Risk is an inherent part of any investment strategy – and for those with investment goals, it needs to be managed carefully. But along with investment risk, institutional investors need to be alert to market volatility, low interest rates, shifting liabilities and regulatory change. The key to managing these risks is to adopt an agile strategy and process, providing the potential to swiftly react to market conditions and seize investment opportunities that are in line with your overall strategy, while managing your exposures and costs.
It’s important to have access to the latest insights, trends, analytics and manager research to help you manage risks and make informed decision. We provide the latest updates at your fingertips through our global investment research and our forward looking manager research platform MercerInsight®
Speaking to an expert can help you decide the best way to convert insights into achievable, desired outcomes. We can advise you on your investment strategy, manager selection and oversight, asset allocation, portfolio construction, sustainable investing and risk management.
Implementing an investment solution such as delegating or outsourcing your investments can help you cut costs, reduce risk, use fewer resources while building resilient portfolios. We partner with clients to design a complete risk and governance solution with embedded expert advice and access to highly rated managers and low costs.
We work with institutional investors like pensions, insurers, wealth managers and endowments and foundations on their risk strategy. For example, we work with DB pension plans to de-risk for portfolios through a four stage process that involves designing and implementing what we believe to be the optimal investment strategy.
If a client has a low funding issue, we would work with them to build a strategy that allows for greater diversification and increased hedging. We also continuously look-out for and capture opportunities to de-risk. We are there for the client throughout the whole journey as they work toward their desired outcome.
Mercer provides tools, advice and solutions to help you understand and manage your plan’s risks, so that you can spend less time worrying about that, and more of your time focusing on, and delivering your core business.
A cloud-based platform for institutional investors and investment managers to gain access to insights from more than 200 Mercer researchers and analysts across a full spectrum of asset classes.
By implementing an investment solution, you can free your team to focus on higher value strategic priorities while an expert helps you with the investment, governance and risk management responsibilities.
As institutional investors’ increasing appetite to embrace and promote Diversity, Equity and Inclusion (DE&I) within their investment portfolios coincides with a push into private markets, we have explored how they can be intertwined within their investment strategy.