Momentum Investing
Capture the momentum within your portfolio.
In continual pursuit of state-of-the-art investment solutions, Mercer Advisors is pleased to offer a cutting-edge investment strategy which, until now, was reserved for institutional investors only. The strategy is called Momentum Investing and it delivers powerful benefits for our clients' portfolios:
- Improves expected return and reduces expected risk.
- Provides constant exposure to the market's strongest stocks, buying the strongest stocks and selling the weakest stocks.
- Aligns client investments with sophisticated institutional portfolios, increasing our ability to capture additional assets that other strategies cannot.
- Pervades all markets – large, small, value, international, even commodities and currencies – giving it powerful diversification to reduce risk and increase return opportunity.
- Works extraordinarily well in complement with other Mercer Advisors strategies, incorporating a new set of assets that value and size strategies are unable to capture. For example, when value strategies languish, our Momentum strategy generally rallies.
- Evaluates clusters of ascending stocks, using algorithms developed and tested for more than a decade, to determine when strong stocks are in an upward “momentum” phase and should be acquired, as well as when weaker stocks should be sold off.
Momentum is currently available only to institutional and ultra-high-net-worth individual investors*. If you are interested in leveraging the power of Momentum within your investments, you are able to do so through the exclusive institutional investment strength of Mercer Advisors.
* Applied Quantitative Research (AQR) Momentum Indices require a $5 million minimum investment for individual investors. This minimum investment requirement is waived for Mercer Advisors clients.
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.
