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Process to capture investment opportunities

 

Process to capture investment opportunities

Challenges

 

  • Investors need to search actively
  • Portfolio needs to be positioned to capture opportunities
  • Often too many decision makers are involved in long and tedious process
  • Asset managers lacking investment flexibility



Market volatility can be challenging. However, in the uncertain depths of a market crisis, there can be emerging signals of investment opportunity. Seizing an opportunity requires agility and speed and you need to be looking and positioned to capitalize on them. Depending on the nature of the investment opportunity and governance process, it can typically take months for an investor to implement an investment idea. Timeliness is a critical factor to benefit from opportunistic ideas. Partnering with an expert could help.



Position your portfolio to capture opportunities

Do your research

Do your research

 

It’s important to understand how market changes and global events could impact your portfolio and how you should respond. 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 convert insights into achievable, desired outcomes. We can advise on your investment strategy, manager selection and oversight, asset allocation, portfolio construction, sustainable investing and risk management.

Explore solutions

Explore solutions

 

Implementing investment solutions helps build resilient portfolios that are positioned to capture opportunities. It could also reduce costs, risk, and strain on in-house resources. We can also work with you to design a complete risk and governance solution, with access to managers highly rated by Mercer.



How we’re helping clients capture opportunities

 

Responding to changing market conditions

 

We work with clients to build resilient portfolios that are positioned to help capture opportunties as they arise. During the COVID pandemic for example, we alerted our clients about opportunities in fixed income and gold while also encouraging investors to be pragmatic about rebalancing. We also emphasized that periods of volatility are likely to be favorable for strategies that allow asset managers a degree of freedom in deciding where to invest. We have helped our clients manage their risks by:

 

  • Identifying investment opportunity
  • Positioning their portfolio to help capture the opportunity
  • Assigning clear decision-makers and investment responsibilities for faster execution
  • Providing asset managers a degree of investing freedom, especially during times of volatility

Capturing an opportunity at the right time

Global high yield bonds

 

capturing opportunities at the right time 

Speak to a Mercer consultant