Mercer Investment Manager Research and Selection

The investment market is getting increasingly complex. There is a myriad of investment managers and investment strategies available both locally and globally. With the emergence and growing importance of new investment themes, such as Environmental, Social and Governance (ESG), what is already a complex topic keeps getting more difficult.

First-class investment research has never been more important. The challenge: Staying on top of trends and developments in the industry, thousands of available strategies and their performance, changes and developments at investment managers that may affect processes, and many other variables that need to be considered when making investment decisions. The good news: We’re here to help.

A global leader in investment research

Mercer is a leading global provider of investment research. Our more than 200 researchers in 11 countries around the globe have an average of 18 years of industry experience. Our database covers over 7'000 managers offering more than 35'000 strategies, of which almost 12'000 are rated based on our framework that indicates their prospects of future outperformance. We help you find the right specialist for your needs: From passive investments, to active Chinese equity, through to private market investments.

In addition, more than 5’500 strategies have received an ESG rating according to how managers reflect ESG factors in their idea generation, portfolio construction, implementation and management of their business.


How Mercer can help you reach your goals

There are different ways to access the wealth of our research and to use it to inform your investment decisions:

  • Research tools

    For experienced institutional investors, we offer a simple yet powerful way to access all of our research in a single platform with MercerInsightTM. Search, compare and analyse strategies, generate and print factsheets, and get updates on changes and customised industry news regarding your preferred asset classes. More information on MercerInsightTM can be found here.

    In addition to MercerInsightTM, we offer clients free access to our new investment community SRC where you can find the latest research papers from Mercer and leading investment managers, all in one place.

    In partnership with Backstop, we also deliver a technology platform that allows you to view Mercer’s in-depth global institutional data and forward-looking research as part of Backstop’s productivity platform, giving you greater agility to manage today’s challenging investment environment and helping you to drive better financial outcomes. More information can be found here.

  • Strategic advice

    Clients that need strategic guidance to achieve their investment goals can benefit from Mercer’s unique standing as a worldwide leader in investment consulting, backed by our extensive research. Our local investment experts work with more than 3’800 investment colleagues globally to provide you with strategic guidance and advice at every step along the way, including finding and selecting the right managers for your needs and monitoring their performance in view of your goals. The numbers speak for themselves: We successfully work with over 2’500 institutional clients globally that account for over 15 trillion in Assets under Advisement (AuA).

  • Investment delegation and OCIO*

    Extensive research is just one step in designing and ultimately implementing your investment strategy. Gaining access to the desired asset classes at the right time and at the right cost, taking informed decisions quickly, ensuring a robust governance and monitoring investment outcomes are all parts that need to work together seamlessly to maximize success. This is no easy feat, and even if you can spare the resources needed, most investors lack the necessary footprint and sheer size needed to access the best strategies and negotiate the best fees.

    Mercer can help: We are a global powerhouse with over 300 billion in Assets under (Delegated) Management (AuM), and thanks to our presence around the globe and our scale, we can help you access the best strategies at better rates. At the same time, we ensure your governance and monitoring processes are in place and executed to the highest standard. Our proposition is simple: You make the strategic decision. And we help you get it done as effectively and as efficiently as possible.

*Mercer Schweiz AG offers investment advice and consulting. Investment management solutions and investment delegation are provided by our group companies including Mercer Alternatives AG and Mercer Global Investments Europe Ltd.

About Mercer

With more than $15 trillion assets under advice and over $300 billion assets under management, Mercer is one of the leading providers of investment advice, tools and delegation solutions globally. We combine the experience of our Swiss investment experts with the expertise of more than 3,800 investment specialists and over 200 researchers worldwide to offer you the best solutions for your challenges.

This article does not contain advice in respect of actions you should take. No decision should be made based on this information without obtaining prior specific, professional advice relating to your own circumstances. All data as of 31 January 2020 unless stated otherwise.

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Tobias Wolf, CFA
Head Advisory

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