Retirement & Investments

Retirement & Investments

Retirement & Investments Retirement & Investments

In business, in life — financial security matters.

Making more informed decisions on retirement plans, long-term savings, and investment strategies can result in better outcomes for your business and your employees. Greater security, new opportunities, and more freedom.



Mercer Completes Acquisition of Summit Strategies Group

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Mercer Completes Acquisition of Pavilion Financial Corporation

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Mercer and Morningstar Form Alliance

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Mercer Welcomes Pavilion Financial Corporation Learn More


Wealth-Solutions-Background Wealth-Solution-Mobile

Looking for Better Outcomes?

Organizations are building more secure businesses. Not-for-profits are finding new ways to fulfill their mission and do more good in the world. Millions of people are now living a more secure future. Enhancing financial security in business and in life is what our work as a trusted advisor is all about.


Whether you are an employer, institutional investor, not-for-profit/endowment, financial intermediary, or family office, we can help you achieve growth in a complex world.

How can Mercer help you? Three ways

“We need advanced RESEARCH AND TOOLS to help us make strategic decisions.”

“We’re looking for EXPERT ADVICE to help us uncover the right strategies.”

“We want to DELEGATE our plan so that we can focus on our core business.”

Investments — Market Commentary, Insights & Research

One size doesn't fit all. What if you could better assess your objectives and the risks and outcomes you view as most important – and then get a customized investment program? From strategy, structure, and implementation to ongoing fiduciary management, we can assist across the continuum of institutional investing. For 40+ years, we have cultivated deep expertise and intellectual capital in the investments area.


Covers themes and opportunities, investment beliefs and governance models.



Advises institutional investors on why and how to adopt a sustainable investment approach.



Offer quarterly market environment commentaries and monthly summaries on investment issues:

“Equities Accelerate Amidst Earnings Growth and Trade Tensions.”


Investing in a Time of Climate Change: Investment Implications


Insurance Linked Strategies – Private Capital Funds – Liquid Alternatives in Wealth Management

Why Mercer?

As a leader in retirement and investment strategies, we offer a full spectrum of actuarial, administration, delegated, and investment services.


Investment professionals worldwide and 135 dedicated analysts1


Consultant by global Assets Under Advisement2

$11.7 Trillion

Under advisement globally3

$241+ Billion

Global delegated Assets Under Management 3

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.

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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.
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Retirement & Investment Insights

      Please see Important notices for further information.

      Find additional information, including disclosures, filings and proxy voting pages related to Mercer’s delegated services here . Our fund descriptions and monthly holdings reports are located here.

      Please see “Important Notices” for more information on Assets Under Management and Assets Under Advisement. 

      1 Information is as of June 30, 2018

      2 Pensions & Investments. Pensions & Investments Survey, November 27, 2017.

      3 Information is as of December 31, 2017. 

      4 Information as of March 31, 2018

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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