Gestion de patrimoine



/content/dam/mercer/1000x332/conceptual/img-FL000054a-1000x332.jpg

Gestion de patrimoine

 

Ce Que Nous Faisons

 

Nous fournissons aux sociétés de gestion de patrimoine et à d’autres intermédiaires des services-conseils professionnels, des technologies d’analyse et la mise en œuvre de solutions, qui s’appuient sur notre recherche de gestionnaires et notre capital intellectuel de calibre institutionnel. Les clients profitent ainsi de nos suggestions de placement clés en main qui leur permettent de comprendre l’importance d’harmoniser la gestion du patrimoine avec les valeurs et les intentions.

 

Pourquoi Choisir Mercer

 

Vous pouvez compter sur le capital intellectuel que nous avons acquis au fil de nos 40 années d’expérience, sur la compétence d’une équipe mondiale de plus de 1 200 professionnels en placement ainsi que sur l’expertise de plus de 90 spécialistes en recherche sur les gestionnaires. Grâce à nos services, vous pourrez passer moins de temps à faire de la recherche puisque vous disposerez des outils et des connaissances d’experts pour développer de meilleurs produits et établir des relations plus fructueuses. Nous pouvons également vous aider à créer des portefeuilles modèles, à structurer des fonds multigestionnaires ou à avoir accès à des catégories de placements non traditionnels.

 

La différence Mercer

 

Personnalisation

 

Nos ressources favorisent la mise en œuvre de solutions personnalisées, qu’il s’agisse de l’envoi à distance de résultats de recherche ou de la délégation d’un processus décisionnel pratique. Vous profitez ainsi d’un atout précieux pour vous démarquer de vos concurrents sans nuire à votre croissance rentable, surtout dans un contexte où les attentes de plus en plus élevées de service à la clientèle, la férocité de la concurrence et les exigences de plus en plus sévères en matière de règlementation exercent de fortes pressions sur les ressources.

 

Adaptabilité

 

Chaque relation repose sur des discussions régulières au sujet de vos besoins en tant qu’entreprise ainsi que sur l’établissement de contrôles en matière de gouvernance, de responsabilités fiduciaires et de placements. Nous adaptons nos services en fonction de vos objectifs particuliers et des défis que vous devez relever pour vous permettre de vous concentrer sur votre avantage concurrentiel.

 

Recherche

 

La recherche des gestionnaires ayant obtenu les meilleurs rendements n’est que la première étape du processus. Nous nous engageons ensuite à repérer ceux qui ont le potentiel nécessaire pour procurer des rendements supérieurs à plus long terme. Par la rigueur de notre travail, nous maximisons la cohérence, la précision et la confiance à l’égard de l’obtention des résultats intéressants.

MERCER MANAGER ANALYSIS PORTAL


HIGH VOLUME RESEARCH (HVR)

 

A high level qualitative review of a fund, based on a manager’s response to the HVR questionnaire.


MERCERINSIGHT


MERCER'S GLOBAL INVESTMENT MANAGER DATABASE (GIMD™)

/content/dam/mercer/1000x332/conceptual/img-FL000054a-1000x332.jpg

Mercer Investments helps you spend less time on research and has the tools you need so that you can spend more time providing better products and building relationships.

 

We have more than 100 research-dedicated professionals around the world. We look beyond just performance numbers and go deep into the understanding of investment managers' discipline and value offering. Our research is forward looking and qualitative.

 

Our manager research views continually evolve to identify and assess changes in a strategy's key people, processes and implementation. This allows for timely responses to changes that impact clients and their portfolios.

Where full in-depth manager research is not required, Mercer conducts a high-volume research (HVR) approach. This uses the same intellectual capital that underpins our four factor framework, but delivers it to investment managers in a visual summary format. This approach can provide a base-level view of a fund and can help to prioritize funds for deeper due diligence, if required. High-volume monitoring (HVM) follows the same approach to identify material changes in an investment team, strategy, or the firm and can be conducted on a monthly basis for clients.

Mercer Investments also offers a range of information technology solutions to streamline processes and enhance the productivity of wealth managers.
 

Mercer Manager Analysis Portal

 

Mercer Manager Analysis Portal (MAP) Head-Office Solution:
An exclusive offering that combines a truly comprehensive retail data analytics tool with Mercer's forward-looking qualitative research. This tool is ideal for the sophisticated central fund/manager selection teams to analyze, screen and chart qualitative and quantitative information. It works as a single platform that enables organizations to streamline all their fund selection and monitoring processes.

 

MAP Front-Office Solution:
A client branded, fully customizable, user friendly advisor workstation incorporating all the essential support material needed by a client advisor to select, develop and monitor their client's portfolio. Complete flexibility over content and functionality with options to include summary of Mercer opinions, portfolio construction tools, fund performance charting, fund factsheets and model portfolios. Everything a client advisor needs to demonstrate an advanced and professional client service.

 

  Find out more
 
 

 

 

Mercer Global Investment Manager Database (GIMDTM)  

This comprehensive database is an intuitive web and excel-based research tool that displays a wide range of information for institutional investors on more than5, 200 investment managers and more than 25,000 investment strategies. This information ranges from access to and analysis of performance data to viewing qualitative, forward-looking research on investment managers, supported by a powerful screening functionality.

 

  Find out more
 
 

 

 

The content and user interface of most of these tools can be customised to suit the needs of clients and also to incorporate their branding. For example, access can be restricted to funds on an approved list or pre-agreed model portfolios. Furthermore, some components of the tools can be integrated directly into client intranet or internet sites.


For more information or a demonstration, please contact a member of the Mercer Wealth Management team today.

MERCER MANAGER ANALYSIS PORTAL


HIGH VOLUME RESEARCH (HVR)

 

A high level qualitative review of a fund, based on a manager’s response to the HVR questionnaire.


MERCERINSIGHT


MERCER'S GLOBAL INVESTMENT MANAGER DATABASE (GIMD™)

/content/dam/mercer/1000x332/conceptual/img-FL000054a-1000x332.jpg

Mercer Investments has significant scale advantages with more than 1,200 investment professionals in 48 offices worldwide and more than 100 specialist manager researchers. We advise on a total of US$6.7 trillion in assets. Our scale and global footprint translate to real benefits to our clients.

 

Our advisory services include (but are not limited to):

 

  • Setting investment objectives and constructing robust model portfolios by developing appropriate benchmarks as well as measuring and mitigating downside risk.
  • High-Volume Research and monitoring providing a qualitative screen for large numbers of funds that need to be consolidated and/or monitored.
  • In depth analysis of money management, custodians, counterparty risk and transaction costs as well as operational risk assessments by our specialist unit, Mercer Sentinel 1 .
  • Advice on strategic asset allocations, customized for various risk profiles and different segments within a firm's client base.
  • Advice on emerging investment opportunities and themes.
  • Monitoring of asset allocations, managers and model portfolios and delivery of significant manager news and market valuations views.
  • Production of investment-related material for advisors that can be incorporated into their client communications. These include investment-specific notes, such as short fund profiles, educational articles, technical white papers and thought pieces on topical investment issues.
  • Advisor training delivered either in person or through Mercer Manager Analysis Portal in modules.

 

Please contact a member of the Mercer Wealth Management team today to discuss how our advisory services can meet your needs.

 

Footnote

  1. Mercer Sentinel is dedicated to consulting on issues such as custody, transition management, trading and brokerage, commission recapture and middle- and back-office operations of investment managers.

MERCER MANAGER ANALYSIS PORTAL


HIGH VOLUME RESEARCH (HVR)

 

A high level qualitative review of a fund, based on a manager’s response to the HVR questionnaire.


MERCERINSIGHT


MERCER'S GLOBAL INVESTMENT MANAGER DATABASE (GIMD™)

/content/dam/mercer/1000x332/conceptual/img-FL000054a-1000x332.jpg

You can choose to delegate depending on your budget, time constraints, resources and skills, we can help you whatever your needs. Mercer Investments currently has US$73bn in assets under management.

 

Some clients look to Mercer not just for advice but also to implement our investment ideas on their behalf. Solutions range from the construction of a single asset class to diversified portfolios to full implementation of a long-term strategic plan.

 

Delegated Solutions

Outsourcing investment activities through our Implemented Investment Solutions enables you to focus more on achieving your long-term strategic objectives. The benefits of delegating your day-to-day investment decision-making and execution to Mercer include performance monitoring, improved efficiency, robust governance, operational cost savings, risk management and the framework to exploit market opportunities as they arise.

 

Joint Investment Solutions

Our wealth management team can also work with clients who choose to have deeper involvement and a higher degree of influence on investment objectives and manager structure.

 

Mercer Investments can help you create model portfolios, to create bespoke funds, structure multi-manager funds and access niche alternative asset classes.

MERCER MANAGER ANALYSIS PORTAL


HIGH VOLUME RESEARCH (HVR)

 

A high level qualitative review of a fund, based on a manager’s response to the HVR questionnaire.


MERCERINSIGHT


MERCER'S GLOBAL INVESTMENT MANAGER DATABASE (GIMD™)

CONTACT OUR SPECIALISTS

*Champs requis

CE QUE NOUS FAISONS

Gestion de patrimoine

 

Ce Que Nous Faisons

 

Nous fournissons aux sociétés de gestion de patrimoine et à d’autres intermédiaires des services-conseils professionnels, des technologies d’analyse et la mise en œuvre de solutions, qui s’appuient sur notre recherche de gestionnaires et notre capital intellectuel de calibre institutionnel. Les clients profitent ainsi de nos suggestions de placement clés en main qui leur permettent de comprendre l’importance d’harmoniser la gestion du patrimoine avec les valeurs et les intentions.

 

Pourquoi Choisir Mercer

 

Vous pouvez compter sur le capital intellectuel que nous avons acquis au fil de nos 40 années d’expérience, sur la compétence d’une équipe mondiale de plus de 1 200 professionnels en placement ainsi que sur l’expertise de plus de 90 spécialistes en recherche sur les gestionnaires. Grâce à nos services, vous pourrez passer moins de temps à faire de la recherche puisque vous disposerez des outils et des connaissances d’experts pour développer de meilleurs produits et établir des relations plus fructueuses. Nous pouvons également vous aider à créer des portefeuilles modèles, à structurer des fonds multigestionnaires ou à avoir accès à des catégories de placements non traditionnels.

 

La différence Mercer

 

Personnalisation

 

Nos ressources favorisent la mise en œuvre de solutions personnalisées, qu’il s’agisse de l’envoi à distance de résultats de recherche ou de la délégation d’un processus décisionnel pratique. Vous profitez ainsi d’un atout précieux pour vous démarquer de vos concurrents sans nuire à votre croissance rentable, surtout dans un contexte où les attentes de plus en plus élevées de service à la clientèle, la férocité de la concurrence et les exigences de plus en plus sévères en matière de règlementation exercent de fortes pressions sur les ressources.

 

Adaptabilité

 

Chaque relation repose sur des discussions régulières au sujet de vos besoins en tant qu’entreprise ainsi que sur l’établissement de contrôles en matière de gouvernance, de responsabilités fiduciaires et de placements. Nous adaptons nos services en fonction de vos objectifs particuliers et des défis que vous devez relever pour vous permettre de vous concentrer sur votre avantage concurrentiel.

 

Recherche

 

La recherche des gestionnaires ayant obtenu les meilleurs rendements n’est que la première étape du processus. Nous nous engageons ensuite à repérer ceux qui ont le potentiel nécessaire pour procurer des rendements supérieurs à plus long terme. Par la rigueur de notre travail, nous maximisons la cohérence, la précision et la confiance à l’égard de l’obtention des résultats intéressants.

MERCER MANAGER ANALYSIS PORTAL


HIGH VOLUME RESEARCH (HVR)

 

A high level qualitative review of a fund, based on a manager’s response to the HVR questionnaire.


MERCERINSIGHT


MERCER'S GLOBAL INVESTMENT MANAGER DATABASE (GIMD™)

RECHERCHE

Mercer Investments helps you spend less time on research and has the tools you need so that you can spend more time providing better products and building relationships.

 

We have more than 100 research-dedicated professionals around the world. We look beyond just performance numbers and go deep into the understanding of investment managers' discipline and value offering. Our research is forward looking and qualitative.

 

Our manager research views continually evolve to identify and assess changes in a strategy's key people, processes and implementation. This allows for timely responses to changes that impact clients and their portfolios.

Where full in-depth manager research is not required, Mercer conducts a high-volume research (HVR) approach. This uses the same intellectual capital that underpins our four factor framework, but delivers it to investment managers in a visual summary format. This approach can provide a base-level view of a fund and can help to prioritize funds for deeper due diligence, if required. High-volume monitoring (HVM) follows the same approach to identify material changes in an investment team, strategy, or the firm and can be conducted on a monthly basis for clients.

Mercer Investments also offers a range of information technology solutions to streamline processes and enhance the productivity of wealth managers.
 

Mercer Manager Analysis Portal

 

Mercer Manager Analysis Portal (MAP) Head-Office Solution:
An exclusive offering that combines a truly comprehensive retail data analytics tool with Mercer's forward-looking qualitative research. This tool is ideal for the sophisticated central fund/manager selection teams to analyze, screen and chart qualitative and quantitative information. It works as a single platform that enables organizations to streamline all their fund selection and monitoring processes.

 

MAP Front-Office Solution:
A client branded, fully customizable, user friendly advisor workstation incorporating all the essential support material needed by a client advisor to select, develop and monitor their client's portfolio. Complete flexibility over content and functionality with options to include summary of Mercer opinions, portfolio construction tools, fund performance charting, fund factsheets and model portfolios. Everything a client advisor needs to demonstrate an advanced and professional client service.

 

  Find out more
 
 

 

 

Mercer Global Investment Manager Database (GIMDTM)  

This comprehensive database is an intuitive web and excel-based research tool that displays a wide range of information for institutional investors on more than5, 200 investment managers and more than 25,000 investment strategies. This information ranges from access to and analysis of performance data to viewing qualitative, forward-looking research on investment managers, supported by a powerful screening functionality.

 

  Find out more
 
 

 

 

The content and user interface of most of these tools can be customised to suit the needs of clients and also to incorporate their branding. For example, access can be restricted to funds on an approved list or pre-agreed model portfolios. Furthermore, some components of the tools can be integrated directly into client intranet or internet sites.


For more information or a demonstration, please contact a member of the Mercer Wealth Management team today.

MERCER MANAGER ANALYSIS PORTAL


HIGH VOLUME RESEARCH (HVR)

 

A high level qualitative review of a fund, based on a manager’s response to the HVR questionnaire.


MERCERINSIGHT


MERCER'S GLOBAL INVESTMENT MANAGER DATABASE (GIMD™)

ADVICE

Mercer Investments has significant scale advantages with more than 1,200 investment professionals in 48 offices worldwide and more than 100 specialist manager researchers. We advise on a total of US$6.7 trillion in assets. Our scale and global footprint translate to real benefits to our clients.

 

Our advisory services include (but are not limited to):

 

  • Setting investment objectives and constructing robust model portfolios by developing appropriate benchmarks as well as measuring and mitigating downside risk.
  • High-Volume Research and monitoring providing a qualitative screen for large numbers of funds that need to be consolidated and/or monitored.
  • In depth analysis of money management, custodians, counterparty risk and transaction costs as well as operational risk assessments by our specialist unit, Mercer Sentinel 1 .
  • Advice on strategic asset allocations, customized for various risk profiles and different segments within a firm's client base.
  • Advice on emerging investment opportunities and themes.
  • Monitoring of asset allocations, managers and model portfolios and delivery of significant manager news and market valuations views.
  • Production of investment-related material for advisors that can be incorporated into their client communications. These include investment-specific notes, such as short fund profiles, educational articles, technical white papers and thought pieces on topical investment issues.
  • Advisor training delivered either in person or through Mercer Manager Analysis Portal in modules.

 

Please contact a member of the Mercer Wealth Management team today to discuss how our advisory services can meet your needs.

 

Footnote

  1. Mercer Sentinel is dedicated to consulting on issues such as custody, transition management, trading and brokerage, commission recapture and middle- and back-office operations of investment managers.

MERCER MANAGER ANALYSIS PORTAL


HIGH VOLUME RESEARCH (HVR)

 

A high level qualitative review of a fund, based on a manager’s response to the HVR questionnaire.


MERCERINSIGHT


MERCER'S GLOBAL INVESTMENT MANAGER DATABASE (GIMD™)

IMPLEMENTATION

You can choose to delegate depending on your budget, time constraints, resources and skills, we can help you whatever your needs. Mercer Investments currently has US$73bn in assets under management.

 

Some clients look to Mercer not just for advice but also to implement our investment ideas on their behalf. Solutions range from the construction of a single asset class to diversified portfolios to full implementation of a long-term strategic plan.

 

Delegated Solutions

Outsourcing investment activities through our Implemented Investment Solutions enables you to focus more on achieving your long-term strategic objectives. The benefits of delegating your day-to-day investment decision-making and execution to Mercer include performance monitoring, improved efficiency, robust governance, operational cost savings, risk management and the framework to exploit market opportunities as they arise.

 

Joint Investment Solutions

Our wealth management team can also work with clients who choose to have deeper involvement and a higher degree of influence on investment objectives and manager structure.

 

Mercer Investments can help you create model portfolios, to create bespoke funds, structure multi-manager funds and access niche alternative asset classes.

MERCER MANAGER ANALYSIS PORTAL


HIGH VOLUME RESEARCH (HVR)

 

A high level qualitative review of a fund, based on a manager’s response to the HVR questionnaire.


MERCERINSIGHT