Top investment considerations for financial intermediaries in 2021

The year 2020 has proved to be one for the history books. It has also laid the groundwork for the possibility of more unprecedented events in 2021. To best prepare advisors (and their clients) for the year ahead, we have identified five areas for consideration that we believe are critical for long-term success.

  • Top 5 areas of focus for 2021
    Positioning clients for success

    From investment governance to responsible investing, we've identified the top 5 areas of considerations for financial intermediaries in 2021.

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    Top 5 areas of focus for 2021
  • Opportunities beyond COVID-19
    Opportunities for Wealth Managers Beyond COVID-19

    The world has changed, and wealth managers need to continue to adapt quickly. We believe wealth managers who have taken steps to prepare for this change will thrive.

    Read more
    Opportunities beyond COVID-19
  • Investment strategy: Be ready
    How to be ready for investment opportunities

    In the uncertain depths of a market crisis, there can be emerging signals of investment opportunity, provided investors are looking for them and are positioned to capitalize on them.

    Read more
    Investment strategy: Be ready


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.

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Our goal is to help financial intermediaries overcome today’s market challenges by improving governance, reducing costs, & enhancing their client’s return potential.
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David Hyman, CFA
David Hyman, CFA
Financial Intermediaries, U.S. Segment Leader, Mercer

Mercer Wealth Manager Solutions Spectrum of Services

Click on boxes below to read three different scenarios of how we can work with you.(1)

multi-user Do it myself
Tools and Research

• Client situation: Large private US bank wanted to expand its research library to better service clients and financial advisors and stay ahead of the complex investment environment.

• Mercer solution: We provided access to Mercer’s Global Investment Manager Database (GIMD) containing all of Mercer’s manager research – investment and operational, and ability to access ESG and asset allocation expertise.
• Results: Individual investors were able to access stronger investment portfolios while our client was able to reduce its operating costs versus further building out its investment teams.





• Client situation: An RIA needed help developing goals-based portfolios that reflected its unique client base.

• Mercer solution: Our consulting team worked with the RIA to develop customized model portfolios that incorporated Mercer’s best thinking with its own client’s needs across a range of goals, risk tolerances, and tax-status.
• Results: RIA enhanced its investment management capabilities and was able to provide innovative investment strategies for its clients.


OCIO Solutions

• Client situation: A multi-family office wanted to incorporate alternative strategies into its clients’ investment programs but didn’t have the resources to build and manage a diversified strategy.

• Mercer solution: The team leveraged Mercer’s portfolio management and back-office teams to deliver an institutional-quality alternatives offering at competitive fees with a single set of documents to execute.
• Results: Multi-family office was able to reduce its operating costs and scale its investment offering.


multi-user Do it for me

Investment Manager Research

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.

Asset Allocation Model Portfolios

Asset Allocation Model Portfolios

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.

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Multi-Manager Strategies

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.


From Remote Delivery of Research to Hands-On Delegated

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

$15 Trillion

In assets under advisement (AUA).3

$331 Billion

Global delegated assets under management (AUM).4

Years in investments business.



Why Choose Mercer for Wealth Manager Solutions?


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.


  • Flexible service model: We can customize strategies to fit your needs — from an advisory role to delegation. This includes custom fund creation and management.
  • Global scale: We are one of the largest investment consultants worldwide with 880 investment professionals, and 198+ research-dedicated managers. AUA of $15 trillion in assets, and AUM of $331 billion
  • World-class research: We provide in-depth access to insightful and forward-looking independent research across traditional and alternative asset classes.



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Please See Important Notices For Further Information.

     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


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