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Investments and Retirement

With an ever-evolving market landscape, investors face myriad challenges in reaching their financial goals. We aim to help you develop investment solutions unique to your situation, as well as provide the service and support you need.

Why Mercer?

Why Mercer?


As a leader in retirement and investment strategies, we offer a full spectrum of actuarial, administration, delegated, and investment services.

880

Investment professionals worldwide and 198 dedicated analysts1

#1

Consultant by global assets under advisement 2

15 Trillion

Under advisement globally3

$311 Billion

Global delegated Assets Under Management3

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People are at the heart of everything we do at Mercer, from understanding our client’s needs on a deeply personal level, to hiring and retaining the best financial experts in the industry to work on their behalf.
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Evolving Investment Governance Models — Driving Better Outcomes

 

Learn more about the main governance models for institutional investors that have emerged over the last 5 to 10 years. The article covers the key tasks facing institutional investors and the different governance models that have evolved, and what delegated solutions offer.

 

 

Building the Right Investment Governance Structure for Your Advisory Firm

 

Strong governance is essential for growing financial advisory firms — it can improve investment outcomes and prevent operational failures. With various delegated solutions on the market, good governance can be cost-effective and allow financial advisors to focus on client service and development.

 

     

      Please see Important notices for further information.

      Find additional information, including disclosures, filings and proxy voting pages related to Mercer’s delegated services here . Our fund descriptions and monthly holdings reports are located here.

      Please see “Important Notices” for more information on Assets Under Management and Assets Under Advisement. 

      1 Information is as of December 31, 2019.

      2 Pension & Investments, AUA ranked by worldwide assets under advisement as of June 30, 2019 as reported by each firm to P&I.

      3 Information is as of June 30, 2019. 

      4 Information as of January 31, 2020.

 

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