Retirement & Investments

Retirement & Investments

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Retirement & Investments

In business, in life — financial security matters.

Making more informed decisions on retirement plans, long-term savings, and investment strategies can result in better outcomes for your business and your employees. Greater security, new opportunities, and more freedom.



Mercer to Acquire Pavilion’s Investment Consulting

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Mercer to Acquire Summit Strategies Group

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Mercer and Morningstar Form Alliance

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Wealth — Retirement & Investment Solutions

Enhancing financial security for life. At Mercer, we have helped millions of people live a more secure future, and organizations build a more secure business. For non-profits, our advice has opened opportunities to fulfill their mission and do more good in the world. For the individuals that wealth creation ultimately touches, we give them the freedom to live their lives — their way.

Whether you are an employer, institutional investor, non-profit/endowment, financial intermediary, or family office, we help you achieve growth in a complex world. Together, we strive for better decisions that drive better outcomes for our clients, for people, and for society.

How can Mercer help you? Three ways

“I want comprehensive curated research and tools.”

“I need help identifying the best investment strategies and advisory services.”

“I want a partially or fully delegated solution.”

Investments — Market Commentary, Insights & Research

Mercer understands that “one size doesn’t fit all.” We can help you assess your objectives and the risks and outcomes you view as most important — and then work with you to customize an investment program. From strategy, structure and implementation to ongoing fiduciary management, we can assist across the continuum of institutional investing. For 40+ years, we have cultivated deep expertise and intellectual capital in the investments area.


Covers themes and opportunities, investment beliefs and governance models.



Advises institutional investors on why and how to adopt a sustainable investment approach.



Quarterly market environment commentaries and monthly summaries on investment issues:

“Equities Accelerate Amidst Earnings Growth and Trade Tensions.”


Investing in a Time of Climate Change: Investment Implications


Insurance Linked Strategies, Private Capital Funds, Liquid Alternatives in Wealth Management

Why Mercer?

As a leader in retirement and investment strategies, we offer a full spectrum of actuarial, administration, delegated and investment services. We are ranked as the #1 investment consultant by assets.

With our delegated solutions, clients are getting better diversification, lower costs and faster implementation — so they can focus their time on strategy.”

—  Rich Nuzum, President of Mercer's global Wealth Business, talking about our governance philosophy. 

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.

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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.
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Retirement & Investment Insights

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 . 

We’re Here to Help
We’d be happy to set up a free consultation or send you more information to get you started.