Mercer

 

 

Mercer delivers advice and technology-driven solutions that help advisor firms meet the health, wealth and career needs of a changing workforce. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh & McLennan Companies (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people with 76,000 colleagues and annualized revenue approaching $17 billion.

We are a long-established provider of investment advice and solutions globally, with over 45 years’ experience. Our first investment solution offering originated in Australia in 1995 and we subsequently expanded our services to encompass Europe, the US and Canada, on-boarding our first European Investment Solutions client in 2006. Additionally, the team is supported by Mercer’s Global Manager Research Group and other specialist functions such as our market leading Responsible Investment, Operational Risk, and Transition Coordination teams.

Our specialist fiduciary management business (branded as Delegated Solutions) is integrated into our wider investment business and is built on the strength and depth of Mercer’s award winning investment, actuarial and pensions consulting divisions. We take responsibility for the design and implementation of our client’s investment requirements incorporating de-risking strategies as required working in partnership with clients to deliver to their objectives over time. Mercer is fully committed to specialist fiduciary management services delivering an integrated service alongside Mercer’s wider service capabilities as required.

Since on-boarding our first European Delegated Solutions client in 2006 we have continued to grow and develop our operational infrastructure and investment capabilities to the point of reaching the position of largest provider of OCIO services globally by both number of clients serviced and discretionary AUM (€250bn) as per the OCIO magazine’s 2019 Buyer’s Guide Survey. We have an established track record of over 20 years in providing discretionary fiduciary management services to our clients globally.

INVESTMENT SOLUTIONS

Combines strategic asset allocation advice tailored to your specific needs and objectives, with a robust multi-manager structure.

Our solutions range from a single asset class portfolio based on Mercer’s Global Manager Research to the construction of diversified multi-asset portfolios spanning several asset classes and investment managers, to the full implementation and monitoring of a long-term strategic plan.

The process begins with understanding where your client is today regarding their plan design and investment features, what their ultimate objectives are and how we can develop a strategy and investment structure for you that helps meet their goals.

 
KIID Mgi Euro Cash Fund   KIID Mercer Passive Global Equity Fund (H)   KIID Mercer Passive Global Equity Fund  KIID Mercer Global Buy Maintain Credit Fund (H)   KIID Mercer Euro Nominal Bond Long Duration Fund KIID Mercer Diversified Growth Fund (H)   KIID Mercer Diversified Growth Fund  KIID Mercer Absolute Return Fixed Income Fund (H)