What is investment consulting?

Our investment consultancy services give clients specific guidance at every stage of investment decision-making, risk management and monitoring. In fact, we have been helping pension funds, endowments, foundations and other investors for more than 40 years.

 

We create value by equipping our investment consultants with extensive global research and intellectual capital. They then have the freedom to design investment solutions for specific client situations. You can tailor our services to your needs, opting for anything from research and advice, through to specialist solutions including fiduciary management.

 

Broadly, our services fall into three categories:

 

  1. Research: We help our clients to be informed about market changes and trends that may impact them. 
  2. Advice: We advise clients on the best strategies for converting insights into actions designed to achieve your target outcomes. 
  3. Solutions: We have a range of specialist services for implementing your investment strategies, including fiduciary management. 

Globally, Mercer provides investment advice to over 3,900 clients, with more than $17 trillion in assets. In the UK specifically, we have more than 400 clients, with combined assets totalling over £648 billion.1 Additionally, we have clients where we act as a fiduciary manager. 

 

At the heart of our investment consulting is our global research. A significant number of staff globally carry out investment manager research. What’s more, our strategic research group of about 40 senior people globally develops forward-looking, dynamic ideas to improve the positioning of client portfolios. 

Is your portfolio prepared for today’s developing challenges?

Institutional investors have rarely faced such challenges. Today’s testing market environment is creating headwinds for achieving your investment goals. Meanwhile, sustainable investing is evolving and regulations are changing. There’s a greater need than ever for specialist expertise and monitoring. 

 

Portfolio structures that have worked well for the past two decades are being tested. Institutions need to stress-test their strategies, addressing challenges in the following areas: 

  • Understanding market trends and how they might affect your ability to achieve your investment objectives. Additionally, finding medium-term market opportunities or ways to reduce risk.
  • Monitoring funding levels and asset-liability management projections. Making any changes needed to achieve them.
  • For defined benefit pension schemes, finding the best way to manage, reduce or remove risk as they move along the path to the end of their journeys.
  • Selecting highly rated asset managers. Having sufficient research to generate manager outperformance from selecting quality active managers.
  • Developing and implementing sustainable investment policies. Framing policies that will adapt to changes in sustainable investment as it evolves. Researching quality investment managers.
  • Finding ways to improve governance and reduce costs in operations. Taking an analytical approach can realise significant efficiencies in areas such as custody and securities lending, asset transitions and operations generally.

Beyond addressing these challenges, it’s important to monitor changes in your portfolios, as well as in regulation. Do you have highly rated portfolio analytics? Are you following the latest governance and regulatory updates? 


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We create value by listening to our clients issues and needs, equipping our investment consultants with extensive global research and intellectual capital and then allowing them the freedom to design the solution for the specific client situation.
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Dan Melley , UK Head of Investments


There are three stages for optimising your portfolio

  1. Research the latest macro views and active manager insights. Seeing through the confusing macro economic signals is hard in today’s markets, as is selecting the best investment managers. If you believe you need guidance to find actionable ideas and highly rated managers, our investment consultants can provide the support you need now and in the future.
  2. Focus on the best strategies for achieving your target outcomes. Thinking critically about your journey plan and your timeframe for achieving it is the first step towards resolving any problems. We work closely with our clients to identify any immediate changes you can make, as well as a roadmap for addressing risk.
  3. Deploy strategies that are low risk and low cost. Our specialist teams support you in implementing strategies that meet your goals. At all times we focus on execution, seeking to minimise risks and costs.

Our achievements

We're delighted to have won four awards at the 2022 Professional Pensions Awards.

PPUKPA22-LOGO-WINNER CATEGORY
PPUKPA22-LOGO-WINNER CATEGORY
PPUKPA22-LOGO-WINNER CATEGORY
PPUKPA22-LOGO-WINNER CATEGORY

Read more about our investment services

We have built a number of specialist teams which means our investment consultants can offer you a range of specialist resources.



 

Meet the team

Dan Melley

Dan Melley

Head of UK Investments

Dan is a Partner and UK Head of Investments for Mercer. He is responsible for bespoke investment solutions for clients, developing commercial relationships and overseeing the execution of Mercer’s investment solutions, distribution and growth strategy. Dan sits on Mercer’s UK Growth Leadership Committee, Wealth Leadership Team and the Investment Solutions European Leadership Committee.

James Brundrett

James Brundrett

Senior Investment Consultant

James is a Partner and Senior Investment Consultant. He is an experienced investment consultant including 20 years investment manager research experience. He advises clients on a wide range of issues from investment strategy, risk management, investment manager structure, ESG integration and investment manager selection. He works with both advisory and fiduciary clients.

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