Financial Advisers 

In a landscape of sweeping market flux and formidable economic uncertainty, financial advisers must find inventive ways to stay ahead - striking the perfect balance between long-term investment strategies and immediate solutions tailored to their clients’ needs.

Are your investment solutions matching your clients’ unique needs?

In times like these, it pays to have a trusted partner by your side. With strong buying power, a broad range of diversified investment solutions, local expertise and an extensive global network, Mercer is well placed to work with these clients to craft solutions that are aligned to their priorities.

Whether it’s market insights to help guide you in making informed decisions, specialist investment consulting, sophisticated managed portfolios or tailored implemented solutions, you can trust us to find a solution that meets your unique needs, as we believe one size does not fit all.

Investment solutions to suit your needs

  • Managed portfolios

    From bespoke through to a menu of solutions ready to go, we cover the needs of a wide range of investors and risk profiles by providing SMAs in a transparent and attractively priced structure. All are backed by Mercer’s comprehensive reporting, research, and tools. 

  • Diversified funds

    Our diversified (multi-asset) funds invest in a blend of our single-sector funds to target the investment objectives we know many investors are aiming for.

  • Single sector funds

    Our range of single sector funds offer a diverse range of asset class building blocks with which to construct a unique portfolio tailored to investors’ needs and objectives.

  • Mercer Indexed Funds

    The Mercer Indexed Funds provide investors with access to a range of diversified and asset-class based funds that aim to provide a low-cost alternative to invest in the market.

  • Asset manager research

    Need data to help guide your investment decisions? By subscribing to MercerInsight®, an alliance with eVestment, you can gain access to date, analytics and our forward-looking research on asset managers and thousands of investment strategies across both public and private markets.

  • Investment consulting

    Investing is complex enough. Get the support you need to be confident in your decision-making, with customised advice supported by forward-looking research. From advice on asset allocation, to portfolio construction to manager selection through to governance, we’re here to help you make and implement better decisions to suit your investment strategies.

  • Strategic research and insights

    Become a member of the MercerInsight® Community today to get access to strategic research from hundreds of thought leaders around the world, including Mercer and third-party publishers. It’s complimentary and easy to join.

  • Sustainable investments

    We help you build a sustainable investment strategy that integrates environmental, social and governance (ESG) considerations; diversity, equity and inclusion (DEI) factors and seeks an optimal mix between positive change and favourable returns.

Collaborating to design a better future with you.

How Mercer builds portfolios

At Mercer, we understand that constructing portfolios and developing successful investment strategies requires a strong and well-defined investment philosophy at the forefront of our approach.

Mercer’s investment philosophy

  • Client objectives
    • Investment success is dependent on clearly defined investment goals.
    • An investor’s true risk is not being able to meet their primary objective.
    • Aligned governance
  • Strong governance
    • Robust and high-quality governance processes are essential for successful investment outcomes.
    • Strong governance is necessary in times of crisis.
    • Establishing clear accountability for results promotes disciplined decision-making and risk-taking.
    • Effective stewardship can improve investment outcomes.
  • Rewarded risk
    • Asset allocation is the most important decision and is the primary driver of risk and return outcomes.
    • Risk and return are related, but the relationship can vary over time.
    • It is important to understand how risks interact.
    • Investors should focus on the risks that matter most.
    • Portfolio resilience can be enhanced by integrating financially material sustainability, transition and socio-economic risks into investment decision-making
  • Maximize value
    • Strategic asset allocation is the most significant determinant of value creation.
    • Active management can be employed where expected return benefits justify risks and fees.
    • Private markets can offer certain advantages over public markets for long-term investors. 
    • Dynamic asset allocation can add value to investment strategies.
    • Investing to solve long-term systemic issues may provide opportunities to improve risk-adjusted returns

Building portfolios – a clear and robust process with the investment philosophy front of mind

Our portfolio construction process begins with our investment philosophy. This philosophy guides our long-term Strategic Asset Allocation (SAA), incorporates Dynamic Asset Allocation (DAA) when appropriate, and includes manager/strategy selection, portfolio construction, and ongoing reviews/monitoring to help drive investment success for our clients.

  • Strategic asset allocation – set every 3 years and reviewed annually
  • Dynamic asset allocation – updated quarterly
  • Manager/strategy selection – continual review and update
  • Portfolio construction – updated annually
  • Final portfolios – include platform and fees
  • Reporting & Monitoring – provided in monthly, quarterly and annual cycle’s

Top investment considerations for financial intermediaries 2024

Learn more about the top five considerations for wealth managers and financial intermediaries in 2024.
Download report

An age of agility

Learn more about the three key themes which we believe will better position investors for success in 2024 and beyond. 
Download report

Introducing some of our team

    See our Important Notices and Product information for our Financial Service Guide, fund factsheets, product disclosure statements and performance information.

    Speak with Mercer 

    To learn how Mercer can assist with your organisations investment strategies complete the form below