Congratulations to Ai CIO for their most recent survey* highlighting that lack of internal resources, improved risk management and a desire to capture opportunities more quickly as 3 key reasons why institutional investors continue to adopt governance models that increasingly include delegation. We are delighted to continue to lead the global market for full discretionary OCIO assets under management, for our Investment Solutions and OCIO services, to help clients address these critical issues.


OCIO assets $bn in USD currency

* Submitted 9/30/20 data.

* Source: Chief Investment Officer (ai-cio.com), full discretionary OCIO Assets under Management (AUM) ranked by worldwide assets under advisement as of September 09, 2020 as reported by each firm to ai-cio. Mercer did not pay a fee to participate in this survey. This survey is not indicative of the adviser’s future performance. Mercer’s global AUM reached $380bn as of March 31, 2021. Please see Important Notices for important information about Assets under Management.

Many investors seek guidance on setting a strategy, manager research and allocation and the day-to-day operations of an investment program. We call these “investment solutions”. There are many names for investment solutions around the world, including OCIO, delegated solutions, fiduciary management, implemented consulting, but they all centre on the same thing - supporting institutional investors in an effort to meet their goals more efficiently. Implementing an investment solution can help you maintain control and feel confident knowing your investments are in professional expert hands.



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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Investment solutions mythbusters

Myth

Fact

 

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.


Why Mercer for investment solu

Why Mercer for investment solutions?

USD $15.9T

Under advice*

USD $380B

Assets under management*

11,993

Strategies rated and 7,079 managers rated*

#1

For global outsourced AUM**

* As of June 2021 - Source: Mercer

** As of March 2021. 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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