Featured news

Blueprint for resilience

12 steps investors should take to improve their governance

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Pensions and Investments

Evolution of OCIO: more predictability, less volatility

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Press release

Mercer appoints Samantha Davidson, CFA, as Leader for U.S. OCIO business

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Organizations are looking at OCIO to drive strategic value

 

Corporations and not-for-profit organizations of all sizes often find that managing financial assets can distract leadership teams from focusing on their businesses. Mercer offers 70+ years of investment fiduciary expertise gained from making a difference in people’s lives.

 

Our OCIO professionals can assist in setting investment strategy by engaging our global research network and accessing the world’s best investment ideas — and by fusing economics with empathy. By harnessing our thinking and proven OCIO platform, you let us manage the day-to-day details of running the investment and operational aspects of your program, while freeing your people to drive strategic value, pursue your mission or transform your organization.

Watch Video: Asset owners who engage Mercer rely on our depth of global research, our ability to customize services to their precise needs, and the quality of our proven operational platform.



 

Pooled employer plans aim to lower plan costs, improve access to innovative investment management and transfer administrative and fiduciary burdens to a third-party. Learn about them here.


Defined Contribution OCIO

 

A clearly defined solution for your defined contribution plan

 

You likely share a common goal with other employers: to improve financial and operational outcomes for your company, while reducing the time, cost, complexities and fiduciary risks associated with managing your defined contribution (DC) plan. We get it. As experienced industry leaders in DC OCIO, Mercer can help you:

 

  • Secure your foundation through strong governance and reduction of fiduciary risk and operational/administrative burdens
  • Achieve greater prosperity and improve outcomes for your participants through better investment management and plan design
  • Inspire confidence in your employees by providing a competitive DC benefit that can help secure their retirement

Have questions? Contact us. 

Mercer Wise 401(k), a fully outsourced solution

 

Learn how Mercer Wise 401(k) can reduce time, expense, complexities and fiduciary risk associated with managing your defined contribution plan.

DB OCIO case study

 

How Mercer’s OCIO reduced portfolio risk in the 2020 market meltdown.

Defined Benefit OCIO

 

Free yourself to manage other priorities

 

As a sponsor of a defined benefit (DB) plan, you may be looking for ways to overcome the challenges of market volatility, uncertain liabilities, shifting regulations and pressure to reduce expenses and contributions. As experienced industry leaders in DB OCIO, Mercer gets it. We draw upon global resources and scale to help clients improve and maintain funded status, lower fiduciary risk, potentially reduce cost and achieve better performance by running your total portfolio.

 

Have questions? Contact us. 

Nonprofit OCIO

 

Designing your future together

 

No two non-profits are alike. Our goal is to develop a customized outsourced solution that best fits your organization’s governance and decision-making structure while maintaining flexibility to make changes over time as your organization grows and evolves. Pavilion’s dedicated not-for-profit OCIO consulting team provides solutions that turn investment insights into actions, and goals into accomplishments.

 

  • Customized and flexible solutions that help you deliver on your mission
  • Global research and resources that allow you to remain as engaged in your program as you want to be
  • Strategic portfolio oversight that goes far beyond manager selection and asset allocation to provide robust governance

Have questions? Contact us. 

Learn more

 

Outsourced investment management (OCIO) solutions let you focus on mission-related initiatives.

insights

Meet our OCIO leadership team

You likely share a common goal with other employers: to improve financial and operational outcomes for your company, while reducing the time, cost, complexities and fiduciary risks associated with managing your defined contribution (DC) plan. We get it. As experienced industry leaders in DC OCIO, Mercer can help you:

Samantha Davidson, CFA

US OCIO Leader

Scott Jarboe, FSA

US Defined Benefit (DB) Leader

Rich Joseph

US Wealth Distribution Leader

Liana Magner, CFA

US Defined Contribution (DC) and Financial Wellness Leader

Travis Pruit, CFA

US Nonprofit OCIO Business Leader


experienced

leadership you can trust


As a leading OCIO provider in the U.S., our clients rely on us to apply a business focus to understanding their strategic goals—and then work with them as a partner to improve investment performance, governance and operations.

58%


of institutions chose OCIO to improve their governance processes*

 

1.8M


plan participants touched by Mercer OCIO services and solutions**

 

1,150+


clients in the U.S. trust Mercer for OCIO guidance**

 

$59B+


in DC OCIO assets under management**

 



Please see our important notices for further information.

* Cerulli Associates, The Cerulli Report - U.S. Outsourced CIO Function 2018: Increasing Competition and Service Organization

** As of June 30, 2020

We’re here to help.

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

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