Investment beliefs

Mercer's Investment Beliefs

Mercer’s 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.
  • Dynamic asset allocation – Implementing medium-term asset allocation changes in response to changing market conditions can enhance returns and/or manage risks in a portfolio.
  • Operational efficiency – Investment returns can be enhanced by having a monitoring and governance framework that focuses on evaluating and quantifying costs to improve investment efficiency.
  • Sustainability – Taking a sustainable investment view is more likely to create and preserve long-term investment capital.

Find out more about our approach sustainable investing and ESG considerations.

Learn more about our investment beliefs.