The Mercer Difference

Leveraging Mercer's globally renowned heritage in consulting and world-class research, complemented by our own proprietary research, portfolio construction and global reach, Mercer's investment professionals create and deliver holistic, and innovative investment strategies and solutions for institutional investors.

Mercer's Investment Philosophy

The structure of our manager-of-managers program is designed to seek broad market diversification and consistent, superior, risk-controlled alpha.

 Mercer's investment portfolios and managers have been carefully designed to strike what we believe to be the right balance between diversification and alpha potential. We believe passive management is appropriate for some portion of assets and recommend active management in those asset classes we do not believe to be efficient. For example, we consider the U.S. large cap equity market to be fairly efficient. Therefore, depending on client objectives, we recommend indexing a portion of their allocation to passive management in this asset class. Conversely, we recommend that clients not passively index the allocations to international and small cap equity.

In helping a client to construct an effective investment strategy, the broad outline of our portfolio structure is illustrated below.

Services in the U. S. are provided by Mercer Global Investments, Inc.