Investment beliefs
Investment beliefs

Mercer's Investment Beliefs

Our investment beliefs are a globally consistent set of principles that guide our investment decision making.

Investment beliefs


  • Risk management – We believe in the merits of genuine diversification and that asset allocation is the most important decision an investor can make.
  • Active management – Active management is a skill and our manager research process can improve the likelihood of identifying skilful managers. We also offer a number of lower cost, passively managed funds.
  • Dynamic asset allocation – Implementing medium-term asset allocation changes in response to changing market conditions can add value and/or mitigate risk in a portfolio.
  • Operational efficiency – Investment returns can be enhanced by having a monitoring and governance framework that focuses on evaluating and quantifying investment efficiency.
  • Sustainability – Taking a sustainable investment view is more likely to create and preserve long-term investment capital.

See the Sustainable Investment page for more details on our sustainable investment approach.

Learn more about our investment beliefs.