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Factors of operational efficiencies

 

Factors of operational efficiencies

Challenges

 

  • Timely execution of investment decisions
  • Access to alternatives and private markets
  • Innovative investment solutions
  • Scale to reduce fees and operational and administrative costs
  • Time, resources and budget allocated to managing investments
  • Internal expertise and skills

Time, resources and expertise are at a premium – especially at times of stress, but a failure to manage risks and costs can quickly impact overall portfolio performance and jeopardize your ultimate outcomes. Working with a partner that has scale, operational resources and capabilities could dramatically improve your efficiencies and reduce the risk of not meeting your objectives. Access to expert research can help you make informed investment decisions, capture opportunities while keeping costs down, prioritizing day-to-day decision-making and building portfolio resilience through good governance.



Achieving operational efficiencies


Do your research

Do your research

 

It’s important to have access to the latest insights, trends, analytics and manager research to help you achieve operational efficiencies. We provide you with the latest updates at your fingertips through our global investment research and our forward-looking manager research platform MercerInsight®

Get some advice

Get some advice

 

Speaking to an expert can help you decide the best way to help convert expert insight into outcomes. We can advise you on your investment strategy, manager selection and oversight, asset allocation, portfolio construction, sustainable investing and risk management.

Explore solutions

Explore solutions

 

Implementing an investment solution or OCIO could help you reduce your costs and risks and reduce the strain on your internal resources. It can also help you position your portfolio to be in a position to capture opportunities more efficiently. We partner with you to design a complete risk and governance solution.



How we’re helping clients achieve operational efficiencies

Seeking cost efficiencies

 

A global client wanted clarity around the investment strategy of its largest defined benefit (DB) plans and to investigate potential cost efficiencies around its commonly used investment managers within these plans.

 

We worked with the in-house investment team to identify the most common asset classes and built a global equity asset pool, hosted on an external platform, drawing on our extensive research to give all plans access to a high quality, diversified global equity fund that leveraged the scale of its total assets. The client’s new efficient framework allows them to focus more on their long-term strategies.

 


Speak to a Mercer consultant