Wealth Management

Wealth Management



/content/dam/mercer/1000x332/conceptual/img-FL000054a-1000x332.jpg

We provide wealth management firms and other intermediaries with professional advisory services, analytical technology, and implemented solutions — driven by manager research and intellectual capital.

What We Do

We provide wealth management firms and other intermediaries with professional advisory services, analytical technology, and implemented solutions — all driven by institutional-caliber manager research and intellectual capital. Clients receive market-ready investment ideas that enable them to understand the importance of aligning wealth with values and intentions.

 

Why Mercer

We bring you the intellectual capital gained from 40 years of experience and the perspective of more than 1,200 investment professionals worldwide. Our 90-plus specialist manager researchers significantly deepen our resources. These benefits free you to spend less time on research by equipping you with tools and expert knowledge to build better products and more productive relationships. We can also help you create model portfolios, structure multi-manager funds, or access niche alternative asset classes.

 

How We Make a Difference

CUSTOMIZATION

Our capabilities streamline the development of bespoke solutions, from remote delivery of research through hands-on delegated decision-making. This doesn’t just help you differentiate your services — it does so without jeopardizing profitable growth, especially with resources stretched by rising service expectations, stiffening competition, and growing regulatory demands.

 

ADAPTABILITY

Every relationship centers on evolving discussions of your business needs and setting governance, fiduciary responsibility, and investment control. We tailor our offerings to focus on your particular goals, step up to your challenges, and unlock your business advantage.

 

RESEARCH

Our search for managers with the best past performance is only a first step. We are committed to understanding and identifying managers that have the sustainable advantage to generate outperformance in the future. The rigor we apply maximizes consistency, clarity, and confidence in outcomes.

MERCER MANAGER ANALYSIS PORTAL


 

MERCER VIEWPOINT

 

A high level qualitative review of a fund, based on a manager’s response to a questionnaire.
 


MERCERINSIGHT


MERCER'S GLOBAL INVESTMENT MANAGER DATABASE (GIMD™)

/content/dam/mercer/1000x332/conceptual/img-FL000054a-1000x332.jpg

The Mercer Wealth Management offering is fuelled by our institutional quality research and intellectual capital.

Mercer Investments helps you spend less time on research and has the tools you need so that you can spend more time providing better products and building relationships.

 

We have more than 100 research-dedicated professionals around the world. We look beyond just performance numbers and go deep into the understanding of investment managers' discipline and value offering. Our research is forward looking and qualitative.

 

Our manager research views continually evolve to identify and assess changes in a strategy's key people, processes and implementation. This allows for timely responses to changes that impact clients and their portfolios.

Where full in-depth manager research is not required, Mercer conducts a high-volume research (HVR) approach. This uses the same intellectual capital that underpins our four factor framework, but delivers it to investment managers in a visual summary format. This approach can provide a base-level view of a fund and can help to prioritize funds for deeper due diligence, if required. High-volume monitoring (HVM) follows the same approach to identify material changes in an investment team, strategy, or the firm and can be conducted on a monthly basis for clients.

Mercer Investments also offers a range of information technology solutions to streamline processes and enhance the productivity of wealth managers.
 

Mercer Manager Analysis Portal

 

Mercer Manager Analysis Portal (MAP) Head-Office Solution:
An exclusive offering that combines a truly comprehensive retail data analytics tool with Mercer's forward-looking qualitative research. This tool is ideal for the sophisticated central fund/manager selection teams to analyze, screen and chart qualitative and quantitative information. It works as a single platform that enables organizations to streamline all their fund selection and monitoring processes.

 

MAP Front-Office Solution:
A client branded, fully customizable, user friendly advisor workstation incorporating all the essential support material needed by a client advisor to select, develop and monitor their client's portfolio. Complete flexibility over content and functionality with options to include summary of Mercer opinions, portfolio construction tools, fund performance charting, fund factsheets and model portfolios. Everything a client advisor needs to demonstrate an advanced and professional client service.

 

  Find out more
 
 

 

 

MercerInsight

MercerInsight is a sophisticated yet simple-to-use cloud-based platform for institutional investors and investment managers to gain access to insights and analytics on more than 5,000 managers and 25,000 strategies.

 

  Find out more
 
 

 

 

The content and user interface of most of these tools can be customised to suit the needs of clients and also to incorporate their branding. For example, access can be restricted to funds on an approved list or pre-agreed model portfolios. Furthermore, some components of the tools can be integrated directly into client intranet or internet sites.


For more information or a demonstration, please contact a member of the Mercer Wealth Management team today.

MERCER MANAGER ANALYSIS PORTAL


 

MERCER VIEWPOINT

 

A high level qualitative review of a fund, based on a manager’s response to a questionnaire.

 


MERCERINSIGHT


MERCER'S GLOBAL INVESTMENT MANAGER DATABASE (GIMD™)

/content/dam/mercer/1000x332/conceptual/img-FL000054a-1000x332.jpg

We offer head office support, advisor support and a dedicated suite of tools, all underpinned by our unparalleled research and intellectual capital.

Mercer Investments has significant scale advantages with more than 1,200 investment professionals in 48 offices worldwide and more than 100 specialist manager researchers. We advise on a total of US$6.7 trillion in assets. Our scale and global footprint translate to real benefits to our clients.

 

Our advisory services include (but are not limited to):

 

  • Setting investment objectives and constructing robust model portfolios by developing appropriate benchmarks as well as measuring and mitigating downside risk.
  • High-Volume Research and monitoring providing a qualitative screen for large numbers of funds that need to be consolidated and/or monitored.
  • In depth analysis of money management, custodians, counterparty risk and transaction costs as well as operational risk assessments by our specialist unit, Mercer Sentinel 1 .
  • Advice on strategic asset allocations, customized for various risk profiles and different segments within a firm's client base.
  • Advice on emerging investment opportunities and themes.
  • Monitoring of asset allocations, managers and model portfolios and delivery of significant manager news and market valuations views.
  • Production of investment-related material for advisors that can be incorporated into their client communications. These include investment-specific notes, such as short fund profiles, educational articles, technical white papers and thought pieces on topical investment issues.
  • Advisor training delivered either in person or through Mercer Manager Analysis Portal in modules.

 

Please contact a member of the Mercer Wealth Management team today to discuss how our advisory services can meet your needs.

 

Footnote

  1. Mercer Sentinel is dedicated to consulting on issues such as custody, transition management, trading and brokerage, commission recapture and middle- and back-office operations of investment managers.

MERCER MANAGER ANALYSIS PORTAL


 

MERCER VIEWPOINT

 

A high level qualitative review of a fund, based on a manager’s response to a questionnaire.

 


MERCERINSIGHT


MERCER'S GLOBAL INVESTMENT MANAGER DATABASE (GIMD™)

/content/dam/mercer/1000x332/conceptual/img-FL000054a-1000x332.jpg

We can help you create model portfolios, help in product development to create bespoke funds, structure multi-manager funds and access niche alternative asset classes.

You can choose to delegate depending on your budget, time constraints, resources and skills, we can help you whatever your needs. Mercer Investments currently has US$73bn in assets under management.

 

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

 

Delegated Solutions

Outsourcing investment activities through our Implemented Investment Solutions enables you to focus more on achieving your long-term strategic objectives. The benefits of delegating your day-to-day investment decision-making and execution to Mercer include performance monitoring, improved efficiency, robust governance, operational cost savings, risk management and the framework to exploit market opportunities as they arise.

 

Joint Investment Solutions

Our wealth management team can also work with clients who choose to have deeper involvement and a higher degree of influence on investment objectives and manager structure.

 

Mercer Investments can help you create model portfolios, to create bespoke funds, structure multi-manager funds and access niche alternative asset classes.

MERCER MANAGER ANALYSIS PORTAL


 

MERCER VIEWPOINT

 

A high level qualitative review of a fund, based on a manager’s response to a questionnaire.

 


MERCERINSIGHT


MERCER'S GLOBAL INVESTMENT MANAGER DATABASE (GIMD™)

CONTACT OUR SPECIALISTS*Required


ABOUT US

We provide wealth management firms and other intermediaries with professional advisory services, analytical technology, and implemented solutions — driven by manager research and intellectual capital.

What We Do

We provide wealth management firms and other intermediaries with professional advisory services, analytical technology, and implemented solutions — all driven by institutional-caliber manager research and intellectual capital. Clients receive market-ready investment ideas that enable them to understand the importance of aligning wealth with values and intentions.

 

Why Mercer

We bring you the intellectual capital gained from 40 years of experience and the perspective of more than 1,200 investment professionals worldwide. Our 90-plus specialist manager researchers significantly deepen our resources. These benefits free you to spend less time on research by equipping you with tools and expert knowledge to build better products and more productive relationships. We can also help you create model portfolios, structure multi-manager funds, or access niche alternative asset classes.

 

How We Make a Difference

CUSTOMIZATION

Our capabilities streamline the development of bespoke solutions, from remote delivery of research through hands-on delegated decision-making. This doesn’t just help you differentiate your services — it does so without jeopardizing profitable growth, especially with resources stretched by rising service expectations, stiffening competition, and growing regulatory demands.

 

ADAPTABILITY

Every relationship centers on evolving discussions of your business needs and setting governance, fiduciary responsibility, and investment control. We tailor our offerings to focus on your particular goals, step up to your challenges, and unlock your business advantage.

 

RESEARCH

Our search for managers with the best past performance is only a first step. We are committed to understanding and identifying managers that have the sustainable advantage to generate outperformance in the future. The rigor we apply maximizes consistency, clarity, and confidence in outcomes.

MERCER MANAGER ANALYSIS PORTAL


 

MERCER VIEWPOINT

 

A high level qualitative review of a fund, based on a manager’s response to a questionnaire.
 


MERCERINSIGHT


MERCER'S GLOBAL INVESTMENT MANAGER DATABASE (GIMD™)

RESEARCH

The Mercer Wealth Management offering is fuelled by our institutional quality research and intellectual capital.

Mercer Investments helps you spend less time on research and has the tools you need so that you can spend more time providing better products and building relationships.

 

We have more than 100 research-dedicated professionals around the world. We look beyond just performance numbers and go deep into the understanding of investment managers' discipline and value offering. Our research is forward looking and qualitative.

 

Our manager research views continually evolve to identify and assess changes in a strategy's key people, processes and implementation. This allows for timely responses to changes that impact clients and their portfolios.

Where full in-depth manager research is not required, Mercer conducts a high-volume research (HVR) approach. This uses the same intellectual capital that underpins our four factor framework, but delivers it to investment managers in a visual summary format. This approach can provide a base-level view of a fund and can help to prioritize funds for deeper due diligence, if required. High-volume monitoring (HVM) follows the same approach to identify material changes in an investment team, strategy, or the firm and can be conducted on a monthly basis for clients.

Mercer Investments also offers a range of information technology solutions to streamline processes and enhance the productivity of wealth managers.
 

Mercer Manager Analysis Portal

 

Mercer Manager Analysis Portal (MAP) Head-Office Solution:
An exclusive offering that combines a truly comprehensive retail data analytics tool with Mercer's forward-looking qualitative research. This tool is ideal for the sophisticated central fund/manager selection teams to analyze, screen and chart qualitative and quantitative information. It works as a single platform that enables organizations to streamline all their fund selection and monitoring processes.

 

MAP Front-Office Solution:
A client branded, fully customizable, user friendly advisor workstation incorporating all the essential support material needed by a client advisor to select, develop and monitor their client's portfolio. Complete flexibility over content and functionality with options to include summary of Mercer opinions, portfolio construction tools, fund performance charting, fund factsheets and model portfolios. Everything a client advisor needs to demonstrate an advanced and professional client service.

 

  Find out more
 
 

 

 

MercerInsight

MercerInsight is a sophisticated yet simple-to-use cloud-based platform for institutional investors and investment managers to gain access to insights and analytics on more than 5,000 managers and 25,000 strategies.

 

  Find out more
 
 

 

 

The content and user interface of most of these tools can be customised to suit the needs of clients and also to incorporate their branding. For example, access can be restricted to funds on an approved list or pre-agreed model portfolios. Furthermore, some components of the tools can be integrated directly into client intranet or internet sites.


For more information or a demonstration, please contact a member of the Mercer Wealth Management team today.

MERCER MANAGER ANALYSIS PORTAL


 

MERCER VIEWPOINT

 

A high level qualitative review of a fund, based on a manager’s response to a questionnaire.

 


MERCERINSIGHT


MERCER'S GLOBAL INVESTMENT MANAGER DATABASE (GIMD™)

ADVICE

We offer head office support, advisor support and a dedicated suite of tools, all underpinned by our unparalleled research and intellectual capital.

Mercer Investments has significant scale advantages with more than 1,200 investment professionals in 48 offices worldwide and more than 100 specialist manager researchers. We advise on a total of US$6.7 trillion in assets. Our scale and global footprint translate to real benefits to our clients.

 

Our advisory services include (but are not limited to):

 

  • Setting investment objectives and constructing robust model portfolios by developing appropriate benchmarks as well as measuring and mitigating downside risk.
  • High-Volume Research and monitoring providing a qualitative screen for large numbers of funds that need to be consolidated and/or monitored.
  • In depth analysis of money management, custodians, counterparty risk and transaction costs as well as operational risk assessments by our specialist unit, Mercer Sentinel 1 .
  • Advice on strategic asset allocations, customized for various risk profiles and different segments within a firm's client base.
  • Advice on emerging investment opportunities and themes.
  • Monitoring of asset allocations, managers and model portfolios and delivery of significant manager news and market valuations views.
  • Production of investment-related material for advisors that can be incorporated into their client communications. These include investment-specific notes, such as short fund profiles, educational articles, technical white papers and thought pieces on topical investment issues.
  • Advisor training delivered either in person or through Mercer Manager Analysis Portal in modules.

 

Please contact a member of the Mercer Wealth Management team today to discuss how our advisory services can meet your needs.

 

Footnote

  1. Mercer Sentinel is dedicated to consulting on issues such as custody, transition management, trading and brokerage, commission recapture and middle- and back-office operations of investment managers.

MERCER MANAGER ANALYSIS PORTAL


 

MERCER VIEWPOINT

 

A high level qualitative review of a fund, based on a manager’s response to a questionnaire.

 


MERCERINSIGHT


MERCER'S GLOBAL INVESTMENT MANAGER DATABASE (GIMD™)

IMPLEMENTATION

We can help you create model portfolios, help in product development to create bespoke funds, structure multi-manager funds and access niche alternative asset classes.

You can choose to delegate depending on your budget, time constraints, resources and skills, we can help you whatever your needs. Mercer Investments currently has US$73bn in assets under management.

 

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

 

Delegated Solutions

Outsourcing investment activities through our Implemented Investment Solutions enables you to focus more on achieving your long-term strategic objectives. The benefits of delegating your day-to-day investment decision-making and execution to Mercer include performance monitoring, improved efficiency, robust governance, operational cost savings, risk management and the framework to exploit market opportunities as they arise.

 

Joint Investment Solutions

Our wealth management team can also work with clients who choose to have deeper involvement and a higher degree of influence on investment objectives and manager structure.

 

Mercer Investments can help you create model portfolios, to create bespoke funds, structure multi-manager funds and access niche alternative asset classes.

MERCER MANAGER ANALYSIS PORTAL


 

MERCER VIEWPOINT

 

A high level qualitative review of a fund, based on a manager’s response to a questionnaire.

 


MERCERINSIGHT


MERCER'S GLOBAL INVESTMENT MANAGER DATABASE (GIMD™)

CONTACT OUR TEAM

CONTACT US

    • GLOBAL
    • Cara Williams
    • London Email +44 20 7178 3795
    • EUROPE
    • Michael Curtin
    • Dublin Email +353 1 603 9758
    • AUSTRALIA / NEW ZEALAND
    • Luke Fitzgerald
    • Sydney Email +61 2 8864 6227
    • ASIA
    • Steven Seow
    • Singapore Email +65 6398 2444
    • UNITED STATES
    • David Eisenberg
    • Boston Email +1 617 747 9454
    • CANADA
    • Brian Dayes
    • Toronto Email +1 416 868 2934