Firm profile
Mercer Investments
Mercer Investments is an outsourced CIO firm based in New York, NY.
Updated . Rechecked monthly.
Assets under advice
$16.2 trillion advised
as of 2023-12-31
- Entity type
- OCIO
- Headquarters
- New York, NY
- Website
- mercer.com
- Source
- Firm-reported
About Mercer Investments
Mercer describes its practice as a full discretionary OCIO service, taking responsibility for asset allocation, manager selection, and risk management on behalf of institutional and nonprofit portfolios while the client's own board retains policy and governance authority. The firm positions this OCIO offering within a broader employee benefits and investment consulting platform and states that it serves pension, endowment, foundation, and insurance clients.[Firm website]
The firm's own recent updates point to changes within its investment leadership ranks and the creation of a dedicated senior role focused on private markets and alternatives, developments the firm frames as part of a broader push to expand its capabilities in that area.[Firm website]
- Focus
- Largest global OCIO provider serving pensions, endowments, foundations, and insurance portfolios
Where Mercer Investments is listed
Mercer Investments is in the investor directory.
Scope and method
- What is shown
- The facts on Mercer Investments's row of our directory lists: its kind, its headquarters, its founding year and website where the row gives them, the figure with its date, and the description.
- The figures
- Each figure carries its date. A figure from a public filing links that filing; a figure the firm reports itself is marked firm-reported.
- Sources
- Reported by the firm and the firm's own website, mercer.com.
- Checked
Compiled by Praxis Rock Advisors. Reuse of our descriptions needs permission.