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The assets under advisement data (Data) reported here include aggregated Data for Mercer Investment Consulting LLC and its affiliated companies globally (Mercer). The Data have 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. Where available, the Data are provided as 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 recent in time than the Reporting Date, was included in the Data. The Data include assets of clients that have engaged Mercer to provide project-based services 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. The assets under management data reported here include aggregate data for Mercer Investment Management, Inc. and its affiliated fiduciary management businesses globally as of the dates indicated.
Investment management and advisory services for U.S. clients are provided by Mercer Investment Management, Inc. (MIM) and Mercer Investment Consulting LLC (MIC). MIM and MIC are federally registered investment advisers under the Investment Advisers Act of 1940, as amended. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. MIM and MIC’s Form ADVs Part 2A & 2B can be obtained by written request directed to: Compliance Department, Mercer Investments, 701 Market Street, Suite 1100, St. Louis, MO 63101.