Gestion des risques

Gestion des risques



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Organismes sans but lucratif

 

Ce Que Nous Faisons

 

Mercer offre des services à plus de 170 organismes sans but lucratif dont la taille de l’actif est de deux millions à près de deux milliards de dollars, un vaste échantillon qui nous permet de continuellement parfaire notre expertise. Qu’il s’agisse d’une stratégie de placements non traditionnels, de structures de gouvernance, de dons ou de modèles de revenu des placements, nous développons des idées qui profitent à nos clients.

 

Pourquoi Choisir Mercer

 

Les organismes sans but lucratif occupent un créneau particulier dans le monde des placements. Comme les membres du conseil d’administration se réunissent une fois par trimestre, ils doivent travailler à un rythme atypique. En revanche, ils tiennent à ce que les heures et les sommes qu’ils investissent rapportent le plus possible à l’organisme sans but lucratif. Nous comprenons ces enjeux et nous adaptons nos services pour que leur souhait devienne réalité.

 

La Différence Mercer

 

Ressources uniques

 

Depuis deux décennies, nous améliorons constamment les services de gestion personnalisée des placements que nous fournissons aux fondations. Nos clients en profitent car, grâce à nos ressources et à la rapidité de notre réseau mondial, ils ont accès à toute une gamme de contacts et de compétences sur les placements non traditionnels, que ce soit des opérations de couverture, du placement privé, de l’investissement socialement responsable ou des titres immobiliers. Nous nous faisons un devoir d’accorder une attention personnelle à chaque service que nous fournissons.

 

Clarté de la communication

 

Étant donné la nécessité d’établir les objectifs de placement et de trouver un équilibre entre eux, il est essentiel que tout le monde saisisse bien les priorités et les réflexions qui les sous-tendent. La plupart des membres des conseils d’administration des organismes sans but lucratif ne travaillent pas dans le domaine de la finance et le jargon des affaires ne leur est peut-être pas familier. Nous nous assurons que tout le monde, que ce soit l’éducateur ou le magnat de la presse, comprenne comment le conseil d’administration a établi ses objectifs tout au long du processus.

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The past decade has been a turbulent time for plans — and with liabilities exceeding assets, reduced funding levels are a real concern. Risk management is a necessity, but it can be difficult to know where to start.

 

With over 3,000 clients globally seeking advice, research, and a trusted partner, we understand the challenges you face and the complexities of your business. Our vast experience in working with many types of organizations and cultures makes us well placed to provide you with the support you need to manage risk. 

 

Surveys: Mercer's surveys are designed to help you and your firm better understand the dynamics of current markets, the performance of your investments, and the behavior of your investment managers. 

 

Asset allocation: In this environment of large deficits and the need for diversification, plans need to get this right from the start, as asset allocation is instrumental to plan performance. Read about the latest trends around the world, understand their behaviou, and find out our predictions on the next favored asset classes. 

 

Global Manager Search Trends annual report: From investment mandate hiring patterns and search trends, gain insight into what Mercer’s institutional clients around the world are doing.

 

Fee Survey: With more than 25,000 asset management products from over 5,000 investment management firms, this survey looks at management fees globally — it’s a “must read” for those who want to better understand the science behind fees. 

 

Strategic outlook: As major global investment markets advance from a strong 2013, Mercer has released two related research papers — Outlook for 2014 and Beyond and 2014 Strategic Themes and Opportunities — that assess the investment environment and suggest market opportunities. Together, they identify how investors can respond dynamically to changing market conditions and ensure that portfolios are robust to a range of economic outcomes.

MARKETS AREN'T ALWAYS FAIR

 

Read how Dynamic Asset Allocation can help level the playing field.

 


LOOKING FOR SELF-SERVICE RESEARCH AND ANALYTICAL TOOLS?

 

With access to Mercer’s tools, you can review analysis of investment research MercerInsight

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Companies are increasingly seeking to better understand the impact of their pension plans on company financials. At the same time, pension plans are considering the use of more sophisticated markets instruments in conjunction with asset management products to manage the various risks they face.

 

We can help identify the key issues and opportunities you are confronted with both locally and on a global basis and then formulate an appropriate investment policy to best meet your objectives.

 

How Mercer Can Help

Pension risk is not only an issue for trustees but also has become a board room issue — and it can be difficult to manage. Connect with us to learn how applying integrated thinking can help solve the retirement challenges of your members, today and tomorrow.

 

>>Learn more

 

Pension Risk Framework

Managing DB pensions is a complicated challenge for multinationals. Read how you can meet the challenge head on using Mercer’s Pension risk framework.

 

Operational Efficiency

Plans should also consider the non investment risks associated with investment operations and execution. Meet the Mercer team that focuses on very specific areas of noninvestment and service provider risk, and who can advise on custody, investment operations and execution, and risk management.

Meet some of our experts, as they share their tips on how to manage risk.

/content/dam/mercer/1000x282/geographic/img-FL000294b-1000x282.jpg

Risk Management

Risk management spans multiple areas, from investment operations to business and reputational risk. Return requires risk, but risk does not guarantee return. We therefore focus on understanding and managing the risks within your portfolio, seeking to harness the rewards associated with exposure to certain risk premia.

 

In our alternatives portfolios, we do this from “non-traditional” sources such as event risk, liquidity risk, complexity risk, legal process risk, catastrophe risk, and others. We also believe that a holistic risk management approach is essential to control overall investment risks (including operational, counterparty, and liquidity) within acceptable tolerances while measuring and understanding the diverse sources of risks in the portfolio. 

 

Our Compliance function, composed of 77 individuals globally, has primary responsibility for risk management within Mercer. It is worth noting that our Compliance function sits outside our lines of business and thus has separate reporting lines directly into the global head of Compliance. 

 

Our fiduciary business has a number of global and regional risk committees with ultimate responsibility for risk oversight. They are supported locally by dedicated, experienced professionals. 

 

In addition to risk tools that we use to monitor the levels of risk in your portfolio, Mercer consultants are experienced investors who will monitor and manage total risk on a qualitative basis, depending on the market environment — for example,  in times of extreme market stress, when risk systems tend to fail to accurately estimate risk and other factors, such as counterparty and liquidity risks, are heightened.

CONTACT OUR SPECIALISTS*Requis


CE QUE NOUS FAISONS

Organismes sans but lucratif

 

Ce Que Nous Faisons

 

Mercer offre des services à plus de 170 organismes sans but lucratif dont la taille de l’actif est de deux millions à près de deux milliards de dollars, un vaste échantillon qui nous permet de continuellement parfaire notre expertise. Qu’il s’agisse d’une stratégie de placements non traditionnels, de structures de gouvernance, de dons ou de modèles de revenu des placements, nous développons des idées qui profitent à nos clients.

 

Pourquoi Choisir Mercer

 

Les organismes sans but lucratif occupent un créneau particulier dans le monde des placements. Comme les membres du conseil d’administration se réunissent une fois par trimestre, ils doivent travailler à un rythme atypique. En revanche, ils tiennent à ce que les heures et les sommes qu’ils investissent rapportent le plus possible à l’organisme sans but lucratif. Nous comprenons ces enjeux et nous adaptons nos services pour que leur souhait devienne réalité.

 

La Différence Mercer

 

Ressources uniques

 

Depuis deux décennies, nous améliorons constamment les services de gestion personnalisée des placements que nous fournissons aux fondations. Nos clients en profitent car, grâce à nos ressources et à la rapidité de notre réseau mondial, ils ont accès à toute une gamme de contacts et de compétences sur les placements non traditionnels, que ce soit des opérations de couverture, du placement privé, de l’investissement socialement responsable ou des titres immobiliers. Nous nous faisons un devoir d’accorder une attention personnelle à chaque service que nous fournissons.

 

Clarté de la communication

 

Étant donné la nécessité d’établir les objectifs de placement et de trouver un équilibre entre eux, il est essentiel que tout le monde saisisse bien les priorités et les réflexions qui les sous-tendent. La plupart des membres des conseils d’administration des organismes sans but lucratif ne travaillent pas dans le domaine de la finance et le jargon des affaires ne leur est peut-être pas familier. Nous nous assurons que tout le monde, que ce soit l’éducateur ou le magnat de la presse, comprenne comment le conseil d’administration a établi ses objectifs tout au long du processus.

Recherche

The past decade has been a turbulent time for plans — and with liabilities exceeding assets, reduced funding levels are a real concern. Risk management is a necessity, but it can be difficult to know where to start.

 

With over 3,000 clients globally seeking advice, research, and a trusted partner, we understand the challenges you face and the complexities of your business. Our vast experience in working with many types of organizations and cultures makes us well placed to provide you with the support you need to manage risk. 

 

Surveys: Mercer's surveys are designed to help you and your firm better understand the dynamics of current markets, the performance of your investments, and the behavior of your investment managers. 

 

Asset allocation: In this environment of large deficits and the need for diversification, plans need to get this right from the start, as asset allocation is instrumental to plan performance. Read about the latest trends around the world, understand their behaviou, and find out our predictions on the next favored asset classes. 

 

Global Manager Search Trends annual report: From investment mandate hiring patterns and search trends, gain insight into what Mercer’s institutional clients around the world are doing.

 

Fee Survey: With more than 25,000 asset management products from over 5,000 investment management firms, this survey looks at management fees globally — it’s a “must read” for those who want to better understand the science behind fees. 

 

Strategic outlook: As major global investment markets advance from a strong 2013, Mercer has released two related research papers — Outlook for 2014 and Beyond and 2014 Strategic Themes and Opportunities — that assess the investment environment and suggest market opportunities. Together, they identify how investors can respond dynamically to changing market conditions and ensure that portfolios are robust to a range of economic outcomes.

MARKETS AREN'T ALWAYS FAIR

 

Read how Dynamic Asset Allocation can help level the playing field.

 


LOOKING FOR SELF-SERVICE RESEARCH AND ANALYTICAL TOOLS?

 

With access to Mercer’s tools, you can review analysis of investment research MercerInsight

ADVICE

Companies are increasingly seeking to better understand the impact of their pension plans on company financials. At the same time, pension plans are considering the use of more sophisticated markets instruments in conjunction with asset management products to manage the various risks they face.

 

We can help identify the key issues and opportunities you are confronted with both locally and on a global basis and then formulate an appropriate investment policy to best meet your objectives.

 

How Mercer Can Help

Pension risk is not only an issue for trustees but also has become a board room issue — and it can be difficult to manage. Connect with us to learn how applying integrated thinking can help solve the retirement challenges of your members, today and tomorrow.

 

>>Learn more

 

Pension Risk Framework

Managing DB pensions is a complicated challenge for multinationals. Read how you can meet the challenge head on using Mercer’s Pension risk framework.

 

Operational Efficiency

Plans should also consider the non investment risks associated with investment operations and execution. Meet the Mercer team that focuses on very specific areas of noninvestment and service provider risk, and who can advise on custody, investment operations and execution, and risk management.

Meet some of our experts, as they share their tips on how to manage risk.

IMPLEMENTATION

Risk Management

Risk management spans multiple areas, from investment operations to business and reputational risk. Return requires risk, but risk does not guarantee return. We therefore focus on understanding and managing the risks within your portfolio, seeking to harness the rewards associated with exposure to certain risk premia.

 

In our alternatives portfolios, we do this from “non-traditional” sources such as event risk, liquidity risk, complexity risk, legal process risk, catastrophe risk, and others. We also believe that a holistic risk management approach is essential to control overall investment risks (including operational, counterparty, and liquidity) within acceptable tolerances while measuring and understanding the diverse sources of risks in the portfolio. 

 

Our Compliance function, composed of 77 individuals globally, has primary responsibility for risk management within Mercer. It is worth noting that our Compliance function sits outside our lines of business and thus has separate reporting lines directly into the global head of Compliance. 

 

Our fiduciary business has a number of global and regional risk committees with ultimate responsibility for risk oversight. They are supported locally by dedicated, experienced professionals. 

 

In addition to risk tools that we use to monitor the levels of risk in your portfolio, Mercer consultants are experienced investors who will monitor and manage total risk on a qualitative basis, depending on the market environment — for example,  in times of extreme market stress, when risk systems tend to fail to accurately estimate risk and other factors, such as counterparty and liquidity risks, are heightened.

CONTACT DE NOS ÉQUIPES