Investment & Retirement - Research, Advice and OCIO Service

What if you had, at your fingertips, the best tools and research, advice, and solutions for implementing strategies to meet your goals? This is what our retirement and investment solutions are all about. Tools and research uncover ideas. Advice presents those ideas to you in a way that fits your unique requirements. And our solutions allow you to delegate a portion of the decision process to us and maintain control wherever you choose. Governance flexibility is a key benefit. We can adapt to your needs, and work as your trusted advisor across a spectrum of services to enable you to make more informed decisions and achieve better outcomes.

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Helps you be better informed about market changes and trends that may impact you.

Offers strategies for converting insight into actionable outcomes — includes actuarial consulting and investment consulting.

Better Outcomes

Solutions

Tools & Research

Advice

Supports you in implementing strategies to meet your goals —may include delegated investment solutions and pension risk transfer solutions.

Get Better Outcomes

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Tools & Research

Is the market changing so fast you can’t always keep up?

Are you looking to better understand the global and local trends that could impact outcomes?

Rely on us to identify global innovations and help you better understand the local nuances of the markets and client segments you serve. We believe access to forward-looking research that spans the diversity of the global economy is critical— it drives innovation and helps capture economic value.

2,200+ investment professionals1
135+ manager researchers, 70+ dedicated alternatives team1
Analytics and data services to inform investment decisions
10,000+ strategies rated1
$6.8 trillion global subscriber assets1
A dedicated team focused on Responsible Investing

Mercer Insight® for Asset Owners

Gain access to insights and analytics on more than 5,900 managers and 32,000+ strategies.

Global Investment Manager Data(GIMD)

A web-based database containing information on more than 5,900+ investment managers.

Advice

Do you have the insight and advice you need to manage retirement plan costs and risks?

Are you providing your employees with competitive retirement benefits that build loyalty?

Do you have specialty needs such as strategy questions on the role of responsible investing and alternatives?

We can help with advisory services on actuarial consulting for defined benefit and defined contribution retirement plans, global consulting for multinational firms, and plan design analysis, contribution strategy, and compliance review. We also offer investment consulting for institutional investors and specialty consulting in areas including responsible investing and alternatives, as well as strategic asset allocation, performance evaluation, and risk monitoring.

Solutions

Want to focus more of your time on strategy?

Do you prefer investment solutions implemented on your behalf, or partially on your behalf?

Looking for investment management and operations/implementation?

Delegated investment solutions, or the Outsourced Chief Investment Officer (OCIO) model may be the perfect choice. We offer an open architecture platform and a continuum of options that may include manager-named platforms, custom funds of one for a client, and multi-client pooling vehicles — “fund of funds.”

Through pension risk transfer solutions, we provide a range of customizable solutions to manage pension risk through integrated asset and liability strategies.

Comprehensive Solutions Across Segments

You can leverage our tools & research, our advisory services, or partially or fully delegated solutions or any combination that works for your needs.

Defined Contribution Plans and Financial Wellness

Generate more value for your business and your employees with a “whole-of-life” investment approach. From governance, retirement plan design and administration to ad

Not-for-Profit (Pavilion, a Mercer Practice)

Better align your mission with your investment portfolio. We work with endowments/foundations, healthcare and faith-based entities, and have strong experience in alt

Wealth Manager Solutions

Leverage our global infrastructure to advance the investment management capabilities of financial advisory firms, helping them provide innovative investment strategi

Defined Benefit

Provide help with building and executing a smarter, defined benefit destination strategy, one that brings together actuarial, administration, and investment services

With 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.

/content/mercer/global/all/en/our-thinking/wealth/evolving-investment-governance-models-driving-better-outcomes.html?#contactForm LEARN MORE

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.

/content/dam/mercer/attachments/private/nurture-cycle/us-2018-wealth-building-the-right-investment-governance-structure-for-your-advisory-firm-mercer.pdf LEARN MORE

About Mercer

Mercer is making a difference in the lives of more than 110 million people every day. We’re advancing the future of work; the affordability, accessibility and quality of health; and enhancing financial security for life. And it is all within your reach.

130+

Countries where we operate1

22,000+

Employees based in 44 countries1a

$11.7

Global Assets Under Advisement1

1,100+

Delegated clients 1

$241

Global delegated Assets Under Management3

_{Please See Important Notices For Further Information.}

_{¹Information as of December 31, 2017}

_{² Pensions & Investments. Pensions & Investments Survey, November 27, 2017. Please see “Important Notices” for more information on Assets Under Management and Assets Under Advisement.}

_{³ Information as of March 31, 2018}

more informed investment decisions — better outcomes

Get Better Outcomes

Tools & Research

Mercer Insight® for Asset Owners

Global Investment Manager Data(GIMD)

Advice

Solutions

Comprehensive Solutions Across Segments

Defined Contribution Plans and Financial Wellness

Not-for-Profit (Pavilion, a Mercer Practice)

Wealth Manager Solutions

Defined Benefit

Evolving Investment Governance Models — Driving Better Outcomes

Building the Right Investment Governance Structure for Your Advisory Firm

About Mercer

130+

22,000+

$11.7

1,100+

$241

We’re Here to Help

We're Here to Help

Mercer United States

Lines of Business