Investment solutions for wealth managers and financial intermediaries

We can help you build custom portfolios and identify opportunities for your clients. We offer independent research and advice, single and multi-asset funds and outsourced investment solutions that span geographies, asset classes and public and private markets. We can supplement your own team’s efforts, or act as an extension of your team. We flex our services to meet your needs.

Addressing common challenges faced by wealth managers

Building and managing investment portfolios takes time, precision and focus. For wealth managers and financial intermediaries, there are a range of additional “up-hill” challenges that take time away from providing exception service to clients. Investors look to their wealth managers or financial intermediaries to provide well-diversified asset-allocation, to source and access high-quality managers and strategies, to invest in a sustainable manner, to monitoring risks and to manage their costs.

We believe that there are five common themes that wealth managers and financial intermediaries are dealing with. These include sourcing and selecting private market opportunities, investing sustainably, managing operational demands and costs, the compression of fees and navigating complex regulatory environments. Leveraging our research, advice and solutions, we can help you address your concerns and help position your portfolios for future growth.

  1. Accessing private market investment opportunities
  2. Integrating sustainability (ESG, DEI and impact investing) considerations into portfolios
  3. Increasing operational demands and costs
  4. Compression of fees and your place in the “value chain”
  5. Complex regulatory environments

Four potential benefits of third-party investment solutions

As they juggle multiple responsibilities and provide stellar service and optimal outcomes for their clients, wealth managers are turning to us to provide investment solutions to help them achieve their goals and better serve their clients.

Why choose our investment solutions? 

  • Improved your client outcomes
    Third-party investment solutions can help you reduce some of the operational burden of managing portfolios and provide you with more time to spend on delivering better service and solutions for your clients.
  • Reinforced your governance and oversight
    You can leverage external specialists or use a proprietary platform like Mercer's to help you monitor your existing portfolio performance, harness new investment opportunities more quickly and access reporting and insights to provide better informed investment decisions.
  • Access independent research
    Full and impartial fund research can bolster your in-house capabilities, giving you confidence and conviction in your fund selection, ongoing analysis and monitoring.
  • Reduce your operational burden 
    Implementing solutions to help reduce your back-office operations and administration can help you free up time to focus on your clients and managing your investment portfolios. Our services can flex to meet your needs, either supplementing your efforts or working an extension of your team.

Tailored investment solutions for wealth managers and financial intermediaries

We know your business needs are unique and that’s why we customize our services to meet your requirements.

  • Quality research

    Our research breadth and expertise act as an extension to your team, helping you create portfolios designed to perform.

  • Portfolio and strategic advice 

    Our specialists will consult based on your unique model, catering to your needs today and tomorrow.

  • Investment solutions

    Through single- and multi-asset class strategies we can help you manage risk, reduce costs and build resilient portfolios.

Investment solutions to suit your needs

  • Implementation and OCIO

    We can help you define, develop and implement your investment strategy by addressing areas such as governance, risk, sustainability and diversification. We flex our services to suit your needs and help you achieve your investment goals.

  • Sustainable investments 

    We help you build a sustainable investment strategy that integrates environmental, social and governance (ESG) considerations; diversity, equity and inclusion (DEI) factors and seeks an optimal mix between positive change and favorable returns.

  • Alternative investments

    Leveraging our existing relationships with hundreds of asset managers around the world, we can help you identify and source new investment strategies, opportunities, ideas and innovations across private markets and hedge funds. 

  • Strategic research 

    Become a member of the MercerInsight® Community today to get access to strategic research from hundreds of thought leaders around the world, including Mercer and third-party publishers. It’s complimentary and easy to join.

  • Asset manager research 

    By subscribing to MercerInsight®, an alliance with eVestment, you can gain access to data, analytics and our forward-looking research on asset managers and thousands of investment strategies across both public and private markets. 

  • Managing investment risk

    Our Mercer Sentinel team can help you conduct due diligence and mitigate operational risks across your portfolios and strategies. We assess asset managers, custodians and other service providers to help you deliver on your governance objectives.

How we supplement your investment and research capabilities

Amit Popat, Partner and International Business Leader details the ways we can flex to support your in-house research function.

[URL: https://players.brightcove.net/4710676951001/ryzRR500_default/index.html?videoId=6298742436001]

Amit Popat, Partner and International Business Leader details the ways we can flex to support your in-house research function.

Why wealth managers choose to work with us

We’ve been advising a wide range of organizations for more than 75 years. Experience counts but identifying and meeting your specific requirements is what makes the difference. Clients come to us to access a gateway to a wider universe. Our product suite contains a variety of core building blocks fit for the full range of client portfolios and risk profiles. Branching geographies, asset classes, public and private markets -  these offer quality investments to financial intermediaries and their clients.

  • Impartiality 

    Our independent global research covers a wide range of managers spanning every asset class, including private and illiquid portfolios. We select managers based solely on quality and monitor them for shifts in strategy and operational failings.

  • Functionality 

    With our strong operational platform and tested continuity plans, you are better placed to respond to market challenges and weather times of crisis while ensuring your own clients continue to receive the service they expect.

  • Flexibility 

    We understand the specific issues you face, both now and in the future. We also recognize that things can change quickly. We build solutions that can flex over time.

  • Cost efficiency

    Our heritage as an institutional investment consultant means we have the scale to negotiate on manager fees. This allows us to construct and implement portfolios, designed by our strategy and asset allocation specialists, while passing any savings directly to you.

  • ESG integrity

    We were one of the first consultants to explore ESG factors and implement them into our investment research and decisions. Thanks to our background of pioneering on ESG, you can use our investment solutions products and services to help fulfil the needs of your own client base.

  • Individuality

    We understand every business is different, which is why we tailor our products and services and invite you to select only the ones you need. We will work with you to ensure everything we provide is in line with your needs.

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    17.3T

    US$17.3 trillion in global assets under advisement

    415B

    US$415.3 billion in global assets under management

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    More than 12,400 investment strategies rated

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