Mercer has five globally consistent investment beliefs that guide our investment process but may vary in their applicability to our solutions and advice to clients.
Our investment beliefs are:
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 investment manager research process can improve the likelihood of identifying skilful investment managers. We also offer a number of 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 may 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.