with one of our talented wealth advisors who will help you connect all your financial dots
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. 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. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.
©2023 Mercer Global Advisors Inc. All rights reserved.
2020 Was A Good Year for ESG Strategies
MBA, MST, CFP®, AIF®, Chief Investment Officer
2020 was a strong year for ESG-oriented strategies (Environmental, Social, and Governance), helping to solidify ESG as a legitimate approach to portfolio construction and management. ESG investing provides strategic and diversified values-based investing solutions for investors of all stripes.
ESG investing performed in 2020
Despite the many challenges wrought by 2020, last year was without a doubt another strong year for ESG-oriented strategies. Returns for ESG oriented strategies in most asset classes were exceptionally strong and, in many cases, outperformed their respective benchmarks. Product choice also continued to expand as more asset managers launched more products across a growing set of asset classes. With increased competition has of course come lower fees and a growing set of product enhancements. And, finally, most exciting in our view, is a continuing trend that Mercer Advisors has long been at the forefront of—cutting edge innovation with respect to portfolio management and customization.
The facts about ESGs
ESG solutions are assessed using the same considerations we use for all investments. Returns, risks, diversification, and costs are all important considerations in any investment, and ESG solutions are no exception.
ESG solutions offer additional choices for clients
We understand ESG investing isn’t for everyone; we all have our own preferences. Our ESG offering is about providing clients more choices when customizing their portfolios. We offer the ability to do so with best-in-class, low-cost mutual funds, ETFs, or individual securities. We also have an unrivaled set of technological capabilities whereby we can easily screen out specific companies or even entire industries or sectors. But let’s not forget that ESG investing is, after all, still about investing. As with all investing, risk, returns, and fees are critically important. You can be confident that all of us at Mercer Advisors will continue to diligently monitor and manage all three on your behalf.
Mercer Advisors recommended ESG solutions3
1Source: YCharts, Inc.; Fund Prospectus for DFSIX.
2Source: Portfolio Management Consultants (PMC)
3Sources: FactSet, Inc.; Morningstar, Inc. “Expense” refers to the underlying mutual fund, ETF, or SMA net expense ratio or, in the case of SMAs, the maximum manager fee. “Expense” does not include Mercer Advisors advisory fees.
Mercer Global Advisors Inc. (“Mercer Advisors”) is registered as an Investment Adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
Some of the research and ratings shown in this presentation come from third parties that are not affiliated with Mercer Advisors. The information is believed to be accurate, but is not guaranteed or warranted by Mercer Advisors. This presentation is not a substitute for a client-specific suitability analysis conducted by you and your advisors. You and your advisor must determine the suitability of a particular investment based on the characteristics and features of the investment and relevant information provided by you, including, but not limited to, your existing portfolio, investment objectives, risk profile, and liquidity needs. Investments mentioned in this document may not be suitable for all investors. For financial planning advice specific to your circumstances, talk to a qualified professional at Mercer Advisors.