Investment solutions could help you reach your goals sooner

Many investors seek guidance on setting a strategy, manager research, asset allocation, and the day-to-day operations of an investment program. We call these ‘investment solutions’. There are many terms used for these services including OCIO, delegated solutions, fiduciary management, or implemented consulting, but they all centre on the same thing: supporting institutional investors to meet their goals more efficiently. Implementing an investment solution can help you maintain control and feel confident knowing your investments are in professional hands, while still maintaining ultimate control.


  • Integrating ESG into an overall strategy

    Integrating ESG into an overall strategy


    The shift to a zero-emission economy is high on the agenda for a great number of governments and organisations globally. Many have made pledges for change, mapped out a journey plan, or have started implementing a strategy. We believe it is critical for investors to assess and address their ability to transition and start investing in companies positioned to perform well in a sustainable economy.

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  • Benefit from good investment governance

    Benefit from good investment governance


    In an increasingly unpredictable and volatile geopolitical environment, resilience is key for investors. Good governance and a diversified portfolio with established operational structures and clearly defined tasks can provide a robust framework; ensuring investors are well placed to handle market volatility. Ask us about our investment solutions for wealth management clients.

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  • Enhance a portfolio with private market assets

    Enhance a portfolio with private market assets



    Investors want alternative assets that can diversify risk and boost returns. Private market assets are growing in popularity, as they are generally less sensitive to short-term public market volatility and can earn a premium if held over a longer term. They are not always easy to access, are worth consideration. A sophisticated institutional investment solution can help investors access these assets efficiently.


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Learning the Lessons of Good Governance.

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By listening to our clients, focusing on governance and designing solutions tailored to their needs, our clients as institutional investors can be confident that their portfolios are getting the right level of expertise, experience and responsiveness through evolving market conditions.
Yvan Breton
Partner, Head of Delegated Solutions, Canada
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Learn more about our investment solutions capabilities

Time, expertise, confidence


Every investor is unique, but all have one thing in common - the desire for a trusted advisor that understands what they need, and what they do not. An advisor who can draw on informed, impartial, specialist advice and help them implement it effectively. Learn how you can use our investment solutions capabilities to help you reach your objectives.

A spot-light on private markets: opportunities, diversification, and yield


Private market opportunties span many sectors and regions, offering many potential benefits including protection from much of the public market volatility, offering the potential to earn a premium over the long term. Accessing private market managers can be challenging for some investors – and this is where Mercer can help. We have been investing in these markets for more than 25 years, establishing deep relationships with a wide universe of highly rated managers and building a strong investment governance capability.

The clients we work with

Pension plans


Multinational organizations

Investment solutions mythbusters




OCIO, fiduciary management, delegated solutions and implemented consulting are all different

There are many names for this approach, which vary by region rather than varying by what they do. They all centre on the same thing: supporting institutional investors to meet their goals more efficiently. Each provider will have their own approach, but at Mercer we let you decide how you want to work with us. Call it what you like — we call it “Investment Solutions” — and make it work for you.


Investment outsourcing would make us give up control of our portfolio and investment decisions

We want to put you back in control and feel confident that your investments are working towards your goal. By lifting the burdens of implementation, monitoring and reporting, we aim to free up your time to focus on overall strategy and the challenges your organization may face. Assigning the day-to-day portfolio management decisions to our experienced team helps you to nimbly shield your assets from risks and capture emerging opportunities in the market.


Investment outsourcing would cost us more than our current arrangement

Due to our size and market position, we are able to negotiate on fund manager and other provider fees, which often results in savings passed to the end investor. We believe investment solutions can help investors reach their goals more quickly, thereby cutting the time — and money — spent on the journey.


My portfolio is too simple or too complex to need an investment solution.

Investment solutions can help a wide range of investors take control of their portfolios and refocus on their objectives. Every investor is different, and they each have their own goals, objectives and challenges. We assist organisations of all sizes and complexities to feel confident that their bespoke investment strategy is being implemented, managed and monitored by specialists, who are aligned with their interests.


It’s a one-size-fits all option.

Investment solutions aim to do what you need them to do and not what you don’t. From bespoke investment strategy design to implementation and monitoring of managers, each client works with us in the way they choose. We are here to support investors in whichever way they need — and we can flex with you along your journey.

Connecting investors for richer insights

Join the Mercerinsight® Community for personalized, curated content to help you make informed decisions about your investments.


Why Mercer for investment solu

Why Mercer investment solutions?

USD $17.3T

Under advice*

USD $346B

Assets under management**


Strategies rated and 7,079 managers rated**


For global outsourced AUM***

* As of June 30 2021 - Source: Mercer

** As of June 30 2022.

*** In the most recent survey by CIO Magazine, Mercer was ranked first for global discretionary outsourced Assets Under Management, survey ranking worldwide assets under advisement as of 09/30/2020 as reported by each firm to ai‑cio.

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