2023 Theme: Déjà New – from hindsight to foresight

 

We’ve seen a significant upheaval in global markets brought on by the pandemic recovery, regional conflicts, supply chain challenges and technological advancements. These events and their impact as a whole have interesting similarities to recent history, most notably the 1970s, and allows us to draw on these experiences as we seek to adapt portfolios to the current landscape and meet long-term investment goals.

 

Mercer Global Investment Forums 2023 (the Forums), explores what we can learn from recent history and the key themes that are likely to shape markets and investment practices. Join key stakeholders, industry experts and other influential thinkers for an insightful look at the forces affecting the investment industry. The Forums will be held in-person in the five locations listed below. We're excited to welcome you all in-person again.

 

Right now, you can already connect via our digital research platform MercerInsight® Community, a free gateway to some of the very best research and insights in the industry.



Get ready for our 2023 event series

 

Europe

London

March 20-22

 

 

United States

Atlanta

June 5-7

 

 

Pacific

Sydney

July 24-25

 

 

Asia

Tokyo

September 13-14

 

 

Canada

Montreal

November 6-7

 


A global series of events connecting the investments world


Each event offers a series of main sessions, breakouts and keynote addresses. The events provide an opportunity to connect with key stakeholders, industry experts and other influential thinkers for an insightful look at the forces affecting the investment industry.


The enduring uncertainty in the market and challenging investment landscape make a compelling case to convene the investment community to learn from each other, share new ideas, and connect and form new partnerships; the opportunities are out there. We’re planning an ambitious agenda to draw together expertise and diverse views from across the investment world

- Joanne Holden, Global Head of Investment Research, Mercer



Benefits for asset owners at each Forum


 

Connect with the community

 

Connect and exchange ideas with your peers and other industry participants. Immerse yourself in sessions that ask important questions.


 

Gain insight from managers

 

Access hundreds of asset manager-led sessions on investment ideas and innovations to help with your investment decisions.


 

Free and easy to join

 

Complimentary registration for current and prospective Mercer clients to aid long-term decision-making in a rapidly evolving world.





Asset owner attendee profile1


Type of investor attendees

Type of investor attendees chart

  • Transcript

     

    This graph shows the types of asset owner who have attended Mercer’s Global Investment Forums between 2018 and 2020.


    Banks and insurance companies, 11%

    Corporates, 45%

    Endowments and foundations, 11%

    Government, local authorities, public and sovereign, 18%

    Other, 15%

     

Investor attendees total assets (USD)

Investor attendees total assets chart

  • Transcript

     

    This graph shows the total assets of asset owner who have attended Mercer’s Global Investment Forums between 2018 and 2020.

    50 to 99 million USD, 14%

    100 to 499 million USD, 27%

    500 to 999 million USD, 16%

    Greater than 1 billion USD, 43%

     




Benefits for asset managers at each Forum


 

Attend a manager briefing

 

In addition to the main session, you are invited to attend a manager briefing presented by the manager research team and the local business.

 

Meet Mercer specialists

 

Schedule up to five 30-minute one-to-one conversations with Mercer consulting, manager research or investment solutions teams a across the globe.


 

Hear our latest thinking

 

Our investment specialists from Mercer’s consulting, research and investment solutions teams will share what’s on the minds of Mercer and our clients.



 

Global members get more in 2023

  • Save US$15,000 in fees
  • One seat at each of the five Forums
  • Two virtual LSC lessons per year (now exclusive to global members only) Five 1-2-1 meetings per event (25 per year)
  • Flexibility to customize your seats (skip one Forum and double up on another)
  • 10% discount on additional tickets to any specific Forum, limit of three per firm
  • 20% discount on additional global memberships, limit of three per firm
  • Quarterly Mercer Strategic Research briefing
  • Access to a dedicated hub of Forum materials
  • Complimentary copy of Mercer's Global Manager Search Trends Year-End Report and Mercer's Global Asset Managers Fee Survey. These reports are otherwise only available to MercerInsight® subscribers.

 

 








Costs of attending the Forums

 

Asset owners2
Complimentary

 

Asset managers3
Global membership package: $50,000
Individual Forums, see below:

 

2022

Europe

USA

Asia

Pacific

Canada

USD

13,000

16,000

12,000

12,000

12,000

2022

USD

Europe

13,000

USA

16,000

Asia

12,000

Pacific

12,000

Canada

12,000

 



Members of some professional bodies may be able to claim continuing professional development credits for attending Mercer's Global Investment Forums




Insights, ideas, innovation.
It’s all here: MercerInsight® Community.

 

Simplify your search. Join the MercerInsight Community to get the latest strategic research from Mercer and hundreds of third-party publishers and asset managers. Membership is complimentary, and it’s quick and easy to join.



Important notices

 

  1. Based on 2018-2020 attendance at Mercer’s Global Investment Forums 
  2. For the purposes of the Forum, an “asset owner” is a client or contact of Mercer who is an executive, board member or other key decision-maker of a retirement plan, wealth management firm, insurer, endowment, foundation, government agency or similar entity.
  3. Mercer's receipt of revenue from a Fund manager will not result in any preferential treatment by Mercer when evaluating or recommending managers, their affiliates, products or strategies.

Mercer accepts no responsibility for the views or opinions of the speakers or any other persons at the event.

 

Mercer reserves the right to make changes in the agenda or speaker roster at any time without prior notice.

 

Managers are limited to a maximum of three registrations per Forum. Each registration covers only one person.

 

Mercer has the right to decline any registrations received from competitors and other potential delegates that do not match the targeted audience.

 

By registering for the Mercer Global Investment Forum, consent is given to Mercer for its disclosure of your financial institution's name to third parties for conflict of interest disclosure purposes.

 

Cancellations must be communicated via email to Maria Reyes. Cancellation request sent two months before the Forum will be refunded in full. Cancellation request sent one month before the Forum will be refunded in half (50%). Except as set forth above or in cases of Force Majeure or termination for breach, a refund is not allowed.