philosophy & performance
Committed to providing objective financial advice for the highest probability of success.
Mercer Advisors and the Four-factor Model
For more than 27 years, we have used a systematic approach to combine select award-winning and academically validated strategies into real-world investment success stories.
Grounded in Modern Portfolio Theory, our Asset Optimization® portfolios are designed to leverage fully the power of capital market efficiency. Our portfolios are based fundamentally on extreme diversification within scientifically weighted asset classes in order to reduce risk and increase return. We then incorporate a strategic mix of high-momentum stocks and managed futures to complete our portfolios.
Selecting the right combination for you
Based on your goals, time horizon, risk tolerance and financial situation, our Certified Financial Planners™ guide you through portfolio design and the emotional element of investing to select the exact allocation of investments that best fits your profile. More than just a formula, we use a combination of market education, modeling results and testing probabilities to guide critical discussions about priorities and tradeoffs related to your retirement age, your lifestyle and your savings.
Extreme diversification
Since no stock picking strategy has been academically validated to perform consistently over time, the Mercer Advisors Asset Optimization portfolios use extreme diversification to offset the luck required to select the market's top performing investments. We systematically invest in thousands of companies across the world and cover virtually all asset classes. This extensive diversification places your assets in the right position at the right time — no luck involved.
Mercer Advisors 100.35.31 Diversification Model
More than 12,000 companies in more than 45 countries across 15 asset classes.
1 From 09/2010 to 12/2010 – 17.5% AMOMX, 5.5% BTIIX, 17.5% DFUVX, 9.0% ASMOX, 9.0% DFFVX, 7.5% AIMOX, 2.5% BTAEX, 7.5% DFVIX, 4.0% DFISX, 4.0% DISVX, 2.0% SSEMX, 2.0% DEMSX, 2.0% DFEVX, and 10% AQMIX. Prior to 09/2010 –19.5% BTIIX 01/1993-09/2010, DFLCX 01/91-12/92, S&P 500 Index net of 0.10% annual estimated management fee, 19.5% DFUVX 03/1995-09/2010, DFLVX 04/1993- 02/1995, Fama/French US Large Value Index (ex. Utilities) net of 0.19% annual estimated management fee 01/1990-03/1993, 13.0% DFSTX 04/1992 – 09/2010, CRSP 6-10 Index net of 0.41% annual estimated management fee 01/1990 – 03/1992, 13.0% DFFVX 01/2008-09/2010, DFSVX 04/1993 – 12/2007, Fama French Small Value Index (ex. Util) net of 0.56% annual estimated management fee 01/1990 – 03/1993, 8.5% BTAEX 02/1996 – 09/2010, MSCI EAFE Index net of 0.40% estimated annual management fee 01/1990 – 01/1996, 8.5% DFVIX 03/1995-09/2010, DFIVX 07/1993 – 02/1995, Fama/French Int'l Value Index net of 0.35% estimated annual management fee 09/2010 – 06/1993, 5.5% DFISX 10/1996 – 09/2010, DFA International Small Company Index net of 0.71% estimated management fee 01/1990 – 09/1996, 5.5% DISVX 01/1995 – 09/2010, DFA International Small Company Index, net of 0.83% estimated annual management fee 01/1990 – 12/1994, 1.0% SSEMX 03/1994 – 09/2010 – MSCI Emerging Markets Free (gross) index net of 1.25% estimated management fee 01/1990 to 02/1994, 2.5% DEMSX 04/1998 – 09/2010, Dimensional Emerging Markets Small Cap Index net of 1.20% estimated annual management fee 01/1994 – 03/1998, Fama/French Emerging Markets Small Cap Index net of 1.20% estimated annual management fee 01/1990 – 12/1993, 3.5% DFEVX 04/1998 to 09/2010, Dimensional Emerging Markets Value Index net of 0.85% estimated annual management fee 01/1990 – 03/1997.
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.
