investment products
Put our intellectual capital
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Sophisticated Investment Management
- Wide range of academically validated strategies
- Proven success
- Strategies designed to withstand the test of time
- Quarterly performance reports for both client portfolios as a whole and for each strategy within a portfolio, reported after-fees and measured against multiple industry benchmarks
- Online 24/7 client access to portfolio and most recent performance reports
Mercer Advisors Investment Strategies
Asset Optimization® Portfolios
Total Assets: $3.3 Billion1
- Strategic Asset Management
- Hundreds of different portfolios designed to meet the individual needs of each investor
- Use of methodical combinations of academically validated investment strategies
- Extensive use of institutional funds
Tax-Managed Separate Accounts
Total Assets: $42 Million1
- Customized core equity, options and emerging markets portfolios, including social or sector restrictions, as requested
- Actively tax-managed buys and sells
- Use of computer algorithms and sampling to optimize execution
Fixed Income Separate Accounts
Total Assets: $373 Million1
- Internal bond trading desk which covers corporate bonds, treasury bonds, agency bonds, CDs and municipal bonds
- Extensive due diligence performed to ensure high-quality, short- to medium-term bonds and other instruments
- An auction is created for each bond purchased for a client
1Assets under management as of May 2011.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
