunities, but capitalize on them immediately. These services, in combination with our retirement consulting services, help manage pension plans toward full funding while concurrently reducing risk — all in a timely, disciplined and cost-effective manner. 

/content/dam/mercer/1000x282/people-related/Gradient People Related/img-FL000025-gradient-1000x282.jpg

Mercer can help you invest your time wisely

Defined Contribution Delegated Solutions

 

The governance of a DC plan has taken on greater significance as plan sponsors work toward securing appropriate retirement outcomes for participants. Mercer understands that some plan sponsors may have limited time and resources to keep up with the demands and challenges of a complex marketplace, stay abreast of investments trends, manage regulatory filings and administrative burdens, and respond to heightened scrutiny by participants, among other responsibilities. With the delegated solution, plan sponsors are able to mitigate fiduciary risk and have more time to focus on strategic issues by allowing Mercer to take care of the implementation.

 

Mercer has consulted to DC plan sponsors on strategy, design, structure, investment manager research, benchmarking, and implementation. We have the expertise, experience, and resources to provide you the solutions that fit your needs.

 

Investment Expertise

Disciplined decision-making based on investment policy and agreed-upon portfolio structure

 

Comprehensive Outsourcing

Expanded delegation to include committee support, vendor management, and regulatory oversight

 

Investment Buying Power

Potentially lower investment fees through access to Mercer’s negotiated investment relationships

 

Custom Funds

Opportunity to leverage existing investment relationships to create customized institutional investment vehicles

 

Portfolio Execution

Dedicated portfolio managers, operations, and service team

 


Defined Contribution Delegated Solutions  
Allowing You to Focus on Strategic Issues

 


Introduction to DC Delegated Solutions  
An interview with Liana Magner, US Delegated DC Leader

 


Making Accountability Work 
Effective Employer Strategies in a Multi-Generational Age

 

/content/dam/mercer/1000x282/people-related/Gradient People Related/img-FL000025-gradient-1000x282.jpg

An end-to-end solution for committees to grow assets over time in a disciplined and cost effective manner

Endowment and Foundations Outsourced Solutions

 

Do you think you are getting the most from...

• Your consultant?
• Your portfolio managers?
• Your investment committee?
• The fees you pay?

 

If not, Mercer can help

Mercer's outsourced solutions combined customized strategic asset allocation advice with a robust multi-manager structure, including top-tier alternatives managers. Mercer's team of experts provides continuous portfolio oversight through a disciplined, rigorous, and well-documented governance process.

 

Leveraging our heritage in consulting, research and implementation potentially benefits you:

• Customize the asset allocation decision to your specific requirements
• Dynamically adjust the allocation based on valuations
• Use traditional and alternatives managers highly-rated by Mercer
• Receive cost savings from Mercer's scale
• Receive real-time management and strategy execution
• Reduce administrative burden on committee and staff

 

Our Solution

Our process begins with understanding where you are today, what your risk and return objectives are and how we can develop a strategy and investment structure that helps meet your goals.

ENDOWMENT AND FOUNDATION GOVERNANCE


Fiduciary Oversight and Implementation   

 

A Method or System of Management  

 

Custom Funds in DC Plans - Fill out form to download white paper

*Required Fields

Delegated Investment Services

Allowing you to focus on your core business

How We Make a Difference


Mercer’s delegated solutions combines customized strategic asset allocation advice with a robust multi-manager structure. Mercer’s team of experts provides continuous portfolio oversight through a disciplined, well-documented governance process.

Some clients look to Mercer for not just advice, but also to implement our investment ideas on their behalf. Solutions range from the construction of single asset class or diversified portfolios based on Mercer’s global manager research to the full implementation of a long-term strategic plan.


Our process begins with understanding where you are today regarding the plan’s design and investment features, what your ultimate objectives are and how can we develop a strategy and investment structure that helps meet your goals.

 


How Mercer Can Help

 

Financials management

•  Potentially more predictable plan contributions
•  May minimize accounting impact of interest rate volatility
•  Balance sheet stability

 

Diversification

•  Buying power of a large plan
    – Multiple asset, styles and classes
•  Complementary managers
•  Active and passive strategies

Transfer fiduciary responsibility

•  Manager selection and termination
•  Manager monitoring
•  Plan rebalancing
•  Manage transitions
•  Document policies
 

Potential time savings for management

•  Refocus your time by delegating
    –  Daily investment decisions
    –  Plan and cash flow management
•  Manager reviews

Potentially enhanced performance

•  Combine asset class specialist investment managers
•  Utilize optimal rebalancing techniques
 

Potentially decreased costs

•  Seek favorable fees through pooling of assets
•  Seek to minimize transaction costs

Defined Benefit

We embrace our clients’ challenges, from remote delivery of research through to delegated decision making

Delegated Defined Benefit Investment Services

 

Managing pension risk is a critical business issue for many companies where pension funded status makes up a significant part of the balance sheet. Approximately one third of the 100 organizations surveyed by Mercer in November of 2011 believe that they had missed investment opportunities due to the time it takes to make or implement investment decisions.

 

Plan sponsors have limited time and resources to deal with the operational challenges of a fast-moving market environment and cumbersome compliance regulations. Many also do not meet frequently enough to identify, react, and capitalize on marketplace opportunities. Delegated investment services address these barriers while also providing the following benefits:

 

•  Improve governance.
•  Transfer fiduciary responsibility.
•  Allow committee to increase focus on strategy.
•  Potentially lower cost.
•  Potentially improve funded status and lower risk.
•  Seek diversification and independence of managers.
•  Potentially enhance performance.
 

Mercer's delegated investment services contain a systematic approach to not only identify opportunities, but capitalize on them immediately. These services, in combination with our retirement consulting services, help manage pension plans toward full funding while concurrently reducing risk — all in a timely, disciplined and cost-effective manner. 

Defined Contribution

Mercer can help you invest your time wisely

Defined Contribution Delegated Solutions

 

The governance of a DC plan has taken on greater significance as plan sponsors work toward securing appropriate retirement outcomes for participants. Mercer understands that some plan sponsors may have limited time and resources to keep up with the demands and challenges of a complex marketplace, stay abreast of investments trends, manage regulatory filings and administrative burdens, and respond to heightened scrutiny by participants, among other responsibilities. With the delegated solution, plan sponsors are able to mitigate fiduciary risk and have more time to focus on strategic issues by allowing Mercer to take care of the implementation.

 

Mercer has consulted to DC plan sponsors on strategy, design, structure, investment manager research, benchmarking, and implementation. We have the expertise, experience, and resources to provide you the solutions that fit your needs.

 

Investment Expertise

Disciplined decision-making based on investment policy and agreed-upon portfolio structure

 

Comprehensive Outsourcing

Expanded delegation to include committee support, vendor management, and regulatory oversight

 

Investment Buying Power

Potentially lower investment fees through access to Mercer’s negotiated investment relationships

 

Custom Funds

Opportunity to leverage existing investment relationships to create customized institutional investment vehicles

 

Portfolio Execution

Dedicated portfolio managers, operations, and service team

 


Defined Contribution Delegated Solutions  
Allowing You to Focus on Strategic Issues

 


Introduction to DC Delegated Solutions  
An interview with Liana Magner, US Delegated DC Leader

 


Making Accountability Work 
Effective Employer Strategies in a Multi-Generational Age

 

Endowments & Foundations

An end-to-end solution for committees to grow assets over time in a disciplined and cost effective manner

Endowment and Foundations Outsourced Solutions

 

Do you think you are getting the most from...

• Your consultant?
• Your portfolio managers?
• Your investment committee?
• The fees you pay?

 

If not, Mercer can help

Mercer's outsourced solutions combined customized strategic asset allocation advice with a robust multi-manager structure, including top-tier alternatives managers. Mercer's team of experts provides continuous portfolio oversight through a disciplined, rigorous, and well-documented governance process.

 

Leveraging our heritage in consulting, research and implementation potentially benefits you:

• Customize the asset allocation decision to your specific requirements
• Dynamically adjust the allocation based on valuations
• Use traditional and alternatives managers highly-rated by Mercer
• Receive cost savings from Mercer's scale
• Receive real-time management and strategy execution
• Reduce administrative burden on committee and staff

 

Our Solution

Our process begins with understanding where you are today, what your risk and return objectives are and how we can develop a strategy and investment structure that helps meet your goals.

ENDOWMENT AND FOUNDATION GOVERNANCE


Fiduciary Oversight and Implementation   

 

A Method or System of Management  

 

CONTACT OUR TEAM

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CONTACT THE US DELEGATED SOLUTIONS TEAM

    • US DELEGATED SOLUTIONS
    • Tom Murphy
    • Boston Email
    • DELEGATED DB LEADER
    • Gordon Fletcher
    • New York Email
    • DELEGATED DC LEADER
    • Liana Magner
    • Boston Email
    • DELEGATED E&F LEADER
    • Russ LaMore
    • St. Louis Email