This month, we’ve added Mercer and their APS CoreSeries portfolios to our investment menu.
About Mercer
Mercer is part of the Marsh McLennan group, a leading professional services firm operating in 130 countries with a workforce of over 85,000. With over 75 years of industry experience, Mercer leverages its global scale to offer a comprehensive suite of investment tools, advice and solutions to meet client’s specific needs and objectives. Mercer collaborates closely with advisers to deliver expert guidance, unwavering support, and unparalleled global knowledge.
Mercer's approach to portfolio building
At the heart of Mercer’s approach to constructing portfolios and developing successful investment strategies is a robust and well-defined investment philosophy. Here’s a closer look at their key principles:
- Client objectives: Investment success hinges on clearly defined goals – therefore strategies are tailored to ensure clients achieve their financial aspirations.
- Strong governance: Governance processes are designed to be robust and high-quality, ensuring disciplined decision-making and accountability.
- Rewarded risk: recognising that risk and return are related but can vary over time. By understanding how different risks interact, they focus on the risks that matter most, incorporating sustainability and socio-economic factors to enhance portfolio resilience.
- Maximising value: believing that strategic asset allocation is the most significant determinant of value creation they employ active management, dynamic asset allocation and leverage the advantages of private markets to add long-term value for their investors.
Find out more about Mercer’s Managed Portfolio investment process with Rebecca Jacques, Portfolio Solutions Leader.
The Mercer APS CoreSeries Portfolios were previously called the Morgan Stanley Wealth Managed MAPS Core Portfolios. Effective from 31 July 2024, Mercer has taken over the investment management of these portfolios.
More information
Visit North's Diversified managed portfolios page, to learn more and see how Mercer APS CoreSeries Portfolios can meet your clients’ needs.
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