Advisors and their clients need to be adaptable to the challenges that lie ahead. Mercer has identified six areas for financial intermediaries to consider – areas we believe are critical for long-term success in 2023.
Looking for independent investment advice and implemented solutions to meet your needs as a wealth management firm or financial intermediary? Having to constantly evaluate and adjust to the shifting landscape can be difficult — particularly as economic, political, and other factors affect markets and investment outlooks. As one of the largest investment consultants worldwide, we can leverage our global infrastructure to help advance your investment management capabilities. You can better meet today’s challenges by offering innovative investment strategies to your clients. Our solutions can help standardize your investment process while allowing you to build customized relationships.
Click on boxes below to read three different scenarios of how we can work with you.(1)
We have 198+ research-dedicated professionals around the world that go beyond just performance numbers with forward-looking, qualitative assessments that highlight the risks and opportunities of each strategy and the team behind the strategy.
The most important decision for an investor is asset allocation. Our team of capital markets experts and wealth management experts can provide our standard reference portfolios or work with you to build a customized suite of portfolios across the risk spectrum that reflect the unique circumstances of your client base.Learn more
Whether you are seeking to fill a specific asset class or an entire portfolio, you can leverage our research and scale through multi-manager strategies.
As a wealth management firm or financial fiduciary today, you need to provide a differentiated offering to your clients. We have the flexibility to develop strategies for you — from remote delivery of research to hands-on, delegated decision making. When you leverage Mercer’s proven and industry-leading investment research and/or investment management capabilities, you free up more time to focus on what’s far more important: the changes you want to bring about in your client’s lives.
Research dedicated professionals around the world.2
In assets under advisement (AUA).3
Global delegated assets under management (AUM).4
Wealth management firms and leading financial intermediaries work with Mercer to take advantage of our investment research, advice, and implementation services. We can help your organization generate investment ideas, perform due diligence, and/or assess operational and fiduciary risks. We can help — whatever your needs. For nearly five decades, we’ve been providing advice to institutional investors.
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1 These case studies are illustrations of Mercer's capabilities provided to certain clients. Client results will vary and there can be no guarantee of similar results.
2 Information as of March 31, 2019
3 Information as of June 30, 2019
4 Information as of January 31, 2020